Form Components & Properties : Therabyte Support

FORM COMPONENTS

When building a form in Therabyte, you have access to a variety of Basic Fields and Built-in Blocks that help you collect specific types of information from clients. These components can be customized and arranged to suit your clinic’s needs.

Below is a list of the Basic Fields and what they’re used for:

Component	Description	When to Use
Textbox	Allows clients to type short or long free-text responses. Ideal for open-ended questions, notes, or descriptions.	For flexible, written responses.
Multiple Choice	Provides clients with a list of options where they can select one or more answers, depending on your settings.	For easy selection of one or multiple items.
Dropdown	Presents a list of options in a compact dropdown menu. Clients can select one answer from the list.	For simple, space-saving lists.
Scale / Range	Lets clients rate or select a value within a range (e.g., 1 to 10). Useful for assessments, satisfaction ratings, or progress tracking.	For numeric ratings or scales.
Text / Description	Adds instructional text, notes, or section descriptions to guide clients while filling out the form. This field is not for data entry.	For headings, instructions, or explanations.
Date Picker	Allows clients to select a date from a calendar pop-up. Useful for recording appointment dates, birthdates, or timelines.	For precise date input without errors.

Below is a list of the Built-in Blocks and their functions:

Component	Description
Client Profile	Collects essential client details such as name, contact information, and demographics. This block is only available in Self-Intake Forms and is designed to automatically populate client records.
Payment Info	Gathers client payment details, such as billing preferences or funding sources. Useful for clinics managing direct billing or third-party payers.
Programs	Allows clients to enroll in specific programs or services offered by your clinic.
Consent Privileges	Records client consent for data sharing, communication preferences, or specific treatment permissions.
Terms of Service	Displays your clinic’s policies and agreements. Clients can review and digitally sign to confirm they understand and agree to the terms.
Service Preferences	Lets clients specify how they prefer to receive services, such as in-person or virtual sessions.
Visit Preferences	Collects information about client availability, visit frequency, or preferred appointment times.

FORM PROPERTIES

The Properties Panel is located on the right side of the screen when you click on a block or field in the Form Editor. This section allows you to further customize your form, such as selecting field types, setting required fields, adjusting options, and more.

Basic Field Type – Property View

Property Type

Properties are divided into two sections: General and Advanced.
Currently, only the General section is available for users.

Single / Multi Option

Customize how clients respond to a field:

Single Option: Allows only one answer (e.g., for dropdowns or radio buttons).
Multiple Options: Lets clients select two or more answers from the provided choices.

Field Type

This indicates the type of field you’re using (e.g., text box, multiple-choice). You can change the field type at any time using the dropdown menu.

Order

This controls the sequence of your fields or blocks. Use the dropdown to rearrange the order of questions or sections in your form.

Required Field

Toggle this option ON to make a field mandatory.
When enabled, a red asterisk will appear next to the question, indicating it must be answered before submission.

Title / Description

Use this section to:

Add a question title or subheading.
For basic fields, this is often left blank.
For built-in blocks, you can customize the title and description.

Placeholder

Provide helpful instructions or hints to guide your clients. For example, you might add a note like:
"Please select at least two options."

Content

This appears for multiple-choice and dropdown fields. You can:

Manually enter answer choices.
Use the database option to pull choices from your clinic’s system.

Database Options include:

Funders
Practitioners
Services

These pull directly from your clinic’s internal database for faster setup.

Delete / Duplicate

Use the 3-dot menu (found beside each block or field) to either:

Delete the item
Duplicate it for faster form building

Built-in Blocks

Note: These built-in block types have default content that you can choose to delete and add your personal clinic details on the fields provided.

General Properties

Block Type

Displays the selected block.

Title/Description

The title displayed at the top of this block in the form.
You can add a brief description or instructions here if needed.

Signature Toggle

Turn this ON if you want to require a digital signature for this section.
Useful for verifying that the client has reviewed and confirmed the information.