For use with NexHealth Forms.
To find a form to edit, you’ll need to…
Navigate to Forms → Manage Forms.
Select the form you want to edit, or select New form → Build.
Overview
Add a field to a form
Question fields are one type of component you can add to your form. You can also add text, your logo, and layout components.
1. Locate the field or other component in the lefthand column.
This list contains a variety of questions, in addition to the ability to insert text content, layout items, and your logo.
2. Drag the component (field) into your form.
Once you’ve done that, you can be done with that component!
3. Customize the component, then Save.
Depending on the field type, it will ask for answers to various prompts (e.g. - Label, Default Value, Format, etc.). For more on customizing those fields, look to how to edit a form component.
Is there a way to ensure that all pages of the health history forms are completed by patients?
You can make a field required by selecting the Validation tab within the component configuration and checking Required.
Types of form fields
You can use the components from the Questions and Layouts menus to the left.
Questions
The questions ask the patient to provide information.
Text Field - Short answers to questions on a single line, e.g. asking for the patient's name.
Text Area - For longer, multi-line answers. This can even be configured to expand further.
Email - Validates that the entry is formatted as an email.
Number - Only accepts numbers as input.
Phone Number - Validates that the entry is formatted as a phone number.
CheckBox - Check a single box.
Select Boxes - Check multiple boxes in a list.
Dropdown - Select one item from a drop-down menu.
Radio - Select one item from contradictory options. (Often a yes or no option.)
Date - Request calendar or birthdate options in a single field.
Date Entry - Request calendar or birthdate options via three separate month, day, and year fields.
Address - Suggests full addresses patients can select based on Google Maps locations after a few characters
File - To attach a file to a form. Choose from a selection of common file types including PDF, JPG, PNG and more.
Signature - Requires a signature.
Insurance - Request insurance information.
Preferred Language - Ask for a preferred language.
Payment Method - this is the most secure way to request credit card information via a Form. For more information, see the article on collecting credit card information.
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 allow you to place questions beside one another in columns
Panel formatting allows you to place other components into the panel.
Location Logo adds the location's saved logo.
Edit a field on a form
You can customize the fields on forms.
1. Click on the gear icon for the component to edit.
Hover over the element you want to edit. This makes the component menu appear. Click on the gear icon to open the component editor.
You can delete fields by hovering over the component and clicking the red X button.
2. Change component details.
Depending on the type of component, you can change the label (which is the wording that appears on the form), label position, formatting, and more.
Can I make my fields sync back to my health record system?
You can make fields sync back to your health record system via the Sync tab in component configuration. For more details, see the article on field syncing.
Can I show a dropdown only if the patient answers "Yes" to a question?
Yes! You can use the Conditional tab to make components only display dependent on other components.
On the Component screen, open the Conditional tab.
Set the following:
This component should display: True
When the form component: select the conditional question (x)
Has the value: the answer you want to trigger this conditional question (note that this field is case-sensitive)
3. Click on Save and exit.
Be sure to click on Save and exit when finished.