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? 
  • What are the properties in the forms? 
  • How do I publish the form on the landing page? 
  • How do I edit the category of my forms? 

 

Related articles: 

The two types of Forms 

 

  1. The Self-Intake Form: This type of form is available on our clinic website. It helps new clients provide valuable information before their appointment. Additionally, you also have the flexibility to customize self-intake forms for existing clients. This allows you to create multiple forms, which can include your clinic’s policies, regulations, or consent terms.  

  1. The Basic form: This form is perfect for your existing clients. It’s easy to access and fill out through the client portal. Unlike the self-intake form, it does not need a built-in client profile block. The system automatically connects the form to the specific client it was shared with. You can use the surveys, feedback, or any other general questionnaires. 
     

 

Anatomy of a Form 
 
 
The Therabyte Form allows you to create multiple sections called Steps or Pages. Each step lets you add categories called Blocks, and within each block, you can include different types of information fields, such as text boxes, multiple-choice options, dropdown menus, or scale/range selectors. 
 
Therabyte provides pre-made Built-in Blocks with ready-made field structures. For instance, the Client Profile Block helps streamline client management by ensuring accurate client information. 

 

 

To access and select the Form Type to be created: 

 

  1. Go to the leftmost menu, go to Management, and click Forms. 
     
     

  1. On the Forms page, click the New Form button. 
     
     
     

  1. 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 

  1. From the Select a Form Type modal, click the Basic Form or Self-Intake button, and then click the Create button. 
     
     

 

  1. A welcome message will be displayed. Click the Let’s Do It button to proceed. You may also select “Don’t show again”. 
     
     
     

 

  1. The Form Modal will be displayed. Rename the new form by clicking the [Untitled Form] on the upper left side. 
     
     

 

  1. Click the Build Tab to display the Form Editor. 
     
     

 

  1. 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. To add a new Step (page) click +New Step. 
     
     

 

  1. Add and rename the Blocks (Categories or Sections). In this example, we renamed our Block as ‘Guidelines for documentation.’ 
     
     

 

  1. To add a Field, click and drag it under the block or you can click the (+) blue button. 
     
     
     
     

  1. Below is another sample field (e.g. Text/Description) being added to the same block. You can now add more fields or sections based on your form's layout. 
     
     

 

 

 

 

 

 

 

 

Properties of the Form 
 

This section of the Form builder is seen on the right side of your screen whenever you click on the blocks within the form editor section.  

 

It would allow you to edit and customize your form one step further, such as: choosing multi or single options, requiring a field to be answered, and a lot more. 

 

 

Here’s an example of a Basic field type - property view: 

 
 
 
 

  1. Property Type 

This is divided into 2 parts: General and Advanced. Presently, users can only utilize the fields and features from the General section.  

 
 
 

 

  1. Single/Multi Option 

 

You can customize your Form field's ability to allow clients to fill in short or long answers. 

 

When choosing between multiple-choice or dropdown field types, remember that the single-option setting allows only one answer, while the multiple-option setting lets clients select two or more choices from the provided options for a question. 
 
 

 

  1. Field Type 

This section of the properties indicates the type of basic field you're using. It also enables you to switch the field type from the dropdown menu. 
 
 
 

  1. Order 

This specifies the number of field types or built-in blocks you have on a form. It also permits you to rearrange the sequence of your questions using the dropdown menu. 
 
 
 

  1. Required Field 

Do you want to make sure your client answers an important question(s) before submitting a form? You can make sure of it by enabling this field when you Toggle On this option. 
 

Note: A red asterisk on the form question will imply that this field is enabled. 
 

 

 
 

 
 

 

  1. Title/Description 

In this section, you can input your questions or subheadings for the form. For basic field types, this is typically left blank, unlike built-in block types, which offer customization options. 
 

 

  1. Placeholder 

This field allows you to provide more instructions on your question. Instances where you would hint at them that they can choose 2 or more answers from the options provided in a question. Alternatively, if you have specific instructions that clients should follow when answering a question, this is highly recommended to be used. 
 

  1. Content 

This section appears when you choose the multiple-choice and dropdown field type. You can choose to manually type your clients’ choices or utilize the database option.  

 
 

If you’ve chosen the database option, you have 3 options from the “Select Remote Source” dropdown: Funders, Practitioners, and Services. This is pulled out from your clinic’s internal database. 

 

 

 

 

 

 
 

  1. Delete/Duplicate 

This is another area where you can choose and select the “delete” or “duplicate” option besides the blocks found in the form editor section, specifically the 3 vertical dots button. 

 
 

 
 
 
 

Here’s an example of a Built-in block type ‘Terms of Service” - property view: 

 

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. 

 
 

 

 

  1. Block Type 

This part of the properties section lets you know what type of built-in blocks you’re using. You may also change the block type from the dropdown. 

 
 

  1. Title/Description 

This is where the default block name is shown. You can also edit the block name on the field provided. 

 
 

  1. Signature  

You can Toggle ON this feature from the properties section, or the blocks found in the form editor section. This is usually used when you’d like your clients to agree and confirm with the clinic rules and regulations, or this is enabled only at the end of the form. To understand more, please read the article: The significance of a digital signature on a form. 

 
 

  1. Text Box  

In most built-in block types, the text box field contains a text editor to customize the content you’d like to be presented on the form.  

 
 

  1. Delete/Duplicate 

This is another area where you can choose and select the “delete” or “duplicate” option besides the blocks found in the form editor section, specifically the 3 vertical dots button. 

 

The Form Editor 

 

This is the main body of the Form builder where you create and organize how your form will appear. This allows you to drag and drop the field types and edit the content besides the properties section.  

 
 

Also, it lets the practitioner see the form created by clicking the Preview All button or the Form Preview button. 

 
 

  1. Step 

 

This also signifies the form “page”. You can edit the step title according to how you’d like to customize your form. 

 

  1. + New Step 

This feature allows you to add additional pages to your form. You can organize your form into multiple pages based on your form headers or subtitles. 
 

  1. Preview All 

Clicking this button will open a ‘preview’ of all the basic fields and built-in blocks that have been added to the form modal. 
 

  1. (+) and (x) buttons 

This button enables you to add or delete basic field types within a row in a block. You can include 2 or more basic field types in a single row.  

 
 
 

 
 

 

  1. Block 

A block is a subsection within a page. You have the option to change the block name or leave it blank depending on how you intend to create your form. 

 
 

  1. Block - Preview 

Clicking this button automatically opens and displays all the field types added within a block. This provides a preview of how your form will appear within that block or section. 

 
 

  1. Block - 3 Vertical dots 
     
    The dropdown menu options offer functions such as duplicating, deleting, moving, and viewing properties for individual fields or entire blocks within a form. 
     
    The "Save as Custom Block" option is useful for saving a repetitive block that you commonly use across all your clinic forms. 

 
 
 

 

 

  1. + Add Block 

This button enables you to add a new block or section to your form page. In the dropdown menu, you can choose to add either a generic block or select from the built-in block types available on the page. 

 
 
 
 

  1. Signature 

Click the signature button to toggle ON or OFF this feature for the entire block. In preview mode, you'll see the signature field appearing at the end of the block. You can also enable this option from the Properties section. 

 
 

  1. + Row 

Click the button to select the type of basic field you want to add to the row. This is another option if you prefer not to drag and drop basic field-type blocks from the left sidebar. 

 
 

  1. Row - 3 vertical dots 

This feature differs slightly from the button used for a block. When working with options within a row, your choices are limited to duplicating, toggling preview, or deleting a field type within that block. 

 

 

 

Saving the Form and Publishing the Form in your Landing Page 
 

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're ready to make the form available to clients, choose 'Save & Publish' from the dropdown menu. Alternatively, you can click 'Draft' and then 'Published'. 

 
 
 

 

  1. Click the Continue button to proceed. 
     
     

 

  1. The system will prompt and notify that the Form was Published. 

 

 
 
 
Numbers 4-9 are settings for self-intake forms. These items will make your form visible on the landing page. 

Note: To make your forms visible to the landing page, it must have a client profile built in block and it should be a self-intake form. 

  1. The form status is displayed on this button. 
     
     

 

  1. Once the Live toggle button is enabled, the form will be visible on the landing page. 
     
     

 

  1. Enable the Active Version toggle button to set this form as the active version. 
     
     

  1. Click the Settings button to choose the Form Category where the form will be added. 

 

 

  1. When you add forms to your landing page, you can tailor the categories to suit your needs. For instance, you might group Client Information forms under the category 'Self-Intake Forms.' You have the freedom to expand or edit the dropdown list options and select the appropriate category for each form. If you need to create a new category, simply click on the (+) button. 

 
 
 

 

  1. Click Confirm and click the Continue button to make your form visible on your landing page.