Concern with rescheduling appointments

  • Profile Image
    miammatteo
    Asked on October 24, 2020 at 02:37 PM

    Hi,

    I am using a HIPAA-compliant form that contains numerous required fields, including appointment date/time and payment via Paypal. If a patient submits a form and subsequently wishes to reschedule their appointment, I, as the form owner, am able to edit the submission. However, although I can choose another appointment date/time for the patient, I am unable to resubmit the form to save this selection given the patient has already paid via PayPal and this portion of the form is required for submission. Is there any other way I can reschedule patients? It is important that the payment option remain a required field for submission.


    Thank you for your help.

  • Profile Image
    VincentJay
    Answered on October 24, 2020 at 06:44 PM

    Hello,

    Unfortunately, you cannot edit the payment made (PayPal field) to your form.

    You can only update the appointment widget and other form fields on the Submission page by following this guide: https://www.jotform.com/help/325-how-to-edit-submissions-made-on-your-forms

    Please give it a try and let us know if you need further help or if you have any questions. Thank you!


  • Profile Image
    miammatteo
    Answered on October 24, 2020 at 07:18 PM

    Hi,

    I do not wish to edit the payment. My concern is that I am unable to edit the appointment date/time on submitted forms. The reason I am unable to do is that the payment portion of my form is required and Jotform will not allow me to resubmit the form with the changes made to appointment date/time only. "This field is required" appears in red near the payment portion of the form and, therefore, I cannot submit my changes to the appointment date/time.

    Please let me know if there is a workaround for this as it is essential that the payment remain required. However, I currently do not have a way to reschedule patients.

    Thanks.



  • Profile Image
    KrisLei
    Answered on October 24, 2020 at 08:26 PM

    Hello,

    It seems that the best workaround would be adding a Get Form Page URL widget on the form. Then create a condition that if the form is accessed through the edit link, it will "unrequire" the payment field:

    1603585233_5f94c4d18a8d5_Screenshot_1025

    Related guide: how-to-make-a-field-required-based-on-user-s-answer

    However, please make sure that you'll be using the edit link provided on the email notification:

    1603585397_5f94c57501940_Screenshot_1025

    In this way, it will meet the condition that IF the URL contains the 'edit' value. Kindly give it a try and let us know if it didn't meet your requirements.