Task #34
openEpic #13: Patient Portal
Feature #17: Complete Health Intake Form
Edit Health Intake Information Before Submission
0%
Description
User Story :
As a patient, I want to review and edit my health intake information before submitting it so that I can correct any mistakes or add missing details.
Acceptance Criteria :
- On the Summary Page, each section of the intake form should display a clear “Edit” option beside it.
- Clicking Edit should navigate the user back to the corresponding section with all previously entered data prefilled.
- After making updates, the patient can click Next or Save and Return to Summary, returning to the same summary page view.
- System should save all changes automatically after each edit.
- The summary should update dynamically to reflect any modified data.
- Validation rules should apply when editing fields (required fields, formatting, etc. — TBD).
- Once all information is correct, the user can click Submit Form to finalize and save.
- If the user leaves the page midway (browser close, page refresh, or navigation away), the system should auto-save the current progress, and when the user returns, the system must restore them to the same page and section they left off.
Display confirmation message on final submission :
“Your Health Intake Form has been successfully submitted.”
Notes for QA :
- Verify that clicking Edit opens the correct section with previously entered data.
- Check that updates made in a section are reflected in the summary view.
- Confirm validation prevents blank required fields.
- Test navigating between multiple sections before submitting.
- Verify the final submission stores all updated values accurately.
Files
Updated by Redmine Admin about 1 month ago
Redmine Admin wrote:
User Story :
As a patient, I want to review and edit my health intake information before submitting it so that I can correct any mistakes or add missing details.Acceptance Criteria :
- On the Summary Page, each section of the intake form should display a clear “Edit” option beside it.
- Clicking Edit should navigate the user back to the corresponding section with all previously entered data prefilled.
- After making updates, the patient can click Next or Save and Return to Summary, returning to the same summary page view.
- System should save all changes automatically after each edit.
- The summary should update dynamically to reflect any modified data.
- Validation rules should apply when editing fields (required fields, formatting, etc. — TBD).
- Once all information is correct, the user can click Submit Form to finalize and save.
Display confirmation message on final submission :
“Your Health Intake Form has been successfully submitted.”Notes for QA :
- Verify that clicking Edit opens the correct section with previously entered data.
- Check that updates made in a section are reflected in the summary view.
- Confirm validation prevents blank required fields.
- Test navigating between multiple sections before submitting.
- Verify the final submission stores all updated values accurately.

Updated by Redmine Admin 2 days ago
@Anjan Talukdar @Shubham Gupta
Please confirm the required fields for the intake form so we can validate and enforce them correctly in the UI and backend.