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. January 3, 2024
2. January 5, 2024
3. January 8, 2024
4. January 10, 2024
5. January 12, 2024
6. January 15, 2024
7. January 17, 2024
8. January 19, 2024
9. January 22, 2024
10. January 24, 2024
11. January 26, 2024
12. January 29, 2024
13. January 31, 2024

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Beginner Form Building Schedule:

1. January 2, 2024 - 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. January 9, 2024 - 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.
3. January 16, 2024 - 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.
4. January 23, 2024 – 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.
5. January 30, 2024 – 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.

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Advanced Form Building Schedule:

1. January 4, 2024 - 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.
2. January 11, 2024 - 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.
3. January 18, 2024 - 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. January 25, 2024 - 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.

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