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. April 1, 2024
2. April 3, 2024
3. April 5, 2024
4. April 8, 2024
5. April 10, 2024
6. April 12, 2024
7. April 15, 2024
8. April 17, 2024
9. April 19, 2024
10. April 22, 2024
11. April 24, 2024
12. April 26, 2024
13. April 29, 2024

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Beginner Form Building Schedule:

1. April 2, 2024: Adding New Forms

   • Description: Adding New Forms. We will walk you through all the different ways to setup a packet and add new forms. 

2. April 9, 2024: Adding New Form: Creating Demographics

   • Description: Creating Demographics. Here we will walk you through the basic setup of creating a demographic questionnaire. We will wrap up with a live Q&A session.

3. April 16, 2024: Adding New Form: Using the Group Tool

   • Description: Using the Group Tool. How to group items and move them to different areas within your packet. This will also consist of group preset reviews. We will wrap up with a live Q&A session.

4. April 23, 2024: Creating Questions (Medical History)

   • Description: Creating Questions. Here we will walk you through the steps of setting up a medical history questionnaire. We will wrap up with a live Q&A session.

5. April 30, 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.

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Advanced Form Building Schedule:

1. April 4,2023: Editing an existing packet/form

   • Description: Learn how to edit your existing packet. This will consist of editing required fields, questions and paragraph text. We will wrap up with a live Q&A session.

2. April 11, 2023: Autofill/ Autofill Paragraph

   • Description: Autofill questions and paragraph text. Here will will learn about the Patient Name Widget, autofilling questions and autofilling text within a paragraph. We will wrap up with a live Q&A session.

3. April 18, 2023: Adding Conditional Questions – Insurance and Photo Widget

   • Description: Adding conditional questions. In this webinar we will show how to setup a conditional question for collecting insurance information, including photos. We will wrap up with a live Q&A session.

4. April 25, 2023: Rating Scale and Calculations

   • Description: Rating Scale with Calculations. In this webinar we will build a rating scale questionnaire that will auto calculate the total results. We will wrap up with a live Q&A session.