How to create and customize your forms

Navigate to the Form Builder

  1. Click Setup
  2. Select Form Builder

    Navigate_to_the_Form_Builder.png

Change Form Settings

You can modify a form's options by following these steps:

  1. Select the form that you would like to modify from the left menu
  2. Click on the Options button to the right of the form name

    Change_Form_Settings.1.png

  3. Here you will be able to select the following:

    Screenshot_2023-03-16_at_11.39.30_a.m..png

    • How often this form need to be updated? Select from the following options:
      1. Do not send automatically
      2. Before first appointment
      3. Before every appointment - sent as soon as appointment is booked
      4. Before every appointment - sent no more than 1 day in advance
      5. Every 6 months, every year, or every 2 years
    • What services require this form to be filled out? Select which services require this specific form to be filled out

    • Place this form after - When a client is required to fill out multiple forms, this setting is so you can choose the order in which they fill out the forms.

    • Attach completed form to SOAP note - Enabling this will allow you to add the form to your SOAP notes. You can read more about this in our Adding a form to your SOAP note article.

 

Adding a New Custom Form

Should you need to create a form that suits your practice's precise needs, you are able to create custom forms. Lite subscribers can create 1 new form, Standard subscribers can create 5 and Premium subscribers can create unlimited new forms.

 

To create a custom form:

  1. Click on the Add New button at the bottom left

    Screenshot_2023-03-16_at_11.25.15_a.m..png

 

Duplicating an Existing Template

To create a duplicate of an existing form template:

  1. To the right of the form in question, click on the three dots
  2. Select Duplicate Template

    Screenshot_2023-03-16_at_11.58.00_a.m..png

 

Adding Questions to Forms

You are able to add additional questions to forms by scrolling to the bottom and selecting the Add Question button.

Adding_Questions_to_Forms.png

Once you click on the button, you can:

  1. Choose your question type (i.e. short answer, multiple choice, etc)
  2. Type in your question

    Adding_Questions_to_Forms.2.png

  3. Select if you'd like to enable display logic (more on that below)
  4. Select if the question will be required or if it will be used only by the office (more on these below)
  5. Save your question

    Adding_Questions_to_Forms_.3.png

  6. Finally, Save the template

Display Logic

Enabling display logic will allow you to add a condition to display the question only if the condition is true.

In the example below, my question "When was your last massage treatment?" will only display if the client answers "Yes" to the previous question, which was "Do you have any previous experience with Massage Therapy?"

This means that clients will not be asked questions that are not relevant. If we know they have never had a massage treatment before, then there is no reason to ask when was their last treatment.

Display_Logic.png

Required Questions

Required questions are those that the client will need to fill out to complete the form.

Required_Questions.png

 

Office Use Only Questions

These are questions that are internal to practitioners or office staff. They will not be viewed by clients while they are filling out their forms.

Office_Use_Only_Questions.png

 

Changing the Order Of Questions On The Form

To move a question up or down the form, you can click on the up or down arrows at the top right of the question you want to move:
Changing_the_Order_Of_Questions_On_The_Form.png

Editing a Question

To edit a question, click on the pencil icon at the top right of the question you want to edit:
Editing_a_Question.png

Deleting A Question

To delete a question, click on the trash bin icon at the top right of the question you want to delete:
Deleting_A_Question_.png

Previewing Your Form

You can preview your form by clicking on the Preview button at the bottom left of your form within the Form Builder:
Previewing_Your_Form_.png

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