Questions answered in this article:
What are 2 types of Forms available in Therabyte?
Where can I access the 2 Form types in Therabyte?
How do I create a form in Therabyte?
In this article, we'll explain how to create a form in simple and easy steps. Basically, there are two types of forms: the Self-intake form and the Basic form.
The Self-intake form: This type of form is commonly used on your clinic website, allowing new clients to provide necessary information before their appointment. However, you can also create additional self-intake forms specifically tailored to existing clients. You have the option to create multiple self-intake forms.
The Basic form: The Basic form offers more flexibility and is designed for existing clients. These forms can be shared through the client portal, making it convenient for clients to access and fill out. Unlike other forms, there's no need to include a client profile built-in block. The system automatically links the form to the specific client it was shared with. This type of form is versatile and can be used for various purposes, including surveys, feedback collection, and other general questionnaires.
By understanding these two types of forms, you'll be able to create the right form for your needs. Let's get started with the instructions to create your desired form.
Anatomy of a Form
The Therabyte Form has the ability to create multiple Steps or Pages. Within each step, you have the option to add categories or sections known as Blocks, and within the Blocks, you can add in desired Fields.
You can utilize Built-in Blocks that come with predefined field structures. One example is the Client Profile Block. This feature offers the advantage of streamlining the client management process and ensuring accurate and accessible client information.
To access and select the Form Type to be created:
Go to the leftmost menu, go to Management and click Forms.
On the Forms page, click the New Form button.
You'll see a modal called the Select a Form Type. It gives you two options to choose from: Basic Form or Self-Intake.
Creating a new Form
From the Select a Form Type modal, click the Basic Form or Self-Intake button, and then click the Create button.
A welcome message will be displayed. Click the Let’s Do It button to proceed.
The Form Modal will be displayed. Rename the new form by clicking the [Untitled Form] on the upper left side and replace with the name of your desired Form Name.
Click the Build Tab to display the Form Editor.
Let me walk you through our Form Editor. First, you can add a title to each Page (Steps). Once you've done that, you can easily add all the fields you need to capture the information you want.
Add and rename the Categories or Sections (Blocks). In this example, we renamed our Block as ‘Guidelines for Documentation’.
To add a Field, click and drag it under the block or you can click the (+) blue button below.
Here is another sample of a field (e.g. Text/Description) being added to the same block where we added the first field which we now renamed as ‘Client’s Name’. You now have the flexibility to add additional fields or blocks according to the format of your form.
Enable the Signature On feature to require the client to sign for this section (Block) before advancing to the next part or section of this form. This feature can be used, for example, when you are requesting consent from the client or parent. To deactivate the feature, simply double-click the signature, which will switch it OFF.
You may click the Form Preview button on the top right to view the form and see what it would look like once it is published. This will give you a preview of what the user will be able to see when completing the form.
This is what the form looks like when published. Click the Form Preview button (or the Close Preview button on the right) to close the Form Preview and return to Form Editor.
Once you have finished editing your form, click the Save button, and then select the Save option from the menu to save all the changes made to the form.
If you think the form is now ready to be published for client use, then click the Draft button and then click Published.
Click the Continue button to proceed.
System will prompt and notify that the Form was Published.
The form status is displayed on this button.
Once the Live toggle button is enabled, the form will be visible in the landing page.
Enable the Active Version toggle button to set this form as the active version.
Click the Settings button to choose the Form Category where the form will be added.
Click the dropdown list and click the desired category.
Click the Confirm button.
Click the Continue button.