Pinning & Unpinning Account Library Forms

One method for quick access to your frequently used forms, you can pin forms to the top of your account library list. The Account Library is where you can find all the forms in your account.  For example, tap the ellipsis on the right side of the form name and choose Pin from the menu. This will make a copy of the form and move it to the top in a new section in the account library called Pinned. You'll see this now at the top of the Account Library in all client's records. To unpin a form, tap the ellipsis again and choose unpin from the dropdown menu. This will remove the form from the pinned section and the form will remain in the original section though the star icon will be removed. 

• Related Articles

• How to Organize the Forms Account Library

  You can organize your forms account library from the RxPhoto website. Go to app.rxphoto.com, click the Administration tab, then click Form Templates. On the left side is the Global Library. This is the master list of all the forms currently available ...

• Navigating Forms Screen

  ​ Forms for your client can be found in the client's record. Tap the forms tab at the bottom. In the All Forms screen we'll see the account library. This is where all of the forms from your RxPhoto account are available for use with your client. ...

• Sharing Forms with Clients

  For the Doctor There are three ways to share forms with your client. The first is directly from the client’s Face Sheet. Tap Telehealth. Tap Share Forms. Choose the forms you want to share and at the bottom of the screen tap Share via RxPortal. The ...

• Filling Out Forms

  ​ Forms for your client can be found in the client's record. Tap the forms tab at the bottom. In the All Forms screen, we'll see the Account Library. This is where all of the forms in your RxPhoto account are available for use for your client. Choose ...

• Access Previously Filled Forms in Client Record

  The RxPhoto Mobile App (iPhone/iPad) Forms section of the Client Record allows providers to quickly access and fill out digital forms for everything from Intake Forms to Treatment Flowsheets. Some forms may be specifically for clients to fill out ...