Form Builder - Creating Form from Scratch

00:00: Hi, this is Nikki from healthy roster. This tutorial is going to walk you through creating a form from scratch within our form Builder. This is an admin only feature. Another note to make is that this video will walk you through the fundamentals for building your form from scratch to detail your form. You will want to visit our additional linked training materials. 00:19: To begin select the document tab on the left navigation. 00:23: Now select forms 00:26: Select add in the upper right hand corner 00:29: To start a document from scratch select start from scratch. 00:33: Next you will need to name your form and give it a description. 00:37: Now you will begin to build your form by dragging and dropping the components onto the blank document. You will want to review three essential help docs form Builder editor tools form Builder Advanced editor components inform Builder tips and tricks. We will link them all below. 00:54: Once your form is complete or if you need to walk away select save. 01:00: If at any point, you need to edit or navigate back to the form itself select the three dots to the right. 01:06: This menu will allow you the ability to open edit or delete the form in question. 01:11: Once your form is complete, it will not show on patient profiles until you've assigned it as a document type to do. So, let's select the document types table. 01:20: To create a new document type now select add. 01:24: Now input the necessary information for your document type such as a title a description document management and assign the form. Let's review assigning the form next. 01:34: Under form options from the form dropdown select the form you created within the form build. 01:40: Continue on with the process of setting up your document type select save to assign to profiles. 01:46: The guide covered creating a form from scratch using Healthyroster. It included steps such as adding form details, customizing settings, managing components, and saving the form progress. By following these engaging instructions, users can effectively create tailored forms within the application.