Add display logic, Required, and Office use only settings

  • These setting give you deeper control over form and note completion
  • They help insure that the right people complete the right fields
  • Continue reading to learn more

Contents


About these settings

  • Form questions can be Required, for Office use only, or have display logic added
  • Add display logic is also an option for treatment note questions

Add display logic

  • Add display logic is an option on both form and note questions
  • You can use it to show a question, under specific conditions
  • This can help you and your clients save time or dig deeper
  • Display logic can be linked to previous, Multiple choice-type questions
  • It can be linked to multiple options from the previous question
  • It can't be linked to subsequent questions
  • It can't be linked to non-Multiple choice-type questions
  • It can't be linked to more than one question

Required

  • Required is an option on form questions, only
  • You can use it to require clients to answer a question, before they can submit the form
  • Clients will not be able to submit a form without completing Required questions

Office use only

  • Office use only is an option on form questions, only
  • You can use it to prevent clients from filling out specific fields
  • Questions marked as Office use only won't appear on forms sent to clients
  • Questions marked as Office use only can only be edited directly in the client's file

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