Online Forms: Editing

This article discusses how to both access and edit your online forms.

Become an expert in creating and editing online forms in our system that your clients can complete and submit securely.

Highlighted Features:

local_atm Included free for all our plans
task Unlimited Online Forms
task Unlimited auto-assigned & manually assigned forms
task Unlimited e-signatures and form elements
task Start with one of our many templates, saving you time
task Easy drag and drop functionality and intuitive feel
task Require clients to complete forms before completing registration (or set to optional)

In this Article:

Access Online Forms

As an Owner or Manager:

  • Go to Practice Settings (left menu)
  • Click Online Forms (top tab):
  • This brings you to an overview of forms that can be used Practice-wide

As a Provider:

  • Go to My Profile (left menu)
  • Under the Forms and Templates section, find Online Forms and click shown here:
  • This brings you to an overview of the forms you've created specifically for your own use

  • Click on a form to load the online form editor

From left to right, the options:

Preview

Click toggle_off Preview to view the form from the perspective of the client. Visually review and "play around" to ensure the form works the way you expect it to.

Archive

Use to hide the form from the list of practice forms & the list of assignable forms.

Load Template

Save time, don't reinvent the wheel! Load a template from TherapyAppointment's library, or an already existing form you or another staff member created.

  • Click (top right)
  • Or (top center)

Highlights:

  • Search based on keyword (top left)
  • Eliminate the clutter: filter where you're looking for templates (top right)
  • A list of your and your groups templates, as well as templates created by TherapyAppointment!
  • If you have similar forms (like an adult & child version), create the first one and use it as a template for the other, then just edit and publish!

movie Video:

  • Click to take a look at the form before using
  • Click to open that template in the form editor

    • Additional Menu Options:

    Close the Online Form

    • Click to close the form
    • Don't forget to save any changes or they will be lost!

    Delete the Online Form

    • Click
    • Can only be done if it's never been assigned
    • This cannot be undone

    Save a Draft of the Online Form

    • Click
    • This saves a draft of the form, but does not change the live published version

    Publish the Online Form

    • Click
    • This makes your changes live for this form going forward
    • It will not apply to already assigned and not completed forms
      • Want them to have the latest version? Delete and reassign the form

    Online Form Elements

    When in the form editor, the form is built with what we call elements (left menu)

    Think of elements like the building blocks, or lego pieces of a form extension

    Below, we'll discuss the different elements that may be used in the construction of your form. Once an element is placed in a form, it may be edited, re-sized, re-positioned or deleted.

    extension Add Element (left menu)

    To the left, you'll see all the element types you can insert in an online form:

    • Single click on an element to add it to the bottom of the form
    • Click and drag an element from the left to insert it anywhere in the form
    • Click the gear cog settings (top center) to change form options (right menu)
    • Click on an element (center) to edit options (right menu)
    • Hover over an element (center) to present more options shown below:

    apps → Click and drag to move an element up or down in the form
    settings → Adjust the settings for this element (right menu). Click this or on the element itself
    content_copy → Copy this element and add it immediately after it in the form
    delete → Permanently delete this element. Elements deleted cannot be undone

    movie Video:


    Video Summary:

    • Single click on an element to add it to the bottom of the form
    • Click and drag an element from the left to insert it anywhere in the form
    • settings → Adjust the settings for this element (right menu). Click this or on the element itself
    • content_copy → Copy this element and add it immediately after it in the form
    • delete → Permanently delete this element

    extension Element Types

    Jump to a section:

    Instructional Text

    Title / Heading:

    • Up to 50 characters
    • Can set the size (small, medium, large), bold (yes, no), and alignment (left, center, right)
    • This field supports copying/pasting text and symbols, including emojis! 🎉

    Paragraphs / Free Text:

    • Use for text longer than 50 characters, like a paragraph of instructional text or information
    • Can set the size (small, medium, large), bold (yes, no), and alignment (left, center, right)
    • This field supports copying/pasting text and symbols, including emojis! 🎉

    Free Text (Questions & Answers)

    Single Line Text Field:

    • Question up to 50 characters
    • Typically used to ask questions with brief or short answers
    • Can set the max answer length (in characters)
    Question:
    Answered:

    Multi Line Text Field:

    • Question up to 50 characters
    • Typically used to ask questions with longer or more detailed answers
    Question:
    Answered:

    Email Address:

    • A field designed to collect a valid email address
    • We automatically perform basic input validation
    Question:
    Answered:

    E-Signature

    • Allows a client to electronically sign with either their mouse or on a touchscreen device
    • Clients with difficulties can also switch to manually type their name
    Question:
    Answered:

    Multiple Choice

    Drop-Down:

    • Question up to 50 characters
    • Dropdown styles include a simple dropdown, dropdown with free typing, and dropdown with auto complete
    • You can also allow multiple selections (default is set to no)
    Question:
    Answered:

    Checkboxes and Radios:

    • Question up to 50 characters
    • This is a multi choice option that allows you to configure if multiple selections are allowed
      • A checkbox means clients can select multiple options
      • Radio (button) means clients can only make one selection within that group of options

    help Fun fact: Radio buttons were named after the physical buttons used on older radios to select preset stations. When one of the buttons was pressed, other buttons would pop out, leaving the pressed button the only button in the "pushed in" position.

    Range:

    • Question up to 50 characters
    • Allows clients to pick from a numerical range
    • Can configure minimum/maximum values

    Dates & Times

    Date Field:

    • Question up to 50 characters
    • Clicking this allows the client to use a date picker
    Popup:
    Answered:

    Auto Text

    • Auto-text fields will automatically fill in the described information into the completed form
    • Reduces the amount of information a client needs to enter
    • This saves time, reduces frustration and potential errors

    These field types include options to display information from either the client's profile section or from your practice's information, depending on the field selected.


    Available Auto-Text Fields:

    • Practice name
    • Practice Contact Info (address and phone number)
    • Practice Logo (both banner and icon options)
    • Therapist Name
    • Therapist NPI
    • Client Name (legal or preferred)
    • Client Date of Birth
    • Client Contact Info (address, email & phone)
    • Client Insurance Information (company name & subscriber ID)

    Managing Fields/Elements

    Click an element in the center portion of your form to edit the properties on the right:

    They will include options depending on the element type like:

    • Question and answer values
    • Field name or Label
    • Width (based on a 1-12 column "grid")
    • For text fields (like Title and Paragraph): the size and boldness of the font
    • Required - requires the client to supply an answer before submitting the form

    Include required elements?

    If clients report not being able to submit a form, it means they left one or more required fields blank that you've asked them to complete.

    Clients should see something similar to this outlining the element in red where it's required, and a show me button to take them to the required element:

    Alternatively, they can scroll up and look for the red fields shown above.

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