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. August 2, 2023
2. August 4, 2023
3. August 7, 2023
4. August 9, 2023
5. August 11, 2023
6. August 14, 2023
7. August 16, 2023
8. August 18, 2023
9. August 21, 2023
10. August 23, 2023
11. August 25, 2023
12. August 28, 2023
13. August 30, 2023

View more here>>>

Beginner Form Building Schedule:

1. August 1, 2023: Combining Packets

   • Description: We will demonstrate how to combine packets and import forms using the tools available in the builder. We will wrap up with a live Q&A session.

2. August 8, 2023: Creating and Using Synced Forms

   • Description: We will show how to make the most out of the Synced Forms and how to update them when needed. We will wrap up with a live Q&A session.

3. August 15, 2023: Adding Images to Forms

   • Description: We will go through how to add images to forms to be used as logos, signatures and body images for the patient to draw on. We will wrap up with a live Q&A session.

4. August 22, 2023: Creating a Form from Scratch

   • Description: We will show how to create a form starting from a blank page and how to format elements on the page. We will wrap up with a live Q&A session.

5. August 29, 2023: Creating a Form from a Template

   • Description: We will demonstrate how to use the premade templates to create a packet of forms. We will wrap up with a live Q&A session.

View more here>>>

Advanced Form Building Schedule:

1. August 3, 2023: Autofill in Paragraphs

   • Description: We will go through how to use the autofill function to display information in a Paragraph widget based on what the patient has entered. We will wrap up with a live Q&A session.

2. August 10, 2023: Calculations

   • Description: We will demonstrate how use the Calculation tool to automatically calculate scores as well as how to include other calculations in the final score. We will wrap up with a live Q&A session.

3. August 17, 2023: Hiding Forms from Patients

   • Description: We will show how to hide specific forms in a packet so that when it is sent to the patient they will only see the forms you want them to. This can be very useful for any staff only information. We will wrap up with a live Q&A session.

4. August 24, 2023: Styling Packets

   • Description: We will discuss how to style your forms to better represent your practice and how to copy this styling into other packets as well. We will wrap up with a live Q&A session.

5. August 31, 2023: Embedding Forms on Website / Blank PDFs

   • Description: We will demonstrate how to embed forms on a website so your patients can complete the forms without leaving your site and also how to create a blank PDF for use in office. We will wrap up with a live Q&A session.

View more here>>>