How Can I Create a Custom Form?

To create a custom form, hover over “Accounts” on the top navigation, then click on “Forms.” From this page, you can manage all of your forms in one location. To start the process, click on the plus sign in the right-hand corner of the screen.

Input the name of the form, the category you would like the form to appear in, as well as a short introduction to guide users through the answering process.

Once you’re satisfied with the basic details, click “Next Step” to create the form.

From here you’ll be able to create the actual questions that will help you gather data and information from your patients. To get started, click on the plus sign to the right of “Questions.”

Enter the question, a description to guide the patient in how they should answer, and the answer type (text, numeric, multiple choice, or dropdown). Click “Add Question” and it will now appear under the “Questions” heading. Repeat this process as many times as you need to populate your form.

Once you’ve finished creating all of the questions for your form, click “Save” in the right-hand corner of the screen. Your form will now appear on your Forms dashboard.

Editing a Form

You can also edit any of the details of the forms you’ve created, as long as they haven’t been answered. Once a form gets answered users can no longer edit the form, so it’s a good idea to ensure that your form is flawless before you start sending them out.

From your Forms dashboard simply hover over the form in question and click on the “Edit Form” button on the right (the one that looks like a pencil).

To change the basic details of the form such as the name or category, click on the “Edit” button.

To change the details of specific questions within the form, click on the pencil icon to the right of the question you’d like to edit.

Answering a Form

To answer a form, start by selecting the patient in question. Click on the add button on the right hand side of the screen and click on “Form Answer” from the pop-up menu.

From here you can select any of the forms you created earlier. Forms on this list will be separated by the categories you previously created when designing the forms.

Select the desired form, then click on “Next Step.” Answer the questions and input the various required values, and click on “Add Answers” when you’ve finished.

The form and its answers will now be available on your patient’s account. From here you can edit the form, add a note, or export it into a PDF for printing.

Form Invitations

Once you’ve created a form, you can email it to a patient directly from within the app. To do this, head to the chart of the patient you would like to send the form to, then click on the plus sign in the upper right corner. Next, click on “Form Answer”, select the relevant form from the dropdown menu, then click “Email Form to Patient.”

Select the address that you would like to send the email to, and then click “Send.” You will be notified once the patient completes and submits the form.

Bulk Form Invitations

To send forms to multiple patients simultaneously:

  • Head to the Forms page by clicking Account and then Forms
  • Select the email icon in the upper right corner to access the Bulk Form Invitations page
  • Click on the plus icon in the upper right corner
  • On the pop-up modal, select a form from the dropdown menu
  • Optionally add a custom note that will accompany the form
  • Check the box(es) next to the names of the doctor(s) to send the form to their patient panel
  • At this point, you can also click Send me a test if you would like to see how the final form and email will look before you send it
  • Once you’re happy with your selection, click Proceed to the Next Step

The next page contains the entire list of patients who will receive the form invitation. You can add or remove a patient from the list by checking or unchecking the box next to their name.

Once you’re happy with the final list, click Confirm and Send Emails.

Another way to send a bulk form invite is by selecting an existing form, then:

  • Clicking on the gear icon in the upper right corner
  • Selecting “Send to Multiple Patients”
  • Following the same steps as above

Exporting Data from Forms

Data from forms can be exported in two different ways.

In the first method, the data is scoped to the patient – it contains data from the single patient who filled in the form. Data exported in this way can be exported into a CSV as well as a PDF file.

To start, go to “Form Answers” within your patient’s chart, then click on the specific form you’d like to export. Click on the gear icon in the top right hand corner of the screen and you’ll then have the option to export it into a CSV or PDF file.

In the second method, the data is scoped to the form itself – it contains data from multiple patients who have filled in the form. Data exported in this way can only be exported into a CSV file.

Start from the Account > Forms page and select the form you would like to export. Just like the previous method, click on the gear icon in the top right hand corner of the screen, then click on “Export Answers to CSV.”

Duplicating Forms

If you don’t want to create a form from scratch, there’s a simple way to duplicate preexisting forms. On the Forms page, hover over a preexisting form, then click the “Duplicate form” button on the right.

From here, you can edit any and all details of the form. Select the “Edit” button in the upper right corner to edit the name, category, or introduction on the form. And click on the buttons to the right of preexisting questions to copy or edit them, or add a new question by clicking on the plus icon to the right of the Questions heading.

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