Work with the forms list

The Forms List page displays all the Sunrise Patient Portal™ forms, both published and unpublished. Administrators can use Forms List to view information about each form and to edit or delete forms.

The Forms List displays the following information about each form:
Column Description
delete form icon image The Delete Form icon. Click to delete a form.
edit form icon image The Edit Form icon. Click to open a form for editing.
Name The form name
Type The form category
Last Modified The date the form was last changed
Status The status of the form: published or unpublished. Published forms are available for patients to complete. Unpublished forms are only available to site administrators.
Parent topic: Sunrise Patient Portal Web Parts Help

Filter the forms list

You can filter the list of forms that are displayed according to their status, category, or both.

Procedure

  1. For Status, select the status of the form you want to view.
  2. For Category, select the category of forms you want to view.

View forms

Procedure

Click the form name in the form list.

The form opens.

Edit forms

Procedure

  1. Click the Edit Form icon.

    The form opens in the Form Editor.

  2. Edit the form.
  3. When you are finished editing the form, save or publish the form.

Delete forms

Procedure

  1. Click the Delete Form icon for the form.

    A confirmation message is displayed.

  2. Click OK.

    The form is deleted.