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How do I create and edit a digital form?

These are the steps to take to create a digital form and edit it

  1. Login to you practitioner account
  2. Click FORMS tab in your menu bar
  3. Click the "+" symbol to add a new form

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  4. Create a TITLE and a DESCRIPTION for the form
  5. Click CONTINUE

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  6. From the question library, click on the health category to access the list of questions to choose from

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  7. Check the questions you wish to add to your FORM.

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  8. If you wish to add your own custom question, click + CUSTOM QUESTION

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  9. Type your question
  10. Select if you wish the response to be: Free text, a date selector, single select or multi-select  
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  11. Type your answers and press ENTER to create new answers
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  12. Click SAVE
  13. Once you have chosen your preferred questions and created any custom questions, click SAVE
  14. Your form will be saved as a template in your FORMS section which you can edit at any time

 

How to EDIT a form

  1. Login to you practitioner account
  2. Click FORMS tab in your menu bar
  3. Click on the form you wish to edit
  4. Click EDIT
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  5. Click on the category of health which you have asked the questions from
  6. UNCHECK the green ticks for any questions you wish to remove
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  7. Click SAVE
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  8. Click SAVE FORM
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