Form Management

Location: Admin

The Form Management function lets you create custom forms for use in the Patient Portal, provider Web Application, or both.

•Patient Portal Forms - these forms let you collect information from patients and/or caregivers. After the user completes the form it is sent to the practice.

•Provider Web Application (Internal) Forms - these forms are completed by practice employees and then transmitted to others using the same methods available under Compose (fax, email, Direct message, secure message to the Patient Portal).

To add a Form:

1.Click MENU > Admin > Forms Management.

2.Click New Form.

3.Complete the following fields:

•Title - enter a unique name for the form

•Form Type - select one or more

•Active (Portal) - this option places the form "within" the Patient Portal (i.e. user must log in to access).

•Public (Portal) - this option places the form on the login page of the Patient Portal (i.e. anyone can access).

•Active (Internal) - this option places the form in the provider's Web Application under Menu > Internal Forms.

•Submit To - specifies where the form should be sent (specific user, queue, or the practice Inbox (default)).

•Route To - lets you assign a tag to the form.

4.To design your form:

•Click Add a field.

•Type - select the type of field to add.

•Single-Line Text

•Multi-Line Text

•Date Picker

•Label/Instructions

•Section Heading

•Spacer

•Check Box

•Radio Button List

•Check Box List

•Label - enter the name of the field.

•Required - check the box to require an entry in the field.

•Description - enter instructions to the user.

•Key - skip this field.

•Click the X to close the field window.

•Repeat this step for each field.

5.To edit a field, click the pencil icon.

6.To delete a field, click the minus sign icon.

7.To finish the form, click Save.

To change a Form:

1.Click MENU > Admin > Forms Management.

2.Click the form to change.

3.To change the form header information, click in the field.

4.To change a field in the body of the form, click the pencil icon by the field.

5.To delete a field, click the minus sign icon.

6.To finish, click Save.

To duplicate a Form:

1.Click MENU > Admin > Forms Management.

2.Click the form to duplicate.

3.Click Duplicate button.

4.Change the name of the form.

5.Change/add other fields as needed.

6.To finish, click Save.

To inactivate a Form:

1.Click MENU > Admin > Forms Management.

2.Click the form to inactivate.

3.Uncheck the form types: Active (Portal), Public (Portal), Active (Internal).

4.Click Save.

To delete a Form:

1.Click MENU > Admin >Forms Management.

2.Click the form to delete.

3.Click Delete.

4.Click Save.