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How to Map Answers from Forms to Custom Roster Fields

Article author
Ly Do
  • Updated

As a provider, you can save time by mapping client answers from their assigned forms directly to fields that exist on their Roster Contact

Using Form Builder, you can map answers to the following question types: (1) short answer, (2) single checkbox. In order to funnel answers from Forms to the client's Roster Profile page, you will need access to:

To get started, navigate to Configuration tab in your account by clicking on your username in the top right corner of the screen. Navigate to the Roster Fields tab and click Create custom field
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If you are not familiar with how to create a custom Roster field, please refer to this article for more instructions.

Once your custom Roster fields are in place, navigate to the Forms tab to create a new form. 
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If you are not familiar with how to create a new Form using the Form Builder tool, please refer to this article for more instructions.

 

Insert the question and select the field you'd like to map the answer to using the "Map a roster field..." dropdown list. 

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Once you finish mapping the questions in a form to your custom Roster fields, when a patient submits their answers to the form, the Roster fields will be automatically updated. If the patient answers the form more than once, the most recent answer will be what appear in the Roster field. 

If you have any further questions regarding funnelling answers from your forms to Custom Roster Fields, please contact your Account Manager directly or support@oncallhealth.ca.

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