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How to Download Files & Forms

Article author
Helen
  • Updated

Downloading forms and files from your OnCall Health account is quick and easy. Follow the steps below to download the forms and files associated with a client or appointment.

If you currently do not know how to assign a form to a client, please follow our guide on how to send interactive forms and assessments. 

Jump ahead:

Downloading Files

If you would like to download a file that you have shared with your client(s), follow the instructions below. We recommend using a computer device to download the attachments. First, go to your dashboard and find the appointment associated to the file you would like to download.

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Once you have identified the correct appointment, look for the Arrow Icon. If there are included files, it will be indicated by a red circle with the number of files that were uploaded and are available to be downloaded from the platform. Click on the Arrow Icon and you will see a list of all of the files that have been shared. Select the file you would like to download

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If you have several files to download, repeat the previous step until you have all of your desired files. The file(s) will be downloaded onto your device for your viewing. Please note that files could be shared in Past appointments as well if they've been completed.

If you are using your mobile device to download the attachment, please refer to the guide here.

 

Downloading Forms 

There are three ways that you can access a form that has been submitted by your client through the OnCall Health platform.

Option 1: "Patient has submitted a response form" email

Once a form is completed by a patient/client, you will receive an email notifying you that the form has been completed. Clicking on "Review" in that email will prompt you to login to the platform and will take you directly to the form that was submitted by the client. Note: you can check the status for the form in the top left corner to ensure it's been completed.

 

Scroll down to the bottom of the form. You'll be able to 'Export' or 'Print' the form. Clicking Export will automatically download the form as an Excel file, while clicking Print will open a new screen where you can set the destination to "Save as PDF" (versus selecting a printer on your network).

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Click "Save" and you will be prompted to name your file and save it in the appropriate folder on your device. 

 

The form will be in the folder you saved it in. You can now access the form(s) as a PDF.

Option 2: Appointments

Start by logging into your account. Navigate to the appointment that houses the form you wish to download and click on the paper clip icon on the top right corner.

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You can check the status for the form in the top left corner to ensure that's its been properly completed before you proceed.

 

Scroll down to the bottom of the form. You'll be able to 'Export' or 'Print' the form. Clicking Export will automatically download the form as an Excel file, while clicking Print will open a new screen where you can set the destination to "Save as PDF" (versus selecting a printer on your network).Click "Save" and you will be prompted to name your file and save it in the appropriate folder on your device. The form will be in the folder you saved it in. You can now access the form(s) as a PDF.

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Option 3: "Forms & Files" Tab in Roster

Start by logging into your account and navigating to the Roster tab. Find the client you're looking for in the left navigation and click on the "Forms & Files" tab within their profile.

You will see a gallery of all the forms that were assigned to this Roster contact and download the form by clicking on the form. The checkmark on the right indicating that the form was completed and submitted. 

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You can also check the status for the form in the top left corner when reviewing the form to ensure it was properly completed before you proceed. 

 

Scroll down to the bottom of the form. You'll be able to 'Export' or 'Print' the form. Clicking Export will automatically download the form as an Excel file, while clicking Print will open a new screen where you can set the destination to "Save as PDF" (versus selecting a printer on your network).Click "Save" and you will be prompted to name your file and save it in the appropriate folder on your device. The form will be in the folder you saved it in. You can now access the form(s) as a PDF.

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If you have any further questions, please do not hesitate to contact us at support@oncallhealth.ca.

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