Creating a Form - Step by Step
Within the forms tab CAC CareNet gives you the option to convert you paper forms into electronic forms with a few easy steps! The form creator allows for auto-population of select fields so you don't have to constantly reenter client information (e.g. name, DOB, gender). It is important to note: you cannot create a report based upon information entered in the forms tab. The forms tab is not connected to the report builder, any information that you would like to report on will need to be filled out within the client profile.
Please follow along below how to create a form:
Step 1. Expand the Admin tab and select the Form Dashboard button.
Note: Depending on your permission set you may not have access to the admin section. If you get a permission error please contact your local administrator.
Step 2. Once your page reloads you will be on the Form Dashboard page. From here you can search all the previously created forms for your center (A), view all forms (B), view their publish status (C), as well as edit/copy a specific form. The copy function allows you to create an exact duplicate of the form, to save you time in case a secondary form is similar to the initial.
To create a brand new form scroll to the bottom of the page and press the 'Add' button.
Step 3. After pressing the add button you will need to fill in both a title and description of your form.
Step 4. After your page reloads you are presented with the form builder. The form builder has multiple field options (in the Toolbox):
- Text Field: A single row editable text field. Typically used for shorter amounts of information (e.g. Name, phone number, email address)
- Text Paragraph: A large non-editable text area (used for paragraphs).
- Date Picker: A selector specifically for date fields (DOB, Date consent signed, etc.)
- Date Time Picker: A multi-use field that can have custom time parameters entered in (e.g. minutes, hours, weeks)
- Paragraph: A large editable text area (used for narrative sections)
- Separator: Used to separate sections of a form. This field gives a small amount of space between fields as well as a visible line.
- Checkbox: A single check box.
- Checkboxes: Multiple checkbox options.
- Radio: Multiple options but only one selection (e.g. yes/no questions)
- Select List: Pulls from drop downs within the client profile (e.g. Gender, Relationship, Race, Ethnicity)
- Related Person: Pulls basic demographic information from any associated people entered in during the intake process of a client.
- eSignature: Offers an electronic signature space (could be used for consent forms, check in forms, etc.)
To add in any fields listed in the toolbox simply press the field and it will add it to the form.
Step 5. After adding in a field to the form builder, there are several key sections within a field:
- Question Text (Paragraph Text/Title): This is the formal title of the field you're entering in. Such as in our example below, we're making this field a 'Full Name' field.
- Report Text: This will populate automatically - there is no need to edit it.
- Required: If this field is required to be filled in before saving.
- Show in Summary: Leave at default.
- Column Span: Leave at default.
- Autofill Field: If you want the field to populate automatically from the client profile, you can make a selection from the drop down. For our example with a name field, we can select full name (which pulls from the Client Demographics) to populate the name of the client for the profile we're adding this form to.
- Save to Field: Leave at default.
Additionally, there are three buttons at the bottom of the fields: Hide, Change Type, and Remove. Do not use Hide/Change Type, these buttons are under development.
Step 6. After adding in all the fields from your paper form into the form builder, scroll to the bottom of the page, check the 'Published' checkbox, and press save.
Note: If you want to continue working on a form but do not want it published, simply leave the 'Published' check box empty.
Step 7: After saving/publishing a form it is now accessible for use on every client profile. If you ever need to take a form away, simply edit the form, and uncheck the 'Published' option to hide it.
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