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How to Create a New Form using Form Builder

Article author
Ly Do
  • Updated

Please follow the instructions below if you are looking to create a brand new form for your division (clinic) on the OnCall Health platform using the Form Builder tool. 

Please note: In order to use the Form Builder Tool, you will need to have Interactive Form feature enabled in your package. If you do not have Interactive Form yet, please contact your Account Manager directly. 

1. Log into your account and access the tool

2. Navigate to the (clinic name) the form will be assigned from and, click on "Create new form in {{division_name}}"

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3. You will need to enter the name of your form. Please note that the form titles will be visible to your clients. From here you will choose to make the form "Mandatory" or not by checking the "Mandatory Form" box. If a form is mandatoryyour clients will need to fill out the form before being able to move forward with the onboarding steps and/or connecting with you. If a form is not mandatory, your clients will have the option to skip the form to connect with you and come back to it after their session. 

Forms will be SKIPPABLE if you do not check the box. 

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4. Start creating your form by clicking on the "Insert content" button on the bottom of the page. 

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5. "Insert Content" will allow you to choose the type of questions you want to include in your form.

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6. Once you have chosen the type of question you want to include, type in your question and click outside of the box to finish the question. 

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Note: To make the question skippable, click to change the "Required" toggle to grey

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7. To move on to the next question, click on the "Insert Content" button where you see fit. 

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8. Continue with this process until you are finished with your form. 

9. Click on the "Preview form" button to preview your work. 

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10. Click on "Close preview" to exit preview mode.

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11. Do not forget to click on the "Save" button on the top right corner to save your work.

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If you are wondering how different types of question work in the Form Builder tool, please refer to this article here.

If you have any further questions regarding this feature, please feel free to contact Technical Support at support@oncallhealth.ca or 1 888 687 9228 ext 1. 

 

 

 

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