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Check and complete an E-Form

In this article we guide you on how you can check for an E-Form and complete one.

Neha Joshi avatar
Written by Neha Joshi
Updated over 5 months ago

Check for an E-Form

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

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.

SRM page

You can also check the E-Forms from the SRM tab.

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

  2. Expand the E-Forms section and you will see the forms with Pending Completion status.


Complete your E-Form

Before completing your E-Form, you will have to navigate to it. If you’ve received an email notification, you can click the link to go straight to it. Alternatively, you can find the E-Form in the SRM tab by following these simple steps:

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

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

  2. Expand E-Forms, then you can click on the form you wish to complete.

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

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

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