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How to Unassign Forms on Mobile Devices

Article author
Ly Do
  • Updated

If you are using your mobile device as the main device to connect with your clients and assign forms, you will now be able to un-assign your form on our mobile application. 

Please note: If you do not currently have the interactive form feature, please contact your Account Manager directly. 

INSIDE ROSTER TAB

1. Log into your account and navigate to your Roster tab.

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2. Navigate to the "FORMS" page where you can see a gallery of forms assigned to this particular client. 

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3. From here, you will be able to see the status of the form. If it's completed, there will be a green checkbox on the left side. You will only be able to un-assign INCOMPLETE forms that have the X circle icon on the left side. 

4. Click on this icon  mceclip0.png  to un-assign form. 

5. Click on the trash icon and you can complete un-assigning this form.

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IN THE APPOINTMENT LIST

1. Log into your account and navigate to the desired appointment. 

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2. Click on the form and attachment icon   mceclip1.png

3. You will be able to see all forms associated with this appointment.

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4. From here, you will be able to see the status of the form. If it's completed, there will be a green checkbox on the left side. You will only be able to un-assign INCOMPLETE forms that have the X circle icon on the left side. 

5. Click on this icon  mceclip0.png  to un-assign form. 

6. Click on the trash icon and you can complete un-assigning this form.

Image_from_iOS__30_.png

If you are having issue un-assigning your forms, please make sure that you have the most up-to-date version of the OnCall Health mobile application by deleting and reinstalling the app. 

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

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