Navigating the PetDesk Forms Dashboard

Control all of your forms-related needs from one place - PetDesk! The PetDesk Forms Dashboard allows you to create and manage consent forms and questionnaires, send forms to clients, and view responses.
 

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Access your PetDesk Forms Dashboard by first logging into your usual PetDesk Communications dashboard. On the left navigation, find the Client Success section > Forms. You'll then be seamlessly logged into the Forms Dashboard.

Once the initial setup for PetDesk Forms is completed, the standard view of your Forms Dashboard is below. Here, you'll also see the latest forms received and any pending forms awaiting clients' responses. 

Send Form to Client

Send your created forms to your clients. The exact steps are covered in this article.

See Client Forms

Search for sent and completed client forms with the following search parameters: Client Name, Sent Date, Form, Status, Completed Date, and Practitioner. 

Manage Templates

Manage your existing questionnaires and consent forms. View these Help Center articles for steps on creating your consent forms and questionnaires:

• Creating and Editing Consent Forms Using PDF Editor
• Creating and Editing Consent Forms Using Rich Text Editor
• Creating and Editing Questionnaire Templates

Latest Forms Received

Lists the latest forms received, ordered from newest to oldest.

Viewing the Latest Received Forms

Directly view a completed form, or click on the dropdown to Print Form, Print Package (includes consent forms), or Download all associated forms and consent forms in a ZIP file that will include PDFs.

Pending Forms

Lists your forms waiting for a client response.

View Pending Forms

Click the View button next to any form on the pending list. This will let you view all recorded responses and see real-time progress as your client fills out the form!

Notifications and Alerts

Alerts

When clients begin to fill out forms, you'll receive a New Event alert across the PetDesk Forms Dashboard, letting you know which form and client responded - and even better, a pop-up alert when a client completes a form!

 

Notifications

In addition to alerts, you'll receive notifications appearing in the top navigation.