Form Builder - Auto-Mapping Patient Demographics
Auto-Mapping Patient Demographic Information into a Form.
Updated
by Maggie Mancini
Auto-Mapping Patient Demographic Information
Auto-Mapping pre-populates your athlete or patient demographics when they are completing the form. When creating your own form, the steps below will allow you to auto-map these fields for your athlete/patient's convenience. When selecting from our templates, most of these fields will already be auto-mapped, but you will be able to edit as necessary. The fields that we will not auto-map for the templates are the organizations/teams that the athlete/patient belongs to - those can be edited to pre-populate when selecting from our templates.
Step-By-Step Tutorial - Auto-Mapping (using athlete's name as example)
1. Inside the form builder, drag and drop "Text Field" into the form.
2. Type "First Name" or "Last Name" in the Label field
3. Select "Data" - at the top of this, click the drop down underneath "Pre-populated Data Fields"
4. You will see a list of options that can be auto-mapped to this field when the athlete is completing the form. Select "Patient First Name"
5. To the right, you will see a preview of the Text Field you have created, click "Save" when finalized
6. When the athlete is completing the form, it will appear with their first name pre-populated in the Name field.
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