Patients filling out forms have the option to save their progress using the “Save Form Progress” button. This allows them to return to the form later without losing any information they’ve already entered.
What is the “Save Form Progress” Button?
The “Save Form Progress” button lets patients pause and resume their form at a later time—ideal for those who may be interrupted or need additional time to complete the form.
This feature was introduced in response to previous issues where patients who left the form before submitting would lose all their progress and have to start over. By giving patients the ability to save as they go, we’ve improved the overall experience and reduced frustration.
Benefits for Patients
Flexibility to complete the form on their own schedule
Convenience when switching devices or locating documents
Time-saving—no need to re-enter information if interrupted
Peace of mind knowing their progress won’t be lost unexpectedly
Note: Saved drafts are private and only accessible to the patient. They must use the original email or text link to return and finish the form.
Benefits for the Practice
Fewer incomplete or rushed submissions: Patients can take their time, leading to more accurate and complete information
Reduced front desk follow-up: Less need to re-send links or assist patients who had to start over
Improved patient satisfaction: A smoother, more modern form experience reduces barriers to completion
No workflow changes: Offices only see forms after they’ve been fully submitted
How It Works for Patients
Begin filling out the form
Click “Save Form Progress” to pause at any point
Reopen the form later using the original link (sent by email or text)
Resume from where they left off and submit when ready
