After having configured the General Settings and Form Triggers of your e-form, you will now be able to organize the questions and layout of your e-form by using the Form Editor. 


  • To access the E-Form Editor you will need to access the Settings and scroll down to E-Forms. 


  • From the E-Forms tab you must click on the e-form that you wish to configure and subsequently click Edit. 


  • After clicking Edit continue to the Form Editor. 


  • You should now be able to see the E-Form Editor page. From this page you will be able to choose the types of questions that will display to the patients filling out the e-form. You can choose from an array of question types under the GENERAL and FILLABLE question lists. To add a question to the form, simply click or click/drag the type on the left. 


  • General Questions/Responses Toolbox - 
    • Single Input - The Single Input will prompt the patient to answer the configured question with a single input response. To configure the actual content of the question, merely click on the name, designated by the red box below. 
    • Checkbox - Checkbox will prompt the patient to 'check all that apply'. They will be able to check-on any of the items you configured. Similar to the question, you can change the items that the patient must check by clicking on the name of the item. 
    • Radiogroup - Radiogroup functions similarly to Checkbox whereas a patient will need to check-on the item that applies, however, the patient will only be able to check-on one item for their response as opposed to 'all that apply'. 
    • Dropdown - By choosing Dropdown you will be able to configure a dropdown menu where a patient will have to choose one item from the dropdown list. 
    • Comment - The Comment  option will allow patients to leave a comment, you can specify the context of the comment you would like by clicking the question/comment name and customizing it to your liking. 
    • Rating - In cases where you will patients to associate a rating to something using a scale (i.e. 1-5, 1-10 etc...) you can utilize the Rating option. 
    • Boolean - The Boolean option will allow the patient to answer a question with a simple yes or no response. 
    • HTML - If you have experience with HTML, you can use the HTML option to customize messages/placeholders using that knowledge. To set the message or edit the HTML content, click on Edit (marked with the red box and then open the HTML Editor. 
    • Matrix (single choice) - By using the Matrix (single choice) option, you will give patients the ability to choose one response per row from a number of columns. You can change the displayed columns and rows by clicking Edit and scrolling down to Rows and Columns and editing the Text field.
    • Matrix (dynamic rows) - The Matrix (dynamic rows) option is a sound choice for when you would like the patient to be able to add more fields/rows for additional responses, based on the question asked. This option gives greater flexibility by allowing you to specify the Cell Type the patient will need to fill in their response with  (i.e. dropdown menu,  single input field, checkbox or simply a comment). To change the Cell type, click Edit and choose the Cell Type in it's designated dropdown field. An example of using this option could be asking a patient what their typical breakfast diet consists of. The patient could press the Add row button to add a field to fill in each item that relates to the breakfast diet. 
    • Matrix (multiple choice) - Patients will be able to choose multiple responses (limited by how many rows you include when you Edit) in each column. Similar to the Matrix (dynamic rows) you will be able to choose the Cell Type for the patient's input (i.e. single choice, checkbox, radiogroup etc...). 
    • Multiple Text -  This will allow patients to input multiple text responses in the text fields provided. You can always add more rows as usual by clicking Edit and opening the Rows tab. 
    • Expression (read-only) - By using the Expression (read-only) option, you will be able to configure an expression that uses the value of previous responses to display a calculated score/value. A good example of this being used in an e-form would be the PHQ-9 or GAD-7 severity score. 
      • You can configure the expression by clicking on Edit and scrolling down to the expression field. 
    • Panel - This is a tool to help arrange/organize questions within a panel for the patients. An example of this could be a panel for personal information (i.e. name, DOB, address etc...). Once you have added the Panel you can click and drag other questions that pertain to the purpose of the panel from the General/Fillable toolboxes on the left into the panel. 
    • Date of birth - This question is exactly what it is named for. Please note that there is a Date of birth question in both the General and Fillable Toolboxes. However, this one differs because the Date of birth question found in the Fillable Toolbox is attached to the respective field in the patient's profile. 
    • Boolean HTML - The Boolean HTML question is essentially a checkbox with the ability to add HTML Content beside the checkbox. To edit the HTML Content/Text click Edit and open the HTML Content field. 
    • Honey Pot - The Honey Pot is a background security measure which will try to detect if a bot is filling out a form and will restrict access if detected. 
    • Phone Number - This will generate a field for the patient to enter their Phone Number. Just like the Date of Birth option, there is a Phone Number field in both the Fillable and General Toolboxes. The Phone Number field in the General Toolbox is not attached to the respective field in the patient profile, and will not update the patient's profile information. 


  • Fillable Questions/Responses Toolbox - The Fillable Toolbox contains questions/fields that are attached to the respective field/information in the patient's Portal Profile. When the patient fills out the information in the form, that will be translated to the profile and update the changed information. Please note that when a change in patient information is made in the Portal Profile, this will not yet automatically update the patient's chart information in the EMR. 
  • Making a Question Required/Mandatory
    • In some cases the clinic may wish to make certain questions on an e-form required or mandatory to complete and submit the e-form. To do this click on the Edit button on the question. 
    • After clicking Edit, scroll down and check-on the Is required? box. Then click Apply followed by OK.
    • The question should now display a "*" beside the question name, notifying that this question is required.