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. December 1, 2023
2. December 4, 2023
3. December 6, 2023
4. December 8, 2023
5. December 11, 2023
6. December 13, 2023
7. December 15, 2023
8. December 18, 2023
9. December 20, 2023
10. December 22, 2023
11. December 27, 2023
12. December 29, 2023

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Beginner Form Building Schedule:

1. December 5, 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.
2. December 12, 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.
3. December 19, 2023 - Autofill into Paragraph Widget
   
   • Description: In this webinar we will show how to use the autofill function to produce information in paragraphs based on selections made by the patient. We will wrap up with a live Q&A session
4. December 26, 2023 – Building a Document Template
   • Description: In this webinar we will show how to set up a document template complete with multiple signers/recipients and we will demonstrate how to create a document template and how to send it as well. We will wrap up with a live Q&A session

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Advanced Form Building Schedule:

1. December 7, 2023 - Changing Section Styles
   
   • Description: We will show the most efficient ways to change a section's style depending on the way you would like the information to be displayed. We will wrap up with a live Q&A session.
2. December 14, 2023 - Conditional Patient Demographics
   
   • Description: We will demonstrate how to use conditional formatting to present demographic information to the patient based on a selection they have made. We will wrap up with a live Q&A session.
3. December 21, 2023 - Conditional Medical History
   
   • Description: We will demonstrate how to use conditional formatting to present medical history information to the patient based on a selection they have made. We will wrap up with a live Q&A session.
4. December 28, 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.

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