The objective of this guide is to assist user in crafting the form template for their patients to fill in.
To set up the template, User needs to first set up the template category as it is required during the template creation
1. Click on “template categories” under Form Management. A list of categories will appear with a search feature and column selection feature
2. Click on ” + Category” to add a new category. Fill in the name and description followed by clicking on “create”
Template Creation
To create a template:
1. Click on “Templates” under Form Management
2. A list of existing template will appear. Users can sort the templates via the column headers. A search feature is placed at the top of the page to search for specific forms.
3. On the top right of the page, users can manage the columns to be seen, activate the filter functions and add new templates.
The action button in the template list page allows users to carry out the following actions:
1. Create/ Edit Template:
Users can manage the template details in the following screen. Users should take note of important information such as:
- Selection of form category (created in the first step)
- Company selection as this will assign the form to the specific company
- Expiry date & time as this will impact the form’s availability.
2. Clone Template
Cloning of template allow users to make an identical copy of the template. When selecting this option, users will be able to change the template information of the duplicated template before editing the form’s questions.
3. Schedule Sets
Schedule sets allow users to set up the appointment time relevant to the forms. Once user click on “schedule sets”, a list of existing schedules will be displayed.
3.1. User can click on the ” + Schedule” on the top right of the page to add a new schedule
3.2. User can fill in the information in the following image to set up the appointment schedules. Do note that the Slot interval minutes will be automatically generated by the system to ensure that the timeslots are generated equally within the start and end time.
4. Edit Form
This segment allows users to craft the forms based on the questions they need. When selected, Users will enter the form with a few general section set up and the form preview triggered. 4.1 User can toggle the “Hide preview” to close the preview of the form
4.2 User can select “Reset” to remove all changes made to the form prior to saving. User can select “Save” to finish editing the form
4.3 Each questions will have 3 action buttons, starting from the left – Edit (question edits), Duplicate question, and Delete question.
4.4 User can add new questions or add follow-up questions (set dependencies)
New Questions
When creating or editing new questions:
1. Users will be required to select the following question mode:
- Auto fill
- User field
- Info
- Dependency
Autofill will automatically draw data from patient’s existing information such as:
- Phone number
- Full Name
- NRIC
- Birth Date
- Company
- Gender
- Smoking habits
- Alcohol habits
User fill are questions which requires patients to manually fill in their answers.
Users will be required to select the question type which includes:
- Radio ( 1 answer only)
- Checkbox (multiple answers)
- Text Area (Long answers)
- Text (Short answers)
Do note that for radio & checkbox question types, users will be required to set up the answer choices.
Info type questions do not require any input from the patients.
Users are able to share information with their patients through this question type. Users can choose to share:
- Text
- Media
- File
Dependency type questions currently applies to appointment only.
Users will be required to select dependency type: appointment followed by selecting the “Appointment Set”.
*If you do not see any option here, you will need to head to “schedule set” to setup an appointment period
Follow-up Question (conditional formatting)
Currently the conditional formatting applies to User filled question type – Radio.
It is important to create the follow-up question before attempting to set the follow up question.
1. User will need to select which question is answered
2. Followed by the answer selected
3. Which follow up question will be triggered.
5. Add Section
Once a section is completed, User can choose to add a new section followed by changing the section name or
6. Duplicate/ Delete section
User can choose to duplicate a section before editing the information or delete the section in its entirety.
