Form Builder - Updating a Form on Approval

Updated by Lindsey Puent

Form Builder - Using the “Auto-Update Form On Approval” feature on a Custom Form in Healthy Roster

This feature is active when the document/form requires approval (a setting within the Document Type)
Video Tutorial:

00:01: Hi, this is Lindsey with Healthy Roster, and today I'm going to show you how to set up a form to update information within an athlete profile using the Form Builder. 00:11: Within Healthy Roster's form Builder, one of the form component options is a text field component. This component allows you to collect information within your form. To start with this component, you'll click and hold the text field and drag it into your form. 00:26: From the text field component set up menu select the data tab. 00:33: From here choose which part of the patient profile you want to populate in this field by choosing an option from the pre-populated data fields drop down menu. When a primary user opens the form these text areas will populate pulling the information straight from the athletes profile. 00:51: After selecting a pre-populated data field a checkbox will appear that asks. If you'd like to auto-update this form on approval since these fields are editable within the form someone can edit their name address phone number or any of the data points that you can choose from the pre-populated data fields menu. And you can choose to have these auto update within the patient's healthy roster profile by utilizing this feature. 01:16: By checking this box any updates that a patient mixed to their name address phone number or any data point that you've chosen from the pre-populated data field menu will update the patient's healthy roster profile after you approve the completed document. 01:33: Click save to save this text field component. 01:37: If you have any questions or need more help, please visit the help tab on the left navigation or reach us directly at help@healthyroster.com.

Step-by-Step Tutorial:

In Healthy Roster’s form-builder, one of the form’s elements is a “Text Field Component”. This is a field within the form that collects information. When creating or modifying a Text Field Component, you can click on the Data tab and choose which part of the patient profile you want to populate in that field (Prepopulated Data Fields). When a primary user opens the form, these text areas will populate, pulling this info straight from their Healthy Roster profile. These fields are editable, so if someone edits their name, address, phone numbers, or any of the fields that are Prepopulated, you can choose to have this information update within their Healthy Roster profile.

To activate this for any prepopulated field – Click on the checkbox that says “Auto-Update on Approval." This checkbox should appear when you choose which data field is being prepopulated, the drop-down at the top of the Text Field Component Data window.

 

Example: Jimmy has a profile in Healthy Roster that lists his address. He moved over the summer, but his Healthy Roster profile was never updated. Jimmy’s father accepts his invitation to join Healthy Roster and logs in to complete a required document, which the AT has marked as “Requiring Approval”. The father sees the old address that prepopulated into the form and decides to edit this info so it shows their new address. The form is then completed and saved and the AT is required to review/approve. When it becomes approved, Jimmy’s address is now updated within his Healthy Roster account within his profile details AND the form his father filled out.

 

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