This guide will demonstrate how to use the different types of fields in the Form Builder‍

TextBox: Allows users and clients to write freely

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Number: A text box that only allows numeric characters

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Date: By naming the heading, the Date field allows you to keep track of things such as events and signatures

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AutoComplete: Creates a searchable text box with pre-written answers added from the Option

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‍AutoComplete - Long: Creates a multi-line dropdown combo for longer text entries. Shows searchable text box with pre-written answers added from the Option. 

By default, this field displays up to 4 lines of text. If the input extends beyond 4 lines, a scroll bar will appear, starting from the 5th line.

Note: You can resize the 'Autocomplete - Long' field by dragging the adjustable corner located at the bottom right.

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‍Drop Down: Creates a clickable menu with specific choices

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Switch: Creates a “toggle” or a switch

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Checkboxes: Allows users and clients to select multiple choices

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Radio Button: Allows users and clients to select only one choice

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Signature: An electronic signature. Changing the heading allows you to dictate who should sign where

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Rating: Allows users to create named rows with columns of boxes for selection

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Array: Helpful in formatting, the Array field allows users to separate sections of fields, and make these sections repeatable with the Add More Button

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Title: A read-only text feature that helps you format your form by creating a title for each section

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Content: A read-only block of text

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You can expand this box as well by pressing the expand button. Click anywhere outside the box to minimize it and save your work

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Image: Allows you to insert an image into your form

IMPORTANT: Image must be uploaded in PNG or JPG Format, and the size should be less than 2 MB and 1000x1000p

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Link: Creates a hyperlink from the link you choose

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Page Break: Allows you to put a break anywhere in a form and creates a new page or a split between pages

Staff: Denotes a drop-down box to select a staff member. Select at least one Title to filter your staff

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Client: Creates a searchable drop-down box with all active clients. It can auto-populate other boxes with client demographics.

By adding the field Client and then selecting the field Name, Email, Address, or Phone the fields will be automatically filled in based on the client selected in the Client field

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It is also possible to add the field types Name, Email, Address, or Phone by their own.

‍Start and End Time: Allows you to register the start time, duration, and end time of the sessions

Diagnosis Code: Allows you to select a Diagnosis Code from the dropdown. The dropdown displays all diagnosis codes configured in your Practice Manager.  You can also type letters, numbers, white spaces, and special characters.

Note: You can also type custom information into the “Diagnosis Code” field and save that information alongside the standard diagnosis codes when the field is included in a form.