Managing Form Builder Settings

There are a few important settings that can help you build more useful forms.

Combine Multiple Forms into a Packet

• Go to Utilities > Form Builder > Patient Portal Form Packet.
• Name Your packet.
• Click on the Green + button to add an existing form to the packet.
• Select the forms you want to add. 
• Click Accept.
• Save.

Add a Header or Footer for Forms

• Go to Utilities > Form Builder > Configure Header and Footer.
• Adjust settings as needed.
• Preview.
• Save.

Getting Started With Form Builder

Using Form Builder - Intro and Practice

Using Form Builder - Field Controls

Managing Form Builder Settings

Form Building - Top Ten Tips

Building Better Forms for Better Reports