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Save Form Progress: Give Patients Control, Prevent Lost Work

Alyssa Elso avatar
Written by Alyssa Elso
Updated over a week ago

The “Save Form Progress” feature lets patients pause while completing forms and return later without losing any entered information. Whether they’re switching devices, searching for insurance details, or facing an interruption, patients now have the flexibility to complete forms on their schedule, with confidence their progress won’t be lost.


What Is the “Save Form Progress” Button?

The Save Form Progress button appears on all active patient forms, right next to the Submit and Continue buttons. Clicking it securely saves the form in progress, including:

  • Typed responses

  • Selected options

  • Uploaded files

Patients can return later using the same secure link sent via email or text to resume where they left off.

⚠️ Note: Saved drafts are private and accessible only to the patient via the original SMS or email link. The practice does not see the form until it is fully submitted.


How It Works (From the Patient’s View)

  1. Open the digital form from their email or text message.

  2. Begin filling out their information.

  3. Click “Save Form Progress” at any time.

  4. Close the form, if needed.

  5. Reopen it later from the original link.

  6. Resume from exactly where they left off and submit when ready.


Additional Highlights

  • Instant Confirmation: Patients receive a notification when their draft is saved.

  • Helpful Tooltip: A tooltip provides guidance on how the feature works.

  • Fast Performance: Drafts save and reload in under two seconds.


Why This Feature Was Introduced

Previously, if a patient exited a form before submitting, all progress was lost—leading to frustration, incomplete forms, and additional follow-up from the office. The Save Form Progress feature was developed to:

  • Prevent loss of entered data

  • Enable completion at the patient’s convenience

  • Improve accuracy and submission rates

  • Reduce strain on front desk teams


Benefits for Patients

  • Flexibility – Pause and return at any time

  • Convenience – Start on one device, finish on another

  • Time-Saving – No need to re-enter lost data

  • Peace of Mind – Information is safe until they’re ready to submit


Benefits for Practices

  • More Complete Submissions – Fewer abandoned or incomplete forms

  • Less Manual Follow-up – No need to resend links or chase missing data

  • Improved Patient Experience – Builds trust with a modern, user-friendly process

  • Seamless Workflow – Forms only appear in your system once fully submitted, maintaining clean intake records


The Save Form Progress feature enhances the digital form experience for patients while supporting smoother, more efficient operations for your team.

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