Custom forms empower providers to design tailored data collection tools for their patients. These forms can be built from scratch or using templates, ensuring flexibility and relevance to various patient needs. Providers can define the structure, categories, and question types.
Steps to Create a Custom Form
Access the Custom Forms Manager
Navigate to the Patients section.
Select Forms and click on the vertical ellipsis (three dots).
Choose Manage Custom Forms from the dropdown.
Initiate Form Creation
In the Custom Forms Manager panel, click on + Custom Form.
Provide a unique name for the form in the Custom Form Name field.
Optionally, select a template to prefill the form structure or start from scratch.
Click Next to proceed.
Add Categories
Define sections of the form by creating categories. Click on + Add Category, then enter the category name.
Categories help organize questions logically.
Add Questions
Inside each category, click + Add Question to add individual fields.
Choose a question type from the dropdown, such as:
Short answer
Long answer
Date picker
Time picker
Multiple choice
Dropdown
Checkbox
Specify if the question is Required or allow optional text fields.
Add a brief description or guidance if necessary by enabling the Description toggle.
Preview and Save
After adding all categories and questions, click Review to preview the form layout.
If satisfied, click Save Template to finalize and store the custom form.
Editing and Managing Forms
Edit: Select an existing form and click the pencil icon to modify categories or questions.
Delete: Remove outdated forms by clicking the trash icon.
Duplicate: Create a copy of an existing form to save time.