Questions answered in this article:
What is the Form Builder?
What are the 2 Form types and where can I find them?
What are the different fields or blocks I can use to create a form?
What are TB Forms?
Introducing TB Forms, the advanced form builder by the Therabyte team. With TB Forms, you can easily create diverse forms to collect information from your clients. Not only that, but you can also share specific sections of your forms with your clinic or other Therabyte users.
We will continue to add more built-in blocks and other components as the TB Forms evolves. Please reach out to us if you have any ideas for new features.
We have big plans for this feature, including adding question triggers, reports and more. We look forward to your feedback.
2 Types of Forms
Self-intake and consent type forms:
While this type of form is mostly used on your clinic website, you can also create other self-intake forms with fields more applicable for existing clients.
Note: The form that is marked “Live” must have the “Client Profile” block included in the form.
Other forms created under this type can be marked as “Published” which enables it to be shared in the client portal.
- When clients complete a self-intake form, they are presented with the option to specify their status as either a new or returning client. If they identify as a "New Client," indicating that they do not have existing access to Therabyte or do not have client profile in your account, the form will guide them through providing the necessary details.
Conversely, if they select "Returning," signifying that they are already a client within your Therabyte account, the system will seamlessly auto-populate the form with their previously recorded information. This automation enhances the user experience by streamlining the process, ensuring efficiency and convenience for returning clients.
The Basic form - All Purpose/General Type forms
The Basic form provides more flexibility. It is geared towards existing clients, shareable to the client portal.
There is no need to add a client profile built-in block, the system will create a link between the form and the client that the form was shared with.
This can be used for gathering surveys, feedback, and other general type questionnaires.
3. Main components of a Form Builder
A form's basic field is a specific area where you can provide information or answer questions. It serves as a way for you to interact with a system or website by entering relevant details.
Built-in blocks are pre-designed components that you can use to build your forms more efficiently. They offer ready-made functionality, such as auto-populating client information when built-in blocks are added. This saves you time and effort while also allowing you to customize the forms to suit your needs.
Bookmarked blocks are saved sections or modules that you can reuse across multiple forms. They allow you to easily insert commonly used or frequently needed sections without recreating them from scratch, saving you time and ensuring consistency.