HotDoc Forms allows you create and customise a form based off an existing template or entirely from scratch in the Dashboard. Some forms you can create are:

• New Patient Registration form (demographic or clinical)
• Vaccine consent forms
• Assessment forms 
• A completely customised form! 

You can also create and send multiple forms to the patient. Please use the guide below for how to set up forms for the first time, or add an additional form. 

Training Video

The following training video is a quick guide on how to set up and edit a form in your HotDoc Dashboard. Alternatively, read the steps in the guide below!

How to create a Form

How to create a new form using a template

The following guide explains how to create form, using a template in the Forms > Forms section of the HotDoc Dashboard.

In the example below, we will create a New Patient Registration form, but you can create as many forms as you wish using any of the templates or from scratch.  

How to create a custom form (from scratch, not using a template)

The following guide explains how to create a completely customised form using your own sections and questions, in the Forms > Forms section of the HotDoc Dashboard. This can be helpful if you want to make something unique to your practice's needs.

Some helpful tips when creating a form from 'scratch'

How to add a section

A section allows you to add questions that relate to a specific 'section' of the form. For example 'Patient Details' would include first name, last name, date of birth. 

1. Select '+ Add Section' 
2. Add a name for your section (visible to patients)
3. Add a description for the section
4. Under 'Position on form', select the position you would like the section to appear on the form in the drop down list 
5. Click + Add Question to add new questions to the section
6. You can also delete a section from a form, click 'Remove Section' section

Adding 'questions':

1. Question Type allows you to select a question from a template (pre-defined question) or Custom allows you to create your own question.
2. In Question: This is how the question will appear to patients, you can edit this field.
3. In Answer Type: Selecting an option from the drop down menu eg. Short answer, drop down, multiple choice, etc.
4. *Options: Options will appear only if you selected a question type with pre-configured options (eg. Drop down, multiple choice). Add your pre-defined answers in the Options fields.
5. Question Settings: Select whether the answer to this question is required or optional.
   Note: If required, patients must answer this before submitting the form.
6. Follow Up Questions: Add a follow up question if the patient answers the main question. Select + ADD FOLLOW UP QUESTION, and follow the prompts 
7. *Group Label: Will only if you added a follow up question. 
8. Select Create Question to finish.