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Approving a Form Submission

When setting up form templates, you can specify whether a form needs to be reviewed and approved once submitted. This can be helpful for med spas if a medical director or doctor needs to sign off on a form after it’s submitted.

Setting up a form to require approval

To set up a form to require approval, go to Settings > Form Templates and select the form template.

To create and modify form templates, you must be an Admin user, or you must have the Can manage form templates permission enabled in Staff Member settings.

In the Details tab, select which type of approval is required.

  • Review required: The selected staff member must approve the form submission by selecting an Approve button.

  • Review & signature required: The selected staff member must approve the form submission by adding their signature.

When selecting which staff member can approve the form submission:

  • You can select a specific staff member for each location.

  • If you select multiple staff members for a location, any of those staff members can approve the form submission.

Approving a form submission

On the Form Submissions screen, form submissions that require approval have a status of Needs Review.

If you are the selected approver for the form template, you can approve a form submission by reviewing the information and selecting Approve or Sign for Approval.

If you need to sign for approval, this will not change any other signatures that were added to the form submission using the Signature form field.

Once approved, the form submission will change from Needs Review to Completed on the Form Submissions screen.

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