Form Builder
This is a Premium Patient Portal feature. For information about all features including printable PDF instructions for your office and your patients, please see our Premium Patient Portal Knowledge Base Article.
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Creating a Form
1. As a Portal Admin, log into the Patient Portal at https://patientonlineportal.com.
2. Click the link.
3. Select the button.
4. (Steps 4 through 7 are optional - only required if you want to use a Header.) Click in the top right to set the Header. The Header is an excellent place to put your logo.
5. (Skip if not creating a Header.) Drag an image into the box (or tap the blue bar to upload). Supported file extensions for images are .jpg, .jpeg and .png only.
6. (Skip if not creating a Header.) You can adjust Alignment and Placement. Shown above, the header will be aligned in the right and the header will show only on the first page.
7. (Skip if not creating a Header.) Once the Header is set up, click the button.
8. Click the button. This window will populate.
9. Type in a Form Name.
10. Include Header turn on/off using the slider. (Header created in steps 4 through 7 above)
11. Choose which Folder you want the form in. This is where the form will be found in the Upload Site and ICANotes.
12. In the Parts section, click the button. This is where you create the content of the form.
13. Choose the first section of the form from the dropdown menu.
14. Click button to continue creating the form.
- Text only selection:
- Textbox selection:
- Radio buttons selection: After typing in the question, click the
button to fill out answers.
- Checkboxes selection: After typing in the question, click the
button to fill out answers.<img src="https://app.teamsupport.com/dc/622114/attachments/14a74b17-cd31-47be-ab4a-d
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