Mandating Fields in custom forms in the Patient Portal
Mandating Fields in Custom Forms
When creating custom forms using the Form Builder via the Premium Patient Portal, Portal Admins now have the ability to mandate whether or not a field is required to be completed by the client/patient before submission. Once published or sent to the client, any mandated field in a custom form will be denoted with a red * asterisk.
From within the work areas of the custom form an additional column header, "Required" will now be visible, and each field will have a toggle in which a Portal Administrator can designate it a mandated field.
When the requirement field is set it will appear green. When it is disabled, it will appear grey.
When completing the form the patient will be know a field is required by the presence of the red * asterisk.
If the form is submitted while the mandated field(s) is blank, the patient will be unable to click "Complete" and submit the form to their provider. Instead they will see the following tool tip when they try to press the button: All required fields must be entered to submit
For questions or technical assistance, please reach out to ICANotes Support any hour of the day via phone (443) 569-8778 or chat at http://ehr.icanotes.com. Want to learn more about the Patient Portal? Check out our Knowledge Base or schedule a consult with a product specialist today!
Related Articles
Custom Fields in Demographics
Index Sections Frequently Asked Questions Q: What happens if I change the label of a Custom Field? A new Custom Fields option has been added to patient Demographics. This option allows for the creation of five custom fields that can be labeled ...Completing Custom Forms
Completing a Custom Form A new Custom Form may be started by clicking on from a patient's Chart Face. Next you'll see the Form Selector, itemized by General/Custom Forms, Adult Assessments, and Child Assessments. When you find the form you want to ...Adding Portal-Enabled Patient Signature Forms
Adding Portal-Enabled Patient Signature Forms Portal-enabled patient signature is part of the premium patient portal service provided by ICANotes. For more information about the premium patient portal service, please contact Sales. The Premium Patent ...How to Upload Portal Forms
ICANotes provides some forms that can be uploaded to the upload site for your patients to fill out. For information about all features including printable PDF instructions for your office and your patients, please see our Premium Patient Portal ...Uploading Telehealth Forms to the Portal
This Knowledge Base article will guide ICANotes customers through the workflow of uploading telehealth forms to the Upload Site to make them visible to patients via the Premium Patient Portal. For more details on adding portal-enabled patient ...