> ## Documentation Index > Fetch the complete documentation index at: https://docs.getsolum.com/llms.txt > Use this file to discover all available pages before exploring further. # Form Submissions > How patient form submissions become patient records # Form Submissions When a patient submits one of your forms, Solum tries to match them to an existing patient automatically. If we can match confidently, we update that patient with the new info; if the data is ambiguous, we flag the submission for your review. The patient always sees a success message — their data is captured before any matching runs, so internal issues never cost them their submission. Manage submissions from [**Submissions**](https://app.getsolum.com/submissions) (or from a specific form's detail page). Submissions list with stats and recent submissions *** ## How auto-matching works A submission goes through three matching steps, in order. The first step that finds a confident match wins. If the submission has first name + last name + date of birth, we look for an existing patient with the same three values. Names are case-insensitive; DOB must match exactly. If demographics didn't match, we look up the phone number. When we find one, we verify the name is close enough — typos like "Jhon" vs "John" are accepted, but completely different names are rejected and we move on. Same idea as phone, but using email (case-insensitive). The submitted name still has to be close to the existing patient's name. If a match is found, we update the existing patient with the new form data and the submission moves to **Form Processed**. If we match a patient but their phone or email belongs to a *different* patient on file, we leave that field unchanged on the matched patient — Solum never overwrites contact info that points to someone else. ## When we create a new patient If no step matches, we create a brand-new patient — provided we have either a unique phone number OR full demographics (first name, last name, DOB). The submission moves to **Form Processed**. ## When we ask for your help (Pending Review) If we can't match AND can't safely create — for example, the phone is taken by another patient and we don't have a DOB to fall back on — the submission lands in **Pending Review**. The patient still sees a success message; their data is fully preserved. You'll see how many submissions need attention on the **Pending Review** stat card at the top of the Submissions page: Pending Review stat card Click the card to filter the table to just those rows. ### Resolving a Pending Review submission Click **Resolve Conflicts** on a pending submission. You'll see what the patient submitted alongside the existing patient(s) we found, and you choose how to proceed: Resolve Conflicts dialog showing the submitted data and the matching patient | Choice | What it does | | ----------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Pick the matching patient** | Links this submission to that patient AND updates their record with the new form info | | **Create new patient** | Creates a fresh patient record. If the submission's phone or email is taken by someone else, those fields are skipped on the new record. Not available when the conflict is a name + DOB collision (you'd be creating a duplicate). | Click **Update & Process** to apply your choice. The submission moves to **Form Processed**. *** ## Submission statuses | Status | Meaning | | ------------------ | -------------------------------------------------------------- | | **In Progress** | Form link sent via a sequence; awaiting the patient's response | | **Form Completed** | Patient submitted; we're matching them in the background | | **Form Processed** | Patient is fully linked, data is live | | **Pending Review** | We couldn't auto-resolve; needs your decision | | **Paused** | Manually paused by your team | You can filter the table by any of these via the **All Statuses** dropdown.