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Deleting a Form from the Library

If you need to permanently delete a form from your Forms Library, use the instructions below.

Tip

Want to keep the form but don't want your team assigning it to patients? You can set the form to inactive instead, keeping it in your library but preventing it from being used.

  1. Click Settings from the menu on the left and select Practice Settings.

  2. Click Forms Library and Editor.

  3. In the Forms tab, find the form you'd like to delete from your library.

    • Optional: If your library has a lot of forms, use the search bar to search forms by name or click the filter icon Filter icon. to filter your list of forms by language or form status.

  4. If the form is currently listed as Active in the Status column, click the 3-dot icon 3-dot icon. at the end of the row and select Inactivate. If it's already listed as Inactive, skip to the next step.

  5. Click the 3-dot icon 3-dot icon. next to your form and select Delete.

  6. At the Delete Form? prompt, click Yes, Delete Form.