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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

Authenticated portal users can view their assigned forms at /portal/forms. This route is a nested child of the /portal layout (PortalLayout) in src/routes/pm.tsx and renders PortalFormsPage.

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Overview

The My Forms page lists pre-admission packets assigned to the current portal user. Each packet is displayed as a card with its status (pending, in_progress, viewed, partial, completed, signed). Packets with an actionable status link to the pre-admission wizard at /portal/pre-admission/:packetId. Completed or signed packets are shown for reference. The page uses usePortalPreadmissionPackets() to fetch assignments.

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Who it’s for

No explicit permission gate on this route. Access is controlled by the portal authentication context.

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Before you start

  • You must be registered and signed in to the patient portal.
  • A staff member must have assigned a packet to your account.

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Steps

  1. Sign in to the patient portal and navigate to Forms (/portal/forms).
  2. Review the list of assigned packets and their statuses.
  3. Select an active packet card to open the pre-admission wizard and complete the required forms.

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Key concepts

Packet status — Packets progress through statuses: pending → viewed / partial → completed / signed. Completed and signed packets are displayed for reference only. Pre-admission wizard — Tapping a pending packet navigates to /portal/pre-admission/:packetId to complete the multi-step intake process.

Platform Foundation

Platform Foundation overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/pm.tsx
  • src/cores/pm/pages/portal/PortalFormsPage.tsx
  • src/cores/pm/hooks/usePortalPreadmissionPackets.ts