Support and Tutorials

If you need help call us directly at 1800-99-FORMS (1800-993-6767)

Step by Step - Registration
MANAGING FORMS AND PACKETS
- How do I select a new form?
- How do I attach a HIPAA summary of Privacy Notice to my form?
- How do I edit an existing form?
- How do I add a question to a form?
- How do I make a question required?
- How do I move a question on a form?
- How do I create a form packet?
- How do I control the sort order of forms in a packet?
- How do patients/clients receive forms? (Remember to attach a HIPAA form to any forms collecting PHI.)
- How do we receive a form/packet that has been submitted?
How to select and prepare a form template for use
How to customize account settings

Support and Tutorials

Step by Step - Registration

MANAGING FORMS AND PACKETS

How do I select a new form?

From the header tabs select NEW FORM.

Choose a form template by clicking on the name.

From the new form preview screen press the USE FORM AS IS button.

A drop down modal will appear titled “Give this form a name”. Enter the desired form name and press SAVE TO MY FORMS.

At this point your form is ready to be used or edited.

How do I attach a HIPAA summary of Privacy Notice to my form?

Select MY FORMS from the header tabs.

In the left column float your mouse over the title of the form of which you would like to add HIPAA privacy summary.

Select EDIT from the available choices.

Scroll to the bottom of the form editor.

Select YES to the “Include a HIPAA authorization?” ​question.

Press SAVE FORM/SAVE AND PREVIEW

A drop down modal will appear titled “Give this form a name”. Enter/Edit the desired form name and press SAVE TO MY FORMS.

How do I edit an existing form?

Select MY FORMS from the header tabs.

In the left column float your mouse over the title of the form of which you would like to edit.

Select EDIT from the available choices.

Locate the question within the section you would like to edit. You can also use the “search question function” at the top of the form below the first black bar.

Within the grey question bar select the edit icon.

The “Add new Question” drop down modal appears.

Make desired changes.

Press CONTINUE. (On some type questions you should also press SUBMIT.)

Scroll to the bottom of the form editor and press SAVE FORM/SAVE AND PREVIEW.

A drop down modal will appear titled “Give this form a name”. Enter/Edit the desired form name and press SAVE TO MY FORMS.

How do I add a question to a form?

Select MY FORMS from header tabs.

In the left column float your mouse over the title of the form of which you would like to edit.

Select EDIT from the available choices.

In the section you would like to add a question press ADD NEW QUESTION/FIELD on the green Questions bar.

The “Add new Question” drop down modal appears.

Select the type of question from the “Question Type” field.

Single line text Response - Allows for a one line answer within the width selected.

Multi line text Response - Allows for the use of multiple lines to answer

Multiple Choice Single Answer - Gives Multiple answer choices with only one possible answer accepted. Enter question and press continue to enter choices.

Multiple Choice Multiple Answer - Gives Multiple answer choices with Multiple possible answers accepted. Enter question and press continue to enter choices.

Paragraph Text - Used to create text, instructions, disclaimers, policies, etc. Question field becomes Paragraph title (May be left blank). Once “Paragraph text” is selected, in the Question type field, an area is provided to enter text.

E-Signature Field - Select to automatically place e-signature field that gathers signature, records ip address and date/time stamp.

Diagram Question - Choose to create a question containing a diagram or photo clients and draw upon. Press the UPLOAD DIAGRAM button. From dialog box select desired photo/diagram.

Sub-section Title - Select to separate a section into sub-sections. A graphic horizontal line that takes up the full line and can be used with or without title text.

Date Field - Select to create an American style formatted date field with pop up calendar.

Phone - Used to select desired phone number format.

Fill in the question field with the desired field label, paragraph title or question.

Adjust the horizontal width the question should take in the “Question Width on Screen​” field.(i.e. A question set to 1⁄3 will share a line with a question set to 2⁄3, likewise, four questions set to 1⁄4 will also share a line.)

Place a check mark in the box next to “is required” to make this question required. This will mark the field required and not allow the client to continue until it has been filled-in.

Press CONTINUE. (On some type questions you should also press SUBMIT.)

If question type requires choices/options select the text “+ Add New Option” enter choice. Press “+ Add New Option” again to enter additional choices separately. Press SUBMIT.

New questions appear at the bottom of the section. Float mouse over grey question bar and use a drag-and-drop procedure to move question to desired location.

Scroll to the bottom of the form editor and press SAVE FORM/SAVE AND PREVIEW.

A drop down modal will appear titled “Give this form a name”. Enter/Edit the desired form name and press SAVE TO MY FORMS.

How do I make a question required?

Select MY FORMS from the header tabs.

In the left column float your mouse over the title of the form of which you would like to edit.

Select EDIT from the available choices.

Locate the question within the section you would like to edit. You can also use the “search question function” at the top of the form below the first black bar.

Within the grey question bar select the edit icon.

The “Add new Question” drop down modal appears.

Place a check mark in the box next to “is required” to make this question required. This will mark the field required and not allow the client to continue until it has been filled-in.

Press continue and if necessary submit.

Scroll to the bottom of the form editor and press SAVE FORM/SAVE AND PREVIEW.

A drop down modal will appear titled “Give this form a name”. Enter/Edit the desired form name and press SAVE TO MY FORMS.

How do I move a question on a form?

Select MY FORMS from the header tabs.

Float your mouse over the title of the form of which you would like to edit.

Select EDIT from the available choices.

Locate the question within the section you would like to edit. You can also use the “search question function” at the top of the form below the first black bar.

Float mouse over grey question bar and use a drag-and-drop procedure to move question to desired location.

Scroll to the bottom of the form editor and press SAVE FORM/SAVE AND PREVIEW.

A drop down modal will appear titled “Give this form a name”. Enter/Edit the desired form name and press SAVE TO MY FORMS.

How do I create a form packet?

Select MY FORMS from header tabs.

Place a checkmark in boxes next to the form titles that should be contained within the packet.

In the left column between the black bars. Select “Create Packet” and press the APPLY button.

A drop down modal will appear titled “Give this Collection a name”. Enter the desired packet name and press CREATE NEW PACKET.

New packet will now appear in the right column “Form Packets”.

How do I control the sort order of forms in a packet?

Select MY FORMS from header tabs.

Select YES to the “Include a HIPAA authorization?” question.

Adjust the horizontal width the question should take in the “Question Width on Screen” field.(i.e. A question set to 1⁄3 will share a line with a question set to 2⁄3, likewise, four questions set to 1⁄4 will also share a line.)