How do I set up my questions and answers using form builder?

Here's how to set up your questions and answers in the form builder.

1. Drag and drop elements under "Question types" into the form area, and click "Edit" to set up your questions/answers. 

2. Under the "General" tab, fill in the appropriate fields. 

• "Question title." - this title will display in a completed note/questionnaire in the patients'/clients' entries.
• "Question." - this is the title patients/clients will see when completing the questionnaire/form. 
• "Description" - this is for you to add a description to the question, if applicable. 
• "Section this appears in if you create a note" - you can choose where you want this question displayed in a note. 

3. Below you some general settings for the question. 

• "Do not display this in saved note" - this setting hides the question title in a completed note/questionnaire.
• "Is visible?" - this setting controls the question's visibility. If this setting is toggled off, the question will be hidden from the form but not completely gone, so you can display it again anytime in the future by toggling the setting back on. 
•  "Required" - this setting makes the question mandatory, so patients/clients can't submit the form if this question hasn't been answered.
• "Read only" - this setting changes the question into a read-only text, so it doesn't require an answer.
• "Has comment" - this setting adds a comment box where you can ask patients/clients to enter any additional information. 

4. In the "Choices" section, you can add your different answer choices. 

Or... 

5. You can use the "Fast Entry" option, where you can paste the answer choices from other websites/documents.

6. You can also duplicate answer choices from any question in the current form by clicking on the "Duplicate choices from another question." 

7. Click "Add New" to add a new choice. 

8. If applicable, you can sort the order of the choices into ascending/descending/random by clicking on the "Select choices order" drop-down.9. Check the "Has other item" box to add an answer choice for "Other." If the patient/client selects that option, they must enter additional information.

10. Check the "Has none item" box to add an answer choice for "None." 

11. Check the "Has select all item" to add an answer choice for "Select All."

12. Under "Max selected choices," you can control the maximum choices patients/clients can mark in this question. 

13. To save your question settings, click "OK." 

Or...

14. Click "Apply" to save your changes and continue working on the question.

To see what each question type looks like, check out this article.

If you have any questions, please contact us.