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. May 1, 2023
2. May 3, 2023
3. May 5, 2023
4. May 8, 2023
5. May 10, 2023
6. May 12, 2023
7. May 15, 2023
8. May 17, 2023
9. May 19, 2023
10. May 22, 2023
11. May 24, 2023
12. May 26, 2023
13. May 29, 2023
14. May 31, 2023

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Beginner Form Building Schedule:

1. May 2, 2023: Separating Packets

   • Description: We will demonstrate how to create a new packet using forms from others and also how to split a packet into multiple different packets. We will wrap up with a live Q&A session.

2. (POSTED - click here) May 9, 2023: Autofill Information in Forms

   • Description: We will show how to update your forms to use the autofill function to help your patients save time when filling them out. We will wrap up with a live Q&A session.

3. (POSTED - click here) May 16, 2023: Styling Packets and Forms

   • Description: We will go through how to use the Style page to update the way your form looks to the patient to ensure consistency with your branding. We will wrap up with a live Q&A session.

4. (POSTED - click here) May 23, 2023: Adding Calculations to Forms

   • Description:  We will demonstrate how to add a calculation tool that will automatically calculate the score based on selections by the patient. We will wrap up with a live Q&A session.

5. May 30, 2023: Formatting Techniques

   • Description: We will show how to update your forms using the formatting tools available to help make your forms look consistent and clean. We will wrap up with a live Q&A session.

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Advanced Form Building Schedule:

1. (POSTED - click here) May 4, 2023: Using Synced Forms in Packets

   • Description: We will show how to utilize the Synced Forms in packets to help you save time when it comes to updating them. We will wrap up with a live Q&A session.

2. May 11, 2023: Advanced Conditional Questions / Autofill

   • Description: We will demonstrate how to use conditional formatting to create multiple versions of a set of forms in the same packet. We will wrap up with a live Q&A session.

3. May 18, 2023: Using the Group Tool 

   • Description: We will show how to use the group tool to help reorder or reformat your packets. The Group tool can also be used to help with formatting. We will wrap up with a live Q&A session.

4. (POSTED - click here) May 25, 2023: Advanced Calculations

   • Description: In this webinar we will take the calculation tool and demonstrate how to use it to make advanced calculations with multiple functions. We will wrap up with a live Q&A session

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