This session is public and open to all FormDr users. Attendees will be muted and able to submit questions via text however, please do not ask questions related to PHI. All calls will be recorded and posted online for the purpose of training.  Note: Please check that your time zone is correct.

Onboarding Schedule:

Getting started with FormDr reviews the entire account from beginning to end. Here we will review the following:

• Adding Users & User Permissions
• Editing Forms
• Embedding Forms on Your Website
• Send Forms to Patients
• Sending Prefilled Forms
• Receiving Completed Forms
• Receiving Submissions
• 3rd Party Integrations, and more.

1. April 3, 2023
2. April 5, 2023
3. April 7, 2023
4. April 10, 2023
5. April 12, 2023
6. April 14, 2023
7. April 17, 2023
8. April 19, 2023
9. April 21, 2023
10. April 24, 2023
11. April 26, 2023
12. April 28, 2023

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Beginner Form Building Schedule:

1. April 4, 2023: Editing Patient Information/Insurance

   • Description: We will demonstrate how to update or change typical sections of information like the patient information or insurance information. We will wrap up with a live Q&A session.

2. (POSTED - click here) April 11, 2023: Editing and Updating Images/Drawings

   • Description: We will show how to update sections that utilize the Image or Drawing widgets, and how they can be used to collect your patient information. We will wrap up with a live Q&A session.

3. (POSTED - click here) April 18, 2023: Editing Forms that Exist in Multiple Packets

   • Description: We will go through how to update forms that may appear in multiple packets to ensure consistency across all of them. We will wrap up with a live Q&A session.

4. (POSTED - click here) April 25, 2023: Updating Packet Order and Moving Forms

   • Description: We will show you how to update the order of the forms in your packets as well as how to move forms between tabs using the Group tool. We will wrap up with a live Q&A session.

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Advanced Form Building Schedule:

1. (POSTED - click here) April 6, 2023: Updating Forms to Autofill

   • Description: We will show how to update your forms to take advantage of the autofill functionality which will make it easier for the patient to work through the forms. We will wrap up with a live Q&A session.

2. (POSTED - click here) April 13, 2023: Using and Editing Templates

   • Description:  We will demonstrate how to add our pre-made templates to a packet and how to edit them to better fit your practice. We will wrap up with a live Q&A session.

3. (POSTED - click here) April 20, 2023: Using the Import Form Function to Combine Packets

   • Description: We will show how to use this function and how to create new packets of forms that exist in other packets. We will wrap up with a live Q&A session.

4. (POSTED - click here) April 27, 2023: Editing Conditional Forms

   • Description: We will demonstrate how to edit forms when they are set up conditionally (Male/Female, Minor/Adult, etc.), presenting different information depending on an answer selection by the patient. We will wrap up with a live Q&A session

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