Introduction:

At times, errors or incomplete information can occur when filling out appointment request forms. In this comprehensive guide, we'll walk you through the process of editing information in the CRM after an appointment request form has been submitted. This feature provides a convenient way to rectify any inaccuracies, ensuring the integrity and accuracy of your data.

Step 1: To initiate the editing process, start by navigating to the CRM page. Click on it to access the forms list view, where all submitted forms are conveniently displayed for easy access and management.

Step 2: In the forms list view, you'll encounter a comprehensive list of journeys or submitted forms. Identify the specific journey or form you wish to edit and click on it to select it for further modification.

Step 3: Once you've selected the form, click on the 'Edit' button located at the top left part of the interface. This action will transition you to an edit view, where you can make necessary changes to the form.

Step 4: In the edit view, you'll notice boxes next to each field name, corresponding to the questions on the form. Edit the answers in the fields that require correction or updating. It's important to note that for certain questions, options may not be visible in this view. In such cases, manual entry of the answer is necessary.

Step 5: For questions where options are not visible, refer to the original form or appointment request forms to view the available choices. For example, if the question is 'Additional reasons for seeking therapy' and you wish to add another answer, locate the corresponding field in the edit view, such as the "additional clinical needs" field, and manually type the answer.

Once you've made the changes, click on the 'Save' button to ensure that your modifications are recorded. This step is crucial for updating the information and reflecting the changes in the system.

Conclusion:

Editing information after submitting an appointment request form is a straightforward process within the CRM. This feature empowers users to correct any inaccuracies promptly, ensuring that accurate information is captured and maintained in the system. By following these steps, users can navigate the CRM seamlessly and uphold the data integrity of their records.