Principle's Custom Forms feature is designed to transform how dental practices collect and manage patient information. This powerful addition to our platform enables your practice to create personalized digital forms and seamlessly distribute them to patients for completion before their visits.
Edit the Medical History Form
Settings (Brand) > Custom Forms
Your workspace will already have Principle's default Medical History Form ready to edit under the System Forms sub heading on this page. This can be edited to reflect your practices needs by opening it here and clicking 'Edit'.
Any of the default sections, checkboxes, dropdown options, and text areas can be modified by clicking on them to select them and then editing or deleting them in the Editing area on the right hand side of the page.
Once editing is complete, the Medical History form can be saved as a draft or saved and set live to be used in automations or sent manually to your patients to be completed.
The default Medical History Form can be copied using the 'Make a Copy' button. This feature is useful if slightly different versions of the form are needed. Make changes to the copy and save as a draft or set live to make that new form available.
Creating Custom Forms
Settings (Brand) > Custom Forms
Click 'Create' and enter the name of your new form to begin creating a Custom Form.
Design your new form in the Layout Tab.
The Preview Tab allows you to see how your form will look in its current configuration while editing.
Create a Name for your Custom Form.
Add a Description to your Custom Form which will be visible to Patients when they are issued the form.
Choose whether this form will Prefill details from previous submissions when issued to patients.
Choose whether or not the from will require Confirmation by a staff member after submission by patients.
Design the Content of the Custom Form here.
Adding Elements to Your Custom Form
Each of the following Elements can be dragged into the content area of your Custom Form.
Section: A section must be added to the form before other elements can be added within. Sections can have up to 3 columns and a title can be added to each section for display on the form.
Content: Add content to your form including text, images, links, and more.
Text: A small text box intended for short responses from the patient completing the form.
Text Area: A larger text box intended for questions that may require longer responses.
Number: An element that restricts the input to numerical responses.
Checkbox: A simple checkbox that can be ticked by the respondent.
Date: A date field that which will allow the respondent to select or enter a date.
Dropdown: The dropdown element allows you to create a series of options that the respondent can select from.
Signature: A signature box that allows the respondent to draw their signature on the completed form.
Drag any elements from the editor back to this area to delete them while editing.
Any of the elements added can be marked as Required to ensure they are filled out when completing the form:
Issuing Custom Forms to Patients
Once created, custom forms can be issued to patients in a number of ways. Any forms issued to a patient will be accessible to them via the Patient Forms Link.
A patient viewing this link will be directed to fill out any issued forms, once submitted they will disappear from the list. Send this link to a patient after issuing a form you want them to fill out, or as a part of an automation.
Issuing Custom Forms From the Patient Profile
Head to the Forms Tab of a patients profile. From here, select Issue Form to add any Custom Forms to the list of required forms to be filled out by the patient. These issued forms will now appear in that patients Online Portal page accessed via the Patient Forms Link.
Issue Custom Forms via Automation
Automations can be created to automatically issue Custom Forms to Patients. These can be configured to send to every appointment or based on specific treatments within the appointment.
Settings > Automation Configurations
To add a Custom Form automation to every appointment, head to Settings > Automation Configurations and select Add Form:
These Custom Form Automations work the same way as Notification or Task Automations with similar settings that allow you to customise how and when they get triggered:
Create a Name for the Automation.
Choose which Practice this automation applies to (Multi-Practice workspaces).
Toggle between triggering this Automation based on a schedule or immediately. If immediately is selected, this Automation will trigger at the time of booking.
If triggered based on a schedule, select the timing here.
Select which days of the week this automation triggers (weekends can be deselected if needed) and the time of day if necessary.
The Automation can be configured to only trigger based on certain Conditions. For example:
The condition: 'Patient has Submitted Form' can be used to first check if the patient has submitted a form within a certain timeframe:
Or
'Appointment Includes Treatment' will first check if the appointment includes a specific treatment before issuing the Custom Form:
Select which Custom Form to issue.
Patient Notification
Patients can be directed to complete issues custom forms in a number of ways:
Appointment Confirmation Link
When patients click on their appointment confirmation link sent to them via Email or SMS, they will see a section labeled 'Forms to Complete' with direct links to any issued forms:
Patient Forms Link
Each patient has a unique link to access their assigned forms through the patient portal. This link can be found within the 'Forms' tab of the Patient profile and can be sent to patients either manually or via an automation.
The {{ patientFormsLink }} variable can be included in the text of any automated SMS's or emails sent to patients in order to provide them with a link to any forms they are required to complete.