Regional Administrators can design forms by adding and defining the tabs, sections, instructions, fields, and field configurations that comprise newly created or existing forms. When designing a form, it may be helpful to review existing or example forms as a guide for arranging and ordering the form content.
To design and publish a form
- On the upper right, click System Settings.
- On the left, under Other Settings, click Patient Forms. The Forms Configuration page opens.
- Locate the form you want to design. On that row, in the Actions menu, click Design. The form opens.
Take any of these actions.
If you want to...
Then...
Add a section (sections are containers that group fields),
On the upper right, click Insert and in the menu, click Group. The Group window opens.
For Label, enter a name or description that you want to appear as the heading of this section.
Click Save.
Add instructions,
On the upper right, click Insert and in the menu, click Instructions. The Instructions window opens.
In the text editor, enter the instructions you want to appear in this section.
Click Save.
Add a field,
In the Library, locate the field you want to add.
On the left, click the order icon and drag it to a section of the form.
Move a field or section,
On the form, locate the field or section you want to move.
On the left, click the order icon and drag it to another position.
Configure a field,
On the form, locate the field you want to configure.
On the right, click the edit icon. The Element window opens with one or more configuration options (depending on the field). Common options include:
- Required - Indicates that a value must be entered before the form can be saved
- Show - Identifies whether the field appears on the form
- Label - Specifies the name used to reference the field
- Tooltip - Adds an icon next to the label, which provides information about the field when the cursor is pointed at it.
- Selection (screening questions only) - Indicates that one or many questions from the list can be included on the form
Remove a field or section,
On the form, locate the field or section you want to delete.
On the right, click the delete icon. A message opens asking you to confirm removal of the field.
Click OK.
Add a tab (only available on Web - Edit forms),
Above the form, click the plus icon. The Tab window opens.
For Label, enter the name you want to assign this tab.
Click Save. The tab appears above the form.
Move or edit a tab (only available on Web - Edit forms),
To move a tab, click the order icon and move it to a new position relative to other tabs.
To edit a tab name, click the edit icon. The Tab window opens.
Edit or enter the name.
Click Save.
Delete a tab (only available on Web - Edit forms),
On the tab, click the delete icon. The Remove Tab window opens.
To confirm the deletion, click OK.
If you want to see how the form will appear to users, click Preview. The form preview opens.
To verify field requirements, enter information and click Validate. A message appears at the top of the form if there are any errors.
When ready, click Close Preview.
When you are done designing the form, click Save or Save & Publish. All forms appear in the Forms Configuration list. Published forms are marked Active, and Active forms can be made Visible to users.