1

Filter Group of Clients and select Email Job icon

2

Select WebForm Template – either (Master or Practice)

3

Send Email Job to selected Clients

Email with link to WebForm

Email Jobs listing updated

Sent

In Progress

Active

4

Client Receives email with link to WebForm, and opens WebForm

Viewed

Form Opened

Active

5

Client answers WebForm and saves WebForm to complete at a later date

Viewed

Data Saved

Active

6

To edit WebForm, client can either pick up original email and reopen link, or go to Client Portal and select from My WebForms.

7

Client answers WebForm and Submits when complete

Client is advised on screen that Submit is successful. Also receives email notification with link to WebForm.

Staff member responsible for Client receives email advising WebForm has been submitted.

Viewed

Submitted

Active

8

As soon as a WebForm is submitted, system turns off automatic reminders, and updates the Received date

9

WebForm Job is then stored in the Clients folder as WebForm.pdf with any attached files

10

Staff member may view the Webform package by clicking on the hyperlink under the "Submitted Name" column within email jobs grid (or) Staff member downloads the WebForm package to their desktop which includes all files

Viewed

Complete

Archive

11

When the WebForm package is downloaded, the system will record the date of the download, and which staff member downloaded it

12

Practice can manually override the Task and Job status by ticking the Received column. Date Received is then updated. This would occur if a Client brought in/posted their WebForm details on paper etc.