Managing Form Templates

As the Administrator, you have the flexibility to create any form you need to send to your Patients. Noterro offers comprehensive tools to add, edit, disable, and delete forms. Let's delve into each action in detail.

Adding a Form

Creating a new form is crucial for customizing your clinic's documentation. You can either search for templates that Noterro offers, create a new form, or update an existing one. Here's how:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates.
4. Scroll to the Forms section.
5. Click Add New.
6. Choose from three options: a Noterro Template, a Template you've added before, or click Start with Blank Form.
7. If starting with a Blank Form, enter the name of your Clinical Form before proceeding.
8. Use the Form builder to create your custom form template. Changes will be auto-saved.

Profile Fields: Every form includes a Profile Field. First and last names are mandatory. Other fields like email address, phone numbers, address, and more can be set as visible or required.

Important Note: Use the Templates search bar to find pre-made templates by Noterro. Preview before using or modifying them. Use "created by me" to locate and update templates you've previously made.

Editing Forms

Edit forms already completed and saved to a Patient profile with the following capabilities:

• Enable Status: When active, this form can be selected throughout Noterro.
• Public Access: Enable to share this form on your website or via email. It creates a new Patient upon completion.
• Response Expiry: Set the validity duration for Patient responses.
• Allow Translation: Enable to translate the form into Patients' preferred languages using Google Translate.

Steps for editing a form:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates.
4. Scroll to the Forms section.
5. Locate the form to edit and click its Name.
6. Click on Settings.
7. Make necessary changes. Navigation is required to save changes properly.

Important Note: To modify the name, sections, categories, questions, or text in an "In Use" form, duplicate it first.

Duplicating Forms

Duplicating is useful for maintaining style while modifying elements. Follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates.
4. Scroll to the Forms section.
5. Locate the form to duplicate and click on the Three Dots.
6. Click on Duplicate.

Important Note: Once a Clinic Form Template is sent to a Patient, it’s labeled "In Use". Duplicate and disable the original to edit.

Disabling Forms

Temporarily remove a form from documentation options with these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates.
4. Scroll to the Forms section.
5. Locate the form and click on the Three Dots.
6. Click Disable.

Enabling Forms

To enable a previously disabled form:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates.
4. Scroll to the Forms section.
5. Click on Show Disabled Forms.
6. Locate the form and click on the Three Dots.
7. Click Enable.

Deleting Forms

Delete forms cautiously to permanently remove them:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates.
4. Scroll to Forms.
5. Locate the form and click on the Three Dots.
6. Click on Delete.
7. Confirm by clicking “Yes, Delete” in the prompt.

Important Note: Deletions only apply to forms not "In Use". Consider disabling instead.

Previewing Forms

To see how forms will appear to users, preview them:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates.
4. Scroll to Forms.
5. Locate the form and click its Name.
6. Click on the Preview button.

Printing Forms

To make physical copies of your forms:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates.
4. Scroll to the Forms section.
5. Locate the form and click on the Three Dots.
6. Click on Print.