Creating Telehealth Forms via the Portal Form Builder
This Knowledge Base article will guide ICANotes customers through the workflow of creating telehealth forms using the Form Builder in the Premium Patient Portal. For more detailed instructions on the Portal Form Builder, see this KB article.
As a Patient Portal Administrator, go to the Premium Patient Portal (https://patientonlineportal.com/admin/) and Sign In with your ICANotes credentials.
From the left-hand menu, click to navigate to the Forms Builder.
At the bottom of the page, click to Create Form.
Enter a Form Name, check whether you want to Include Header (if uploaded in previous screen), and set a Folder where the form will appear. Then click Add Part to start building the components of your form.
You have a number of options for your form, including text fields, buttons and checkboxes, dropdown lists, signature and more.
If the majority of your form is text, you may want to consider choosing the Text Only option so that you have a larger space to work with.
Use available options in the formatting toolbar above the text field to add design elements, such as bold, italics, and more. Your text will update to show your stylistic choices. Note: There's no save button for each individual part. Once your text is entered, you can click the < arrow at the top left to collapse the section or the x at the top right to cancel adding the part.
To add more parts, click Add Part.
Continue adding parts as needed to build the form to your satisfaction.
Use the duplicate button (highlighted by the green arrow below) to copy a section. This will copy the entirety of the section and allow you to make changes. This is an ideal method for anyone wishing to use the same styling options on multiple text boxes, for example.
It's a great idea to Save often. Saving will neither navigate you away from the form builder, nor publish the form. You can also Preview what your finished form will look like as you work on it.
In Preview mode, you'll see the form exactly as your patients will.
Click the X at the top right of the preview to close it.
When satisfied with your form, click to Publish.
You'll see a brief notification in the bottom corner of the screen alerting you when the form is published.
Click Back to return to your forms. Now that the form is created, you have additional options to control how your patients will see it.
Click to return to your newly created form.
Click into the Rules tab, then make a selection from the Availability tab.
You can set to Send Manually, Always Available, or Available Once.
When done, click to Save your changes.
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