Case Complete Form Instructions
This scenario assumes that the AGD Resident is logged on to Axium at a clinic workstation.
Refer to screenshot:
- Open Personal Planner
- Click the User Forms icon
- Click the Create New Form icon (folder with green “+” sign)
- Select the “COMPL” (Case Complete) form from the drop down list
Resident fills in page 1 of the form; click the Calculate button to automatically fill in the resident’s provider number on the form; when finished, resident self-approves page 1 of the form by clicking the Approve button.
Faculty fills in page 2 of the form; click the Calculate button to automatically fill in the resident’s responses from page 1 (no need to flip back and forth between pages); when finished, faculty approves page 2 of the form by clicking the Approve button, then swiping their UMB One Card.



Advanced Education in General Dentistry Implant Progress Form
Advanced Education in General Dentistry Implant Progress Form
Request for Medical/Consultation Form
Request for Medical/Consultation Form