Use our form builder to customize our templated forms for your practice, or build forms from scratch.
Edit a field on an existing form
1. Navigate to Forms and select Manage forms.
2. Click on the name of the form you want to edit. This opens the Form builder.
3. Hover over the right corner of the element you want to edit. This makes the component menu appear. Click on the gear icon to open the component editor.
4. Depending on the type of component, you can change the label (which is the wording that appears on the form), or make the component required (by switching to Validation and checking the Required box.
5. Be sure to click on Save and exit when finished.
Build from scratch or edit a templated form
1. Navigate to Forms and select Manage forms.
2. Click on New form and select Build.
3. Start from scratch using the form components on the left, or click on Select a template to begin with an existing form and edit from there.
4. Drag and drop components from the left side menu. Hover over the top right of the component to make the editing menu appear. Use the gear icon to open the editor. Use the red x to delete the component.
5. To make one of the designated fields sync into your practice management system:
Drag the Text Field component into your form.
Hover over the top right corner of the component.
Click on the gear icon. This will open the component editor.
Click Sync.
A dropdown of available data fields appears. Select the field to write back to your practice management system. When patients enter that data into the form, it will automatically update the corresponding field in your practice management system.
Click Save.
*Note: if you wish to use a form component or text field and do NOT want it to write back to the practice management system, select Field not mapped to Health Record System.
To make a field required (meaning the form will not submit until the field is completed):
Drag the component into your form, or locate the component you want to make required.
Hover over the top right corner of the component.
Click on the gear icon. This will open the component editor.
Click on the Validation tab.
Click the check box next to Required.
Click Save to update the field.
Add a Logo to the top of a form
1. To add your logo at the top of your form, click on Location Logo in the left side component menu and drag it to the desired location in the form. Then click Save.
Types of form fields
In addition to editing existing fields, you can also use the components from the Questions and Layouts menus on the left to add additional fields.
To add a field, drag the component type you'd like to include into the form. 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 - choose from a selection of common file types including PDF, JPG, PNG and more.
Signature - box that requires a signature
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 - The 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.
Add conditional formatting
Conditional formatting allows the content of a form to change based on the 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.
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 and view in the upper-right corner. This will allow you to view the form from the patient perspective.