Custom Forms: An Overview (Atlas)

Found in Settings > Custom Forms, under the heading Admin...

Once in the Custom Forms overview, you will be able to see all of your forms, their status and a menu button (•••) to edit or make forms inactive: 

Below the heading, there's a blue "Add New Form" button clicking this will offer a drop down of new form options (applicable only to Atlas users. Base users will see only practitioner forms). We will detail the differences below. 

Please note: Copying and pasting can sometimes corrupt your forms. To avoid this happening, you need to ensure you are copying and pasting as plain text. To ensure you aren't pasting in HTML you can convert to plain text via the following link:  https://jhy.io/tools/convert-word-to-plain-text


Patient Forms ( Atlas only) 

This is just an overview for a detailed description see Creating your Patient Facing Forms

Access by selecting Add New Patient Form

Configuration tab for adding a new form. Here you will input the form name, the appointments it is associated to, an email address that will receive a notification that the form has been successfully sent and an introduction and confirmation text box where you can enter messages for the beginning and end of your forms. Alternatively, if you wish to redirect to a webpage, perhaps the welcome page of your practice, there is also a box to insert this URL.

There are some further options to make the form even more customisable, such as showing the link to the form once the patient has booked online, the ability to show your clinic details, or hide your logo. You can also customise the background colour, the button colour and the button text colour to make the forms just how you like.

To carry on with the form, you will need to scroll back to the top of the screen, selecting the next tab along from Settings: Patient Fields. This is where you will gather your patient's personal data. to include a piece of data in the form, tick the Include box. to make the field required, tick the required box.  Please be aware, if the patient enters any details in here that differ from their current profile, it will be overwritten. 

The Sections and Questions tab is the meat of the form and where you add all your custom questions. As you can see below, there is a wide range of different structures you can use for your questions...

The above screenshot shows the appearance of the Sections and Questions tab. Pick one of the question structure choices from the menu on the right of the screen. Just drag-and-drop the question type on to the form and place in the order as you please.

To edit the contents of the question, click the little pencil in the top right of the box (highlighted). You can again make responses required and also input your own personal help commands. The next button along duplicates the question, whilst the final box removes the question from the form.

You can also add more sections to your form. Simply click the Add Section tab below the Drag & Drop Form Builder title.

The Consents tab relates to consents. GDPR requires explicit opt-in & permission for marketing communications and you can enable marketing comms consent and transaction comms consent into your forms. if you tick the boxes, they will include GDPR compliant consent requests, however, you can also input your own (just ensure they fit with compliance!)

Make sure to hit Save in the top right! (If you are a little forgetful, there's an autosave function which will routinely auto-save the form you are building whilst you work. NB autosave will get confused if you have more than one tab open with custom forms, and it might not save correctly.


Practitioner Forms (all users)

For more detailed info please see our dedicated article: Creating Practitioner Facing Forms

These forms are for practitioners and as such are accessible from the practitioner dashboard alongside your other clinical SOAP notes and Advanced Clinical Notes

These forms work in a very similar way to the patient forms, however, they require far less information. A form title and associated appointment types are still required, however, there's no need for the patient information and you can jump straight into building your form. Refer to the above screenshot to see the form builder.

Pick one of the question structure choices from the menu on the right of the screen. Clicking will add the box in order. Alternatively, you can drag the question type on to the form and place in the order as you please.

To edit the contents of the question, click the little pencil in the top right of the box (highlighted). You can again make responses required and also input your own personal help commands. The next button along duplicates the question, whilst the final box removes the question from the form.

You can also add more sections to your form. Simply click the Add Section tab below the Drag & Drop Form Builder title.


Import From Private Link

This option is to access a form that another clinic may have shared with you. See Sharing Custom Forms for details on how to do this

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