Skip to content
  • There are no suggestions because the search field is empty.

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

    Screenshot: click the " + " symbol to add a new form
  4. Create a TITLE and a DESCRIPTION for the form
  5. Click CONTINUE

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

    Screenshot: from the question library, click on the health category to access the list of questions to choose from
  7. Check the questions you wish to add to your FORM.

    Screenshot: check the questions you wish to add to your FORM
  8. If you wish to add your own custom question, click + CUSTOM QUESTION

    Screenshot: if you wish to add your own custom question, click + CUSTOM QUESTION
  9. Type your question
  10. Select if you wish the response to be: Free text, a date selector, single select or multi-select  
    Screenshot: select if you wish the response to be: Free text, a date selector, single select or multi-select
  11. Type your answers and press ENTER to create new answers
    Screenshot: type your answers and press ENTER to create new answers
  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
    Screenshot: click EDIT
  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
    Screenshot: uNCHECK the green ticks for any questions you wish to remove
  7. Click SAVE
    Screenshot: sAVE
  8. Click SAVE FORM
    Screenshot: sAVE FORM

 

Go to Forms in HealthBank →