The “Save Form Progress” feature gives patients the flexibility to start a form, pause when needed, and return later without losing any information. Whether they're switching devices, locating insurance documents, or simply getting interrupted, this option ensures they don’t have to start over.
What Is the “Save Form Progress” Button?
The Save Form Progress button appears on all active patient forms. When clicked, it allows the patient to pause form completion and resume later using the same secure link sent via email or text. This button is especially helpful for longer forms or when patients don’t have all their information immediately available.
⚠️ Note: Saved drafts are private and accessible only to the patient through the original email or SMS link. Practices will only see the form once it’s fully submitted.
Why This Feature Was Introduced
Previously, if a patient exited a form before submitting, all entered data would be lost. This led to frustration, abandoned forms, and extra follow-up from office staff. The Save Progress feature was created to:
Prevent loss of entered data
Allow form completion at the patient’s convenience
Improve submission rates and accuracy
Benefits for Patients
Flexibility – Complete forms on their own time without feeling rushed
Convenience – Start on one device and finish on another
Time-saving – No need to re-enter data after interruptions
Peace of mind – Confidence that their information won’t be lost
Benefits for Practices
Fewer incomplete submissions – More patients finish their forms successfully
Less front desk follow-up – Staff won’t need to resend links or troubleshoot lost progress
Higher patient satisfaction – A modern, user-friendly experience builds trust
Seamless workflow – Forms only appear in your system after full submission; no changes to your intake process
How It Works (From the Patient’s View)
Start filling out a digital form (e.g., registration, health history)
Click the “Save Form Progress” button at any time
Close the form if needed
Return later using the original link sent via email or text
Resume from where they left off and submit when ready
