Reviewing and Finalizing a Form Packet from a Patient Record - OnBase Mobile Healthcare - Foundation 25.1 - Foundation 25.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard - OnBase/OnBase-Mobile-Healthcare/Foundation-25.1/OnBase-Mobile-Healthcare/Usage-for-Android-Tablet/Working-With-Form-Packets/Reviewing-and-Finalizing-a-Form-Packet/Reviewing-and-Finalizing-a-Form-Packet-from-a-Patient-Record - 2025-04-01

OnBase Mobile Healthcare
Platform
OnBase
Product
OnBase Mobile Healthcare
Release
Foundation 25.1
License
Premier
Standard

To review and finalize a form packet from a patient record, complete the following steps:

  1. While viewing a patient record, tap the Packets icon:
    Tip:

    The Packets icon displays an indicator if any packets are assigned and have not been finalized.

  2. Select the form to review and finalize, or to review and finalize all pending forms, tap All Forms. A list of options is displayed.
  3. Select Review. The patient's form packet is displayed:

    The patient's forms are displayed in a read-only view. Review each form individually to ensure the appropriate information has been filled out.

  4. Swipe the screen to the left or to the right to move between the next and previous forms.
    If you need to make changes to a form, tap the back button in the upper left-hand corner of the screen to go back to the patient record, then follow the steps to open the form packet in Opening a Form Packet from the Patient Record.
  5. After you have reviewed the forms in the packet and ensured that the information entered is correct, tap Finalize Packet.
    Note:

    Ensure you have completely reviewed all of the forms in the packet before tapping Finalize Packet. Once a form packet is finalized, the forms are made available to other users and processes in OnBase. After you finalize a packet, you can no longer make changes to the packet from within either the form packet interface in the OnBase Mobile Healthcare app or the Healthcare Form Manager application.

    Note:

    After finalizing a form packet, if you need to immediately assign another form packet to the same patient, return to the module selection screen in the app before assigning the new form packet in the Healthcare Form Manager. This allows the app to refresh the packets view after the new form packet is assigned.