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Creating Forms

This category focuses on learning the ins and outs of our form-builder capabilities to creat your own custom forms.

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15 articles by 3 authors

A simple icon of a bookmark with a star near the bottom to represent a featured article A simple ribbon icon. It has a slightly rounded border and a star at the bottom of it. ​ Form Builder - Creating Form from Scratch

How to build a custom from from scratch in the Form Builder.

Available Form Templates

Understanding what form template options are available.

Choosing A Form Template

Choosing a pre-made template from the Form Builder. The Form Builder is an Admin-only feature.

Building a Form Using a Template

This tutorial will walk you through how to build a custom form using a pre-existing template.

Form Builder Editing Tools

Form builder editing tools explained.

Understanding Advanced Editor Components of the Form Builder

Understanding advanced components will allow you to customize your forms in a multitude of ways.

Form Builder Templates with Pre-Calculated Values

Form Builder Templates with Pre-Calculated Values. Within the form builder, we have created standard PRO/scoring-specific forms.

Form Builder - Updating a Form on Approval

Using the “Auto-Update Form On Approval” feature for form answers to save into the athlete's profile.

How to Create & Assign a Document

This tutorial will walk you through creating a new document type for your account that can be assigned to a Patient profile.

Creating a Form and Document Type Based Off Conditional Variables

This tutorial will walk you through how to set conditionals on a for.

Reviewing, Approving, or Rejecting Documents

This tutorial will walk you through the process of reviewing documents and either approving or rejecting them.

Creating an Image/Logo for a Form in the Form Builder

How to add an image/logo to a form within the form builder.

Form Builder - Auto-Mapping Patient Demographics

Auto-Mapping Patient Demographic Information into a Form.

How to Copy a Form

Discusses how to copy a form that was built in the form builder

How to Request an Image Upload

How do you upload an image as a document type?

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