Before You Start | Create a New Form | Edit & Remove Field | Field Settings | Format Form | Smart Fields
Before You Start
Your changes save automatically as you work — no Save button needed. You'll see a notification on screen while saving is in progress.
Wait for the save notification to disappear before switching tabs or opening another form. Moving too quickly can cause data loss.
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Create a New Form
- Go to Clinical > Clinical Form Management
- Click New Form
- A blank form appears in the center of your screen.
- Name your form
- Click Options > Edit Form Info, type a name, then click Update.
- Add fields
- Open the Form Elements tab on the side and drag the field type you want into the "Add Here" zones on your form.
- Add rows between fields
- Hover between existing fields and click the + icon to insert a new row.
- Preview your form
- Click the Preview button at any time to see how the form looks without leaving the builder.
Editing & Removing Fields
Hover over any field on your form to reveal three quick options:
- Edit — Opens the field settings panel
- Copy — Duplicates the field
- Delete — Permanently removes the field from the form
Field Settings — The Three Tabs
When you edit a field, you'll see three tabs:
- General
- Set the field label, width, spacing, and whether the field is required.
- Customized Note
- Create auto-generated text using variables (like the patient's answer). This text flows into the clinical note and can be routed to the correct section of the note PDF.
- Billing Code Attachment
- Attach a billing profile to this field, if needed.
When adding billing info to a field, choose either a billing profile OR individual clinical codes — not both. Using both on the same field can cause billing errors.
Formatting Your Form Text
Use the text editor toolbar to make your forms easier to read:
- Normal Text, Heading, Subheading — for structure and hierarchy
- Bold — highlight important information
- Italics — emphasize medical terms
- Underline — draw attention to key details
- Subscript / Superscript — for formulas or clinical notations (e.g. H₂O, cm²)
You can combine formatting styles — for example, bold + underline — to make critical fields stand out.
How to Set Up Smart Fields
Smart fields show or hide based on a patient's answer to another field — keeping forms clean and only showing what's relevant.
- Turn on the Smart Field toggle for the parent (main) field.
- For each child field, select the parent field from the Parent Field dropdown.
- Child fields will only appear when the parent field is filled in.