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Submitted Forms

  1. Export Submitted New Patient Intake Forms to Eclipse - With the click of a button, quickly move your new patient's information into Eclipse. Once a New Patient Intake Form has been submitted from your website, an email will be generated and sent to the email listed in the Settings Profile. It will notify you to login to iControl to view the form details.

  2. Eclipse should be closed.
  3. Login to iControl
  4. From the 'Home' Dashboard
  5. Click on 'Leads'
  6. You will see a list of form submissions. To the right you will have the 'Options' for each form. Click on the options for iForm that you would like to export into Eclipse and select 'Export to Eclipse'
  7. Click on "Open" from the pop-up window. - You should see a pop-up from your browser asking you what action to take with the .IMX file Eclispe imported
  8. Click on OK for the "1 patient(s) added to ECLIPSE..." pop-up message Eclispe imported
  9. Open Eclipse to view the New Patient Intake information
  10. If you have followed all of these 8 steps and are not getting the results you'd expect, please review all steps in this tutorial beginning with the requirements listed in the Getting Started section at the top.

iMatrix Answers Video


THIS ---->https://supportimatrixcom.imatrixbase.com/website/updating-the-website/iform/eclipse-iform-integration/eclipse---submitted-forms.html

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