Creating a Form

Forms collect structured information from patients, such as intake details, consent, and surveys. Your Organisation can build and manages its own Forms. This article walks through creating one. (For the difference between a Form and an Assessment, see the Forms vs Assessments guide.)

📍 Where to Create a Form

Go to:
Administration → Form Management

Then click + New Form in the top right. This opens the Create Form builder, where your new Form starts as a Draft.

📝 Name the Form

1. Enter a Form name.
2. Add a Description (optional).
3. Tick Allow patients to make updates to their form submission if patients should be able to change their answers after submitting. This is what appears as Patient Can Edit in the Form list.

🧩 Build the Form Content

Forms are built from one or more Sections. Each Section has a Section Heading and a Section Subheading, and holds the content patients work through.

Within a Section you can add two kinds of block:

• An Information Screen is a rich text block for instructions or context, with no answer required. It supports headings, formatting, lists, tables, images, and links.
• A Question is something for the patient to answer (covered below).

Use + Information Screen and + Question to add blocks to a Section, and + Section to add another Section. Each block can be reordered or removed using the arrow and bin icons beside it.

❓ Add a Question

For each Question:

1. Enter the Question text, which is the question the patient sees.
2. Add Helper text (optional) to show guidance beneath the question.
3. Choose a Question Type from the dropdown. The options are:
   • Free Text
   • Multiple Choice (Single Select)
   • Multiple Choice (Multi Select)
   • Rating
   • Date
4. Turn on Required to make the question mandatory.

Depending on the Question Type you choose, the builder will prompt you for any further details that type needs, such as the answer options for a multiple-choice question.

✅ Save and Publish

Click Save in the top right to save your Form, or Cancel to discard your changes. New Forms are saved as a Draft, which isn't yet available for use.

When the Form is ready, Publish it from Form Management to make it live. While it's still a Draft, you can also edit, clone, or delete it. See the Form Management guide for the full set of actions.

💡 Best Practices

• Give the Form a clear, descriptive name so it's easy to find in Form Management.
• Use Sections to group related questions, and Information Screens to set context before a set of questions.
• Only mark a question Required when patients genuinely must answer it, so the Form stays easy to complete.
• Keep a Form as a Draft until it's ready, then Publish it, since Published Forms can't be deleted (only archived).

Next step:
➡️ Publish the Form from Form Management, then attach it to a Service, a Patient Journey stage, or your patient sign-up flow.