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If automation has not sent the forms your patients needs or the patient has made an error and needs to fill out a new one you can manually send forms to a patients portal by following these steps:

1. Navigate to the patient file

2. Select the patient you want to request a form for

3. Select the Patient Experience button 

   

4. Select the form you want to request, you will know the form has successfully been requested when 'Requested' displays.

5. The patient can now sign into their portal and complete the forms