How to Archive a Form

To archive a form, first go to the client record. Tap forms, then tap Client Library. Tap the ellipsis next to the form name you want to archive, then tap Archive. To confirm tap the number of forms you're archiving for storage. Then tap Done. You'll see the confirmation message at the top, and the archived form will be hidden from the client's library list of forms. 

• Related Articles

• Submitting a Form

  When a client logs in and finds the Form Requests icon has a numbered badge, this is the procedure for completing and submitting the forms. Tap the Form Requests button to see the forms. Select one of the forms and answer all the questions on the ...

• Sharing a Completed Form with the Client

  For the Doctor After the client submits a form, the status of the form changes to Client Submitted. Now the doctor can review the answers. By tapping on the ellipsis at the top right of the screen, the doctor can change the form status to Complete. ...

• Archive Photos

  ​ While you can't delete photos from a client record, you can archive them so they no longer appear in the record. To archive, go to the photos section of the client's record, then tap select at the top of the screen and choose the photos you want to ...

• Viewing Completed Forms

  When a client finds a completed form in RxPortal, they can open it by selecting it. The client can review the notes and recommendations by the doctor by scrolling through the form. The completed form can no longer be edited, only reviewed.

• Archive a Client Record

  To archive a client record, login to your account on the rxphoto website at App.rxphoto.com.  Find the client you'd like to archive.  Click the ellipsis at the far right side of the client record and choose Archive.  Click Confirm.  Once a client is ...