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Form Fields

How do I use form fields to create templates and forms?

Updated over a week ago

Use form fields to create templates and forms that suit your healthcare practice's needs.

Creating a Template/ Form using a single field:

  1. Navigate to the templates page

  2. Select + new template

  3. Choose which collection you would like the template to be saved under

  4. Give the template a title

  5. Click on the '+' icon in the toolbar

  6. Choose the field types (fillable section) you would like to include in your template.

  7. Click 'save template' in the bottom right corner


Group form fields within a section:

  1. Follow the previous steps here

  2. Click on the '+' icon in the toolbar

  3. Select New Section

  4. Select Add question

  5. A drop-down will appear where you can select the individual field you would like to use

  6. Click 'save template' in the bottom right corner


Removing a question/ section:

  1. To remove a question select the delete icon at the bottom of the field

  2. To remove a section select the delete icon at the top of the section


Rearranging section/ question:

  1. To rearrange the questions/ sections, select the drag to move

  2. Drag the question/ section in the order you want


Duplicating question/ section:

  1. To duplicate the question select the duplicate icon at the bottom of the question

  2. To duplicate the section select the duplicate icon at the top of the section

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out to team@carepatron.com.

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