Form Library & Legal
About This Video
Managing patient legal forms in ReveliaDx is straightforward and well organized. This demo walks you through the Form Library & Legal feature so you can upload, publish, and maintain legal documents inside the platform.
You’ll see how to add a legal form to the Form Library, make it available for patients to complete, and manage it over time. The video also covers how to view forms in the library and deactivate or remove them when they are no longer needed.
Next, you’ll learn where completed forms live in each patient’s profile. By opening a patient record, you can review submitted documents, confirm who signed and when, and download copies for your clinic’s records.
This demo is ideal for clinic and administrative teams managing consent forms and maintaining legal documentation, especially when building a consistent compliance workflow at scale.
Frequently Asked Questions
Uploading legal forms in ReveliaDx is designed to be simple and controlled.
From the Library section, authorized users can:
- Navigate to the Legal Forms tab
- Click Upload New Form
- Add the form title, description, and category
- Upload the document (PDF or supported format)
- Configure whether the form requires patient signature
- Save and activate the form
Once uploaded, the form becomes available for assignment to patients through the clinical or administrative workflow.
Role-based permissions ensure that only approved staff can upload or modify legal documents.
All uploaded legal forms are stored in the centralized Form Library under the Legal category.
From there, you can:
- View active and inactive forms
- Filter by category
- Search by form name
- Review version details
This centralized structure helps maintain consistency and compliance across locations, providers, and departments.
Yes. ReveliaDx allows administrators to manage form lifecycle controls.
You can:
- Deactivate a form to prevent new assignments while keeping historical records intact
- Archive outdated versions
- Replace forms with updated versions
For compliance reasons, previously signed forms remain securely stored in the patient’s record and cannot be deleted from historical documentation. This ensures legal integrity and audit readiness.
Signed legal documents are stored directly within the patient’s profile.
To view them:
- Open the patient chart
- Navigate to the Documents or Legal Forms section
- Select the completed form
You can review the signed document, download a copy, or print it for records when necessary.
All signed forms are securely linked to the patient’s record for easy retrieval during audits or compliance reviews.
Yes. ReveliaDx provides clear signature tracking and time-stamped documentation.
Each completed legal form includes:
- Patient name
- Date and time of signature
- Signature method (e.g., electronic acknowledgment)
- Completion status
- Assigned provider or administrator
This visibility supports compliance, transparency, and documentation accuracy across your practice.