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Check for E-Forms to complete

In this article we guide you on how to check for e-forms to complete.

Neha Joshi avatar
Written by Neha Joshi
Updated over 3 months ago

There are two ways to see E-Forms to complete; an email notification and in your CRM page.

⚠️Important: You can't submit the E-Form more than once. Once you submit an E-Form, you're unable to change any details.

Email notification

When an E-Form requires you to complete it, you receive an email notification. Clicking the link on that email takes you directly to the E-Form.

CRM page

You can also check the E-Forms from the CRM tab. To do this:

  1. Click the CRM tab, then scroll to the E-Forms section.

  2. Expand the E-Forms section to see the forms with Pending Completion status.

  3. Click Actions, then click Complete E-Form.

📌Note: When you've completed you E-Form and you get a red warning status on your E-form, you don’t need to do anything unless advised by the CCG or Local Authority. Depending on the category or sub-category, they may simply request additional information from you about a particular area.

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