00:00: To navigate to the form Builder, select the document tab on the left navigation.

00:06: Now, select forms.

00:08: As a note, this feature is only available to admin providers. If you need access, we recommend reaching out to the admin provider for your account to discuss available options.

01:08: click HTML tag to edit the forms HTML content,

01:25: Click the permission statement, placeholder to edit the consent text.

01:36: Click save to save the changes made to the form content.

01:42: Click content to access the form content editor.

01:54: Click here to open the content area for editing.

02:02: Click healthy roster. University consent to treat to select the form.

02:12: Click save to save the final changes to the form.

02:20: Click healthy roster. University consent to treat to open the Forum.

02:30: Click save to complete and save the customized form.

02:51: You have successfully customized a pre-participation form template in healthy roster.

02:57: The form is now personalized with your organization's details and ready for use.

03:02: For further, customization, explore additional form settings or create new templates as needed.

00:01: Hi, this is Nikki. Let's walk through the process of building a form from scratch. Throughout this tutorial, you'll notice two sections on my screen on the right side. It's displaying an example of the existing form that I wish to build.

00:14: On the left side is the form Builder workspace, where I will create the form step by step. As we go through this tutorial, I'll show you how to add Fields, customize them and organize them. So, that the form is ready for use by the end, you'll have a fully functional form built entirely within our system.

00:31: To begin, we're navigating into the form Builder here. I've select the documents tab from the left navigation, and then selected forms.

00:40: To add a new form. I'm going to select add in the upper right hand corner.

00:45: And now, because I'm building this form from a blank slate within our form Builder, I'll select to build form from scratch.

00:53: You see here? I've input a title for my form and a description selecting. Okay? To save.

01:01: Step one is going to be to add the form. Header, highlighted on the right hand side of the screen.

01:06: On the left side of the screen, you'll see this workspace where we'll create the form.

01:10: I'm going to drag and drop a Content field from the form Builder, toolbar onto the forms workspace.

01:19: I'm going to select my formatting options, and then select that, this is a header

01:25: and now in the text space, you can input the header

01:29: And now, select save.

01:32: Next on my form, you'll notice I have three text box components. Each containing patient demographic information to make this form cleaner and more organized Will Group these three Fields into a panel. Here's how to do it on the form Builder, drag and drop the panel component into the workspace where you want these fields to appear.

01:52: And now I will give my panel a title, it will give a clear description to the end user. What is housed within this panel?

01:59: Next select save.

02:03: Now that the panel is in place, we can start adding our items for the first two fields. Patient name and date of birth will use text Fields, simply drag and drop the text field into the panel for each item.

02:17: Now, the modal box will open for the text field. I will label it appropriately. Patient name in this example, this allows users to know exactly what information they should be entering.

02:29: Next, I want to make this form work for me. I'm going to select the data tab.

02:36: Some fields on your form can be set to auto-populate when the end user is completing them. This helps to reduce manual input for the user making the form faster and easier to complete. Now, also automatically can update on the patient's profile, if desired keeping their information current, without the extra effort on your part,

02:53: Pre-populated fields are typically drawn from the patient's detailed table specifically their demographics.

02:59: By using pre-populated Fields your ensuring consistency across forms and streamlining any data entry process for both the user and your team.

03:09: If you'd like for this form to auto update on approval, you will want to check the box below.

03:16: Next, I will select validation. I want to make this form required, so the end user cannot bypass it or save the document without completing this field.

03:26: Then check the box is required.

03:29: And now that my text field has been set the way I want it, I will select save to add it to the Forum.

03:36: I've replicated the steps to add in the patient's date of birth. Now it's time to add the phone number field in the form Builder, locate the form Builder tool drag and drop it into your desired location.

03:49: Here you will see. I've labeled it correctly patient, phone number and I've selected save

03:56: Next, I have a large area of semantics or texts that I need to input.

04:00: I'm going to put this again into another panel component.

04:05: Now, that our consent panel is in place, it's time to build the main content within the form. We'd already covered how to use a Content field, but this time, I'll demonstrate an alternative approach using the formatted content tool. This allows you to achieve the same results adding headers paragraphs and instructions that gives you additional formatting flexibility.

04:25: Here, you'll see that I've input the form data directly into what we call HTML, formatting, if you're not comfortable writing in HTML, that's completely, okay. You can always reach out to help at healthy roster for assistance.

04:38: HTML, gives you the full control over, formatting and structure again, using the content field will also accomplish the same thing.

04:48: since we've input HTML and perhaps, we're not comfortable with it, it's important to understand, you can always select Show preview,

04:57: You see here my content is now displayed exactly as it will appear on the Live Form. Be sure to select save to apply this to your form.

05:07: Next, I will again add a panel to organize my signature flow.

05:13: Once my panel is in place, I can now continue. Formatting here, I have signature and date within the same line to do. So I'm going to add a column.

05:24: I only need two columns so I'm simply going to select save. However, you can add additional columns and change their formatting if necessary.

05:33: Now, within my first column field, I'm going to drag and drop signature.

05:39: Give the field proper descriptors and select save.

05:44: Next, let's request the date to do. So I'm going to drag and drop date and time over into the column.

05:53: As you can see, on my form, I'm simply selecting. And suggesting the addition of date, not time. I'm going to select time to turn that feature off.

06:03: Now, I will uncheck the box to disable time.

06:07: Here you can see I've edited the title for this content, to remove time and only show date selecting save to apply.

06:16: Now that I've completed the build of my form, I'm going to select preview.

06:22: Preview mode is incredibly helpful, when building forms it allows you to see the form exactly as your users will. So that you can ensure everything is working correctly, perhaps by testing interactively.

06:33: Or that everything is making sense in the correct flow to exit preview mode, select the checkbox.

06:40: Once you're happy with the build of your form, or if you need to leave and come back, make sure that you select safe.

06:47: The next step in building your form is assigning it as a document type. So it's visible on patient profiles.

06:54: If you have questions or need more help, please visit the help tab on the left navigation or reach us directly at help at healthy roster.com.

00:00: this tutorial guides you through, configuring the form, Builder, editor Tools in healthy roster,

00:05: You will learn how to add and manage various form components to customize your forms effectively.

00:12: Click the button to open the form Builder interface where you can start customizing your form.

00:27: Next, you'll see edit.

00:31: This will open a modal box where you can change the title and description if necessary for your form.

00:39: Now import this is used when uploading a form template that has been previously, created in another account or by another provider user and they're sharing their import with you.

00:50: conversely, if you have created a form and you'd like to share the template with another provider user, you can export,

00:57: this will create a download to your web browser.

01:01: And lastly on the manage Form Tools on the top left-hand portion of the screen, you'll see preview.

01:09: This shows the view that the end user will experience allowing you to test your form and ensure it works as intended to exit preview select the checkmark.

01:20: Now, let's begin to work down the components within the form Builder.

01:24: First, you see a text box. This is a simple text box that allows the user to type the requested information. An example would be patient full name. The patient can type directly into this field. This format is best for short responses, or concise pieces of information.

01:43: Next, we see a text area.

01:46: This is a larger text box that allows the user to type a response across multiple lines. A common example would be to please detail in full. All yes. Responses the patient can then enter a longer more detailed explanation.

02:01: A number field will produce a fillable box to accept numbers example. How many concussions have you had in the past? The patient, then inputs a number

02:13: As you see here, a checkbox will produce a binary choice between a predefined option. Commonly a consent or acknowledgment for receiving or reviewing the document in question.

02:26: Next you see a select box. This allows you to add multiple checkboxes at one time. An example is commonly select all that. Apply the patient. Then can select as many or as little options as necessary.

02:41: Select produces a drop-down selection option here. You see in my example, please select the status at healthy roster University, the options for my dropdown are then predetermined freshmen sophomore, Junior and senior, this information can be customized as you're building it into the form.

03:01: A radio will produce a binary choice between two. Predefined options example. Do you have medical insurance? The patient is unable to select. Yes or no, but not both.

03:16: The phone. Number option, produces a billable box with the input mask which is our preferred phone number design already predetermined.

03:25: Date and time will produce a box that can host date time or both default will be to include both at the same time.

03:36: Currency gives you the ability to produce a billable box for currency input.

03:40: Format of currency is editable.

03:45: The formatted content is an area where you can build and customize content, most commonly using paragraph text with additional formatting options. While the content tool is recommended for most use cases, the formatted content field can be used to achieve similar results with a more traditional HTML editor View.

04:07: Signature will produce an electronic signature box for the user to sign electronically.

04:16: A hidden field is a tool. That is not seen by the user. That's completing the form.

04:20: Therefore, it's hidden from view often. This is used for survey users within healthy roster where you would like a protocol to be triggered if the survey has been completed.

04:34: A survey is used to produce a questionnaire in the format of question and answer with predetermined options.

04:42: The newest addition to our formula is content. This is the basic building block that lets you insert and customize general text-based or mixed media elements such as paragraphs, headings list, hyperlinks, images, and inline formatting without needing to write HTML manually.

05:02: Columns will produce a layout option. You can determine the quantity and the size of your columns.

05:09: you can then build within your columns,

05:14: A panel is another layout option. This produces a shadow box with an outline and has a header

05:20: This is commonly used when you're wanting to organize or group items within your form in one location.

05:27: Lastly, you'll see a well, another layout option. This produces a shadow box, but this time without an outline, and this does not have a header again, used for grouping information often.

05:41: And lastly, at the bottom of our form Builder, you will see the option to save.

05:45: It is essential any changes that you make you select save to apply them.

05:52: If you have questions or need more help, please visit the help tab on the left navigation or reach us directly at help at healthy roster.com.

00:00: Hi, this is Nikki. If you've taken the time and effort to build a form in healthy roster and another provider needs a copy, you can easily export your form template they can then import it and use it within their own form Builder. Let's review

00:17: Exporting is rather simple navigate to the form, you wish to share now, select export.

00:25: You will now navigate to your advice and share the export via your desired route here. You see? I'm sharing an email with a co-worker and attaching the template that was downloaded when I hit export.

00:37: Now to import a form Builder, template navigate to the form Builder.

00:42: Select add.

00:45: And select start from scratch. If you're using a pre-existing form and your importing do understand that it will remove and strip all fields that you have already pre-built.

00:55: It's best to use a blank template when you're importing.

01:00: Now, give your form a desired name description and select. Okay.

01:05: From your toolbar, select import.

01:10: Up, you will take the file that was shared with you externally and grab it from your device.

01:16: The fields will now auto-populate onto your form and you can continue to customize as desired. Be sure to select save to save your form changes.

01:27: If you have questions or need more help, please visit the help tab on the left navigation or reach us directly at help at healthy roster.com.