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.
- September 6, 2023
- September 8, 2023
- September 11, 2023
- September 13, 2023
- September 15, 2023
- September 18, 2023
- September 20, 2023
- September 22, 2023
- September 25, 2023
- September 27, 2023
- September 29, 2023
View more here>>>
Beginner Form Building Schedule:
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September 5, 2023: Printing Submissions
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Description: We will discuss the exporting options for submissions and how to update the way printed exports will be displayed. We will wrap up with a live Q&A session.
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September 12, 2023: Formatting Paragraph Information
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Description: We will show how to format information in paragraphs to improve how text based information is displayed on the forms. We will wrap up with a live Q&A session.
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September 19, 2023: Creating a Questionnaire
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Description: We will go through how to create a questionnaire using the different form building elements in the builder. We will wrap up with a live Q&A session.
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September 26, 2023: Creating Informational Forms
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Description: We will show how to create a form that is solely information for the patient to be provided that does not need to be returned to you and how to deal with the submissions of these forms. We will wrap up with a live Q&A session.
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View more here>>>
Advanced Form Building Schedule:
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September 7, 2023: Using Autofill to Create Notes
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Description: We will go through how to use the autofill function to display information for your staff based off of patient selections in the form. We will wrap up with a live Q&A session.
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September 14, 2023: Calculating Calculations
- Description: We will demonstrate how use the Calculation tool to automatically calculate the output of other calculation tools to provide an overall total score based on patient selections. We will wrap up with a live Q&A session.
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September 21, 2023: Combining/Splitting Packets
- Description: We will show how to combine or split them up into multiple packets on the Packets + Forms Page. We will wrap up with a live Q&A session.
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September 28, 2023: Using Prefilled Forms
- Description: We will discuss how to set up your forms to include specific information when sending to patients or to be able to prefill or select certain questions before sending. We will wrap up with a live Q&A session.
View more here>>>