Using Templates in Form Builder

Make form building easy, by starting with a pre-designed template.

About Form Builder Templates

There are templates for commonly-used forms available in Form Builder. This allows you to customize the form, by changing just a few things, rather than building a new form from scratch

Available Templates Include:

  • Diagnostic Evaluation
  • Patient Forms
  • Treatment Plan
  • Biopsychosocial 
  • Consent for Treatment
  • Grievance Policy
  • Group Contract
  • Rights and Responsibilities

Editing a Template in Form Builder

Go to: Utilities > Form Builder > Form Builder

  • Check the Show Disabled forms box in the lower right corner of the screen.
  • Enter the name of the template in the Search box on the top right corner of the screen.
  • Highlight the Template you'd like to use.
  • Make changes to the template as needed.
  • Click the Save Icon in the top right of the screen.

Publishing a Template in Form Builder

Go to: Utilities > Form Builder > Form Builder

  • Ensure your form name is up to date and your form is enabled before distributing.
  • Check the Show Disabled forms box in the lower right corner of the screen.
  • Enter the name of the template in the Search box on the top right corner of the screen.
  • Highlight the Template you'd like to use.
  • Click the Edit Details icon on the top left of the screen (you may hoover over the icons to locate Edit Details)
  • Change the name of the form if applicable
  • Click Distribute Form
Additional Resources on Form Builder

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

 

 

 

 

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