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Manage Submitted New Patient Intake Forms

You will be alerted with an email when a form is submitted. From this section, view successful or errored form transmissions, print or preview submitted forms.

  1. Login to iControl
  2. Click on 'Leads' from the Home Dashboard section
  3. Scroll down the page to view your list of submitted forms
  4. Hover over the arrow on the right. Although uncommon, if you notice an error message, you may need to correct some settings and then click on the arrow icon [resend to chirotouch] to resend the form information to ChiroTouch
  5. Other Options Available
  6. View
  7. Delete
  8. Export (to .csv)
  9. Print
  10. View PDF version

iMatrix Answers Video


THIS ---->https://supportimatrixcom.imatrixbase.com/website/updating-the-website/iform/chirotouch-iform-integration/manage-submitted-new-patient-intake-forms.html

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