Steps for Admin on Managing Form Templates for Patients

As the Administrator, you can create any type of form you would send to your Patients. Noterro provides the tools to add, edit, disable, and delete forms. Let's explore each action in detail. An instructional video on form building is included at the bottom of this article.

Adding a Blank Form

Adding a new form is essential in customizing your clinic's documentation. Here's how you can do it:

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. You have three options. You can select a Noterro Template, a Template you have already added, or click Start with Blank Form.
7. If you start with a Blank Form Template, you will need to enter the name of your Clinical Form before you begin.
8. Use the Form builder to create your custom form template. Any changes you make to the form will be auto-saved.

Editing Forms

If a form has been completed and saved to a Patient profile (In Use), you can only edit the following.

• Enable Status: When enabled, this form can be selected throughout Noterro.
• Public Access: When enabled, this intake form can be shared on your website or emails. Upon completion, a new Patient will be created.
• Response Expiry: Select how long your Patient responses are valid for.
• Allow Translation: When enabled, this form can be translated into a Patient's preferred language, powered by Google Translate.

If you need to make changes to a form, 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 specific form you want to edit and click on its Name.
6. Click on Settings.
7. Make your changes.
8. The form auto-saves whenever you make changes, so when you’re done, you just have to navigate to a different page.

Important Note: If you want to Edit sections, categories, questions, or text on a form which is In Use, you must duplicate your form before you can edit it.

Duplicating Forms

Duplicating a Form can be very useful when you want to follow a similar style as another form but want to change up certain elements. You can do that by following 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 specific form you want to duplicate and click on the Three Dots.
6. Click on Duplicate.

Important Note: Once a Clinic Form Template has been sent to a Patient, much of the form cannot be changed and it will be labelled "In Use". If you want to make changes, you should duplicate the Clinic Form Template and disable the previous version. You can fully edit all the details on the duplicated Clinic Note Template.

Disabling Forms

Disabling a form is useful when you want to temporarily remove it as an option for documentation. Here's how you can do it:

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 specific form you want to duplicate and click on the Three Dots.
6. Click Disable.

Enabling Forms

If you’ve previously disabled a form and want to enable it to be used in your clinic. 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 on Show Disabled Forms.
6. Locate the specific form you want to duplicate and click on the Three Dots.
7. Click on Enable.

Deleting Forms

Deleting a form should be done cautiously, as it permanently removes it from your clinic's options. If you're certain you want to delete a form, 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.
5. Locate the specific form you want to duplicate and click on the Three Dots.
6. Click on Delete.
7. In the prompt, click “Yes, Delete” to permanently remove the Form.

Important Note: Deleting a form permanently removes it from your clinic's options, and you can only delete forms that are not "In Use." If the Form is "In Use," consider Disabling the From instead. Make sure to communicate any changes to your team members to avoid any disruptions.

Previewing Forms

Previewing your form is a helpful feature that can help you see how your form will look to those filling it out. 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.
5. Locate the specific form you want to preview and click on its Name.
6. Click on the Preview button.

Printing your Form

Printing a Form can be done when you want to make physical copies of your form for your Patients that come into your clinic. You can do that by following 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 specific form you want to duplicate and click on the Three Dots.
6. Click on Print.