In addition to easy drag-and-drop functionality, NexHealth forms also come equipped with functionality for advanced editing.
Of course, while you are welcome to make any edits you feel comfortable performing, our team is also here to help!
To edits forms in NexHealth:
1. Navigate to Forms and select Manage Forms.
2 Click on New form and select Build.
3 You can start from scratch using the form components on the left, or click on Select a template to begin with an existing form.
To add a Logo to the top of a form
1. To add your logo at the top of your form, click on Location Logo and drag it to the desired location in the form. Then click Save.
To add fields to your form
In addition to editing existing fields, you can also use the Questions menu on the left to add additional fields.
1. To add a field, drag the component type you'd like to include into the form.
2. Form components include:
Questions
Text Field - Allows the patient to type in answers to questions on a single line. This is preferred when the answer is expected to be short - like when asking for the patient's name.
Text Area - Allows the patient to type in answers to questions on multiple lines. This allows more space for a longer answer, and can even be configured to expand if the answer is longer than the Text Area originally allows
Email - Prompts a patient to enter their email address and validates that the entry is formatted as an email.
Number - A Text Field that will only accept numbers as input.
CheckBox - Allows the patient to check a single box.
Select Boxes - Allows patients to check multiple boxes in a list
Dropdown - Allows patients to select one item from a drop-down menu
Radio - Allows patients to select one item from two contradictory options. (Often a yes or no option.)
Date - Calendar or Birthdate options
Address - Suggests full addresses patients can select based on Google Maps locations after a few characters
File - Allows the option to attach a file to a form
Signature - requrires a signature box
Layout
Content - Allows you to include a piece of text within the form. These are often followed by other fields indicating that a patient has read the content.
Columns - Formatting component allows you to place the other questions beside one another in columns
Panel - Formatting component that allows you to place other components into the panel.
Location Logo - Automatically adds the location's saved logo.
Conditional Formatting
Conditional formatting allows the content of a form to change based on answer the patient provides. For example, if a patient indicates they are a minor, conditional formatting could allow for guardian information to be added. This can streamline the form-filling process and gather more information when a question requires a follow-up.
1. To begin, open the form you'd like to edit.
2.Click on the gear icon for the field that you would like the condition to be read from. (e.g., the age question in the example below)
3. In the editor for your condition, go to the Data tab, and add the value that you would like to trigger the conditional fields.
4. Go to the API tab and write down the Field Name. (note, just write down the name here, there is no action required.)
5. Next, open the field that should appear/disappear when the condition we created above is met.
6. From the “This Component should Display:” dropdown, select True if you want the field to appear after the condition is met, or False if it should be hidden after it’s met.
7. In the “When the form component:” box, add the API Field Map name you wrote down earlier. (This is case sensitive)
8. In the “Has the value:” box, add the value you took from the Data tab. (This is case sensitive)
9. Save the changes you made. You can now test the form by clicking Save & View in the upper-right corner. This will allow you to view the form from the patient perspective.
Field Validations
Some controls in your form will allow you to validate the information the patient enters. This is especially helpful when collecting information like emails or phone numbers, where particular formatting may be required.
1. Fields with validations include the Email and Phone Number options in the Advanced control window.
Email validates email format, including [email protected] format.
Phone number validates the correct number of digits, including the area code.