Practice Axis offers a streamlined process for updating forms, ensuring your administrative tasks remain efficient and accurate. If you need to modify a form, such as the self-advocate appointment request form, here's a step-by-step guide on how to achieve this seamlessly:

Accessing and Editing Forms:

1. Locate Forms on Practice Axis Google Drive.
2. Navigate to your Practice Axis Google Drive, where you'll find a repository of essential resources, including forms.
3. Identify and click on the specific form you wish to edit (in this case, the self-advocate appointment request form).

Editing the Form:

1. Once the form is open, scroll to the section that requires an update.
2. To make changes, simply edit the existing list or add a new question if you intend to include additional fields.
3. After making the necessary modifications, save the updated form within Google Drive.

Create a Support Ticket:

1. Access https://practiceaxis.com/support to submit a Supportal ticket.
2. Within the ticket submission, include a clear description of the changes made in the form.
3. Copy and paste the link to the updated form in the ticket description for easy reference.
4. Submit the Supportal ticket for review and editing of the form by the Practice Axis team.

Post-Launchpad Program:

1. After the launchpad program, use Help Scout to submit support requests for any form editing or other assistance needs.