Controls are what make up the body of a form. Any feature that you want to see in a form will be added by using a control.  How to add each type of control is described below.

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Add a New Control

To add a new control right-click on [Section] > select Add Control > select the Control Type.
 

Text

Create a free Text field where user can type in answer.

• Enter a Text Label. This is a required field.
• When the box for Required Field is checked, this text field will be required in the form.
• In the Select Size drop-down menu, choose one. This is a required field.
  • Select Small to create a small text box.
  • Select Medium to create a medium-sized text box.
  • Select Takes up whole line to create a text box that spans the entire width of the form.
  • Select Multi-line to create a text box with multiple lines available.
• Click OK and the control will appear under the associated section.
  • Note that the checkmark next to the control indicates it is a Required Field.
     

• Click Save Form Design.
• Click Preview to see what the published form will look like.
  

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Yes/No

Create Yes/No Radio buttons and associate any controls that would be enabled and/or required based on the selection.

• Enter a Yes/No Label. This is a required field.
• When the box for Required Field is checked, the Yes/No radio buttons will be required in the form.
• When the box for Yes/No First is checked, the radio buttons will appear in front of the label.
   
   
• Click the Act on another control toggle to open up settings to enable or require controls after  Yes or No is selected in the form.
• Choose the When YES / NO radio button that will impact another control.
• In the is selected, the control drop-down menu, select the control that will be enabled and/or required.
• Select will be Enabled and/or: Required if the impacted control will be enabled and/or required.
• Click Add To List button after the above fields are filled out to apply the impact on the control.
• The created action will now appear in the chart below.
    
   
• Click OK and the control will appear under the associated section.
• For display purposes, it is recommended that you move the Yes/No label above the controls it will impact This can be done by dragging the Yes/No control above the Text control.
   
   
  • You will also see the number of controls that are enabled and /or required by the Yes/No radio button control.
• Click Save Form Design.
• Click Preview to see what the published form will look like.
   

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Checkbox (N/A)

Create Checkboxes and associate any controls that would be enabled and/or required based on whether it is checked or not.

• Enter the Checkbox Label. This is a required field.
   
   
• Click the Act on another control toggle to open up settings to enable or require controls after the checkbox is selected in the form.
• Choose the When CHECKED / UNCHECKED radio button that will impact another control.
• In the is selected, the control drop-down menu, select the control that will be enabled and/or required.
• Select will be Enabled and/or: Required if the impacted control will be enabled and/or required.
• Click Add To List button after the above fields are filled out to apply the impact on the control.
• The created action will now appear in the chart below.
• Click OK and the control will appear under the associated section.
• For display purposes, it is recommended that you move the Checkbox label above the controls it will impact This can be done by dragging the Checkbox control above the Text control.
   
   
  • You will also see the number of controls that are enabled and /or required by the Yes/No radio button control.
• Click Save Form Design.
• Click Preview to see what the published form will look like.
   

Date

Add a Date field.

• Enter a Date Label. This is a required field.
• When the box for Required Field is checked, the date field will be required in the form.
• Click the Date Tags toggle to open up DataTags available for this control type, chosen from the drop-down menu.
• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like.  
   

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Time

Add a Time field.

• Enter a Time Label. This is a required field.
• When the box for Required Field is checked, the time field will be required in the form.
• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like.   
    

Drop-Down

Create a Drop-Down Menu that pulls from a created look-up table.

• Select Fill from lookup tables to fill the drop-down menu from a lookup table.
• Select Fill from other places to fill the drop-down menu from Chart Users, Users, Programs, or Other Orgs.
• Enter a Drop-down label. This is a required field.
• In the Look-up Table Search field, press enter and select the look-up table to pull from.

  NOTE: You can either pull from a previously created look-up table or create a new lookup table to pull from. Refer to the Lookup Manager - Create a New Lookup Table for details on how to create a look-up table.

• When the box for Required Field is checked, the time field will be required in the form.
• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like.  
   

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Display Only

Create Display Text on the form for informational descriptions, instructions, etc. .

• Enter the Display Text.  This is a required field.
• Check the box for Bold Text if you want to bold the text.
• Check the box for Center Text if you want to align the text in the center of the row.
• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like. 
   

Number

Create a Number field.

• Enter the Number Label. This is a required field.
• Check the box for Decimal Number to be able to enter a decimal number.
• When the box for Required Field is checked, the time field will be required in the form.
• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like. 
   

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Phone Number

Create a Phone Number field.

• Enter a Phone Number Label. This is a required field.
• When the box for Required Field is checked, the time field will be required in the form.
• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like.    
   

Choose Multiple

Create a group of choices with the ability to make Multiple Selections with checkboxes.

• Enter the Multiple Choice Label for the entire choice list. This is a required field.
• When the box for Required Field is checked, the time field will be required in the form.
• Enter the New Choice Label for the individual choice.
• When the box for Include Text Field is checked, the choice includes a text field.
• Select Add Choice Item to add the individual choice item to the group of choices listed at the bottom.
• The Current Choice Items (Drag to re-order) box displays the list of choices you've added.
  • You can drag each choice to create the order you want them to display in the group.
     
     
• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like.
   

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Choose One

Create a group of choices but you can only select one with a radio button.

• Enter the Choose One Label.  This is a required field.
• When the box for Required Field is checked, the time field will be required in the form.
• Enter the New Choice Label for the individual choice.
• When the box for Include Text Field is checked, the choice includes a text field.
• Select Add Choice Item to add the individual choice item to the group of choices listed at the bottom.
• The Current Choice Items (Drag to re-order) box displays the list of choices you've added.
  • You can drag each choice to create the order you want them to display in the group.
     
     
• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like.
   

Grid

Add a Grid to your form.

• Enter the Grid Label. This is a required field.
• When the box for Required Field is checked, the grid will be required in the form.
• Select Column Type from the drop-down menu.
  • Select Text to add a column that is a text field.
    • Enter a Column Name for the column.
    • When the box for Required Field is checked, the grid will be required in the form.
    • Select Select Size for the size of the text field.
      • Select Regular for a regular-sized text field.
      • Select Large for a large text field.
    • Select Add Grid Column to add the individual column type to the grid.
  • Select Number to add a column that is a number field.
    • Enter a Column Name for the column. This is a required field.
    • When the box for Decimal Number is checked, you can enter a decimal number.
    • When the box for Required Field is checked, the grid will be required in the form.
    • Select Add Grid Column to add the individual column type to the grid.
  • Select Drop-down to add a column that is a drop-down list.
    • Select Fill from lookup tables to fill the drop-down from a lookup table.
    • Select Fill from other places to fill drop-down from Chart Users, Users, Programs, or Other Organizations.
    • Enter a Column Name for the column. This is a required field.
    • In the Look-up Table Search field, press enter and select the look-up table to pull from. This is a required field.

      NOTE: You can either pull from a previously created look-up table or create a new lookup table to pull from. Refer to the Lookup Manager - Create a New Lookup Table for details on how to create a look-up table.

  • When the box for Required Field is checked, the drop-down column will be required in the form.
  • Select Add Grid Column to add the individual column type to the grid.
• Select Checkbox to add a column that is a checkbox.
  • Enter a Checkbox Label for the column. This is a required field.
  • Select Add Grid Column to add the individual column type to the grid.
• The Current Grid Columns (Drag to re-order) box displays the list of columns you've added.
  • You can drag all the columns to create the order you want them to display in the group.
     
     
• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like.
   

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Signature

Create a Signature field.

• Enter a Signature Label. This is a required field.
• Select a Signatory.
  • Check the box for Patient Signature if it is a patient signature.
  • Check the box for Other Signature if it is not a patient or user signature.
  • Check the box for User Signature if it is a user signature.
    • Select the Signature Type from the drop-down menu.
• In the General Options section:
  • Check the box for Able to sign after locking form to be able to sign the form after it is locked.
  • Check the box for Show Route To to have the Route To option will appear.
  • When the box for Required Field is checked, the signature will be required in the form.
• NA Checkbox Options:
  • Check the box for Show NA Checkbox to have the NA Checkbox appear.
  • Check the box for NA Checked By Default to have the NA Checkbox checked by default.
  • Check the box for Show NA Reason to have the NA Reason appear.
  • When the box for Required Field is checked, the NA Reason will be required in the form.
• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like.
   

Diagnosis

Add a Diagnosis table.

• Enter Diagnosis Label. This is a required field.
• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like.
   

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Medications

Add a Medications table.

• Enter a Medication Label. This is a required field.
• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like.
   

Allergies

Add an Allergies table

• Enter an Allergy Label. This is a required field.
• When the box for Required Field is checked, the Allergy field will be required in the form.
• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like.
   

Goals/Objectives

Add drop-down menus to pull in Goals and Objectives from a Treatment Plan.

• Enter a Goal Label. This is a required field.
• Enter the Number Of Objectives (0-10) available to be selected.
• When the box for Required Field is checked, the Goal will be required in the form. The Objective will not be required.
• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like.
   

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Prioritized Needs

Add a Prioritized Needs table.

• Click OK and the control will appear under the associated section.
• Click Save Form Design.
• Click Preview to see what the published form will look like.
   

Calculation

Add a Calculation control.

• Enter Calculation Label. This is a required field.
• Select Operator Type from the drop-down menu.
  • To add a Max Operation Type:
    • Enter an Operation Name.
    • Select operation or control, or insert a number value.
    • Click Add. 
    • Repeat for each operation/control/number.
  • To add a Min Operation Type:
    • Enter an Operation Name.
    • Select operation or control, or insert a number value.
    • Click Add. 
    • Repeat for each operation/control/number.
  • To add a Sum Operation Type:
    • Enter an Operation Name.
    • Select operation or control, or insert a number value.
    • Click Add. 
    • Repeat for each operation/control/number.
  • To add a Subtract Operation Type:
    • Enter an Operation Name.
    • Select operation or control, or insert a number value.
      • For Left-Hand Side, select an operation or control or enter a number value.
      • For Right-Hand Side, select an operation or control or enter a number value.
  • To add a Multiply Operation Type:
    • Enter an Operation Name.
    • Select operation or control, or insert a number value.
    • Click Add. 
    • Repeat for each operation/control/number.
  • To add a Divide Operation Type:
    • Enter an Operation Name.
    • Select operation or control, or insert a number value.
      • For Left-Hand Side, select an operation or control or enter a number value.
      • For Right-Hand Side, select an operation or control or enter a number value.
  • To add an Equals Operation Type:
    • Enter an Operation Name.
    • Select operation or control, or insert a number value.
      • For Left-Hand Side, select an operation or control or enter a number value.
      • For Right-Hand Side, select an operation or control or enter a number value.
    • Enter a True Value if the left-hand side equals the right-hand side.
    • Enter a False Value if the left-hand side does not equal the right-hand side.
  • To add a Greater Than Operation Type:
    • Enter an Operation Name.
    • Select operation or control, or insert a number value.
      • For Left-Hand Side, select an operation or control or enter a number value.
      • For Right-Hand Side, select an operation or control or enter a number value.
    • Enter a True Value if the left-hand side equals the right-hand side.
    • Enter a False Value if the left-hand side does not equal the right-hand side.
  • To add a Less Than Operation Type:
    • Enter an Operation Name.
    • Select operation or control, or insert a number value.
      • For Left-Hand Side, select an operation or control or enter a number value.
      • For Right-Hand Side, select an operation or control or enter a number value.
    • Enter a True Value if the left-hand side equals the right-hand side.
    • Enter a False Value if the left-hand side does not equal the right-hand side.
  • To add a Greater Than Or Equal To Operation Type:
    • Enter an Operation Name.
    • Select operation or control, or insert a number value.
      • For Left-Hand Side, select an operation or control or enter a number value.
      • For Right-Hand Side, select an operation or control or enter a number value.
    • Enter a True Value if the left-hand side equals the right-hand side.
    • Enter a False Value if the left-hand side does not equal the right-hand side.
  • To add a Less Than Or Equal To Operation Type:
    • Enter an Operation Name.
    • Select operation or control, or insert a number value.
      • For Left-Hand Side, select an operation or control or enter a number value.
      • For Right-Hand Side, select an operation or control or enter a number value.
    • Enter a True Value if the left-hand side equals the right-hand side.
    • Enter a False Value if the left-hand side does not equal the right-hand side.
  • To add a Not Equal Operation Type:
    • Enter an Operation Name.
    • Select operation or control, or insert a number value.
      • For Left-Hand Side, select an operation or control or enter a number value.
      • For Right-Hand Side, select an operation or control or enter a number value.
    • Enter a True Value if the left-hand side equals the right-hand side.
    • Enter a False Value if the left-hand side does not equal the right-hand side.
  • Click Add Operator to add the operation.
    • The operation will now populate in the Current Operators tables.
      
       
  • Enter the max Number of decimal places 0-4 the calculation can have.
  • Click OK and the control will appear under the associated section.
  • Click Save Form Design.
  • Click Preview to see what the published form will look like.     
     

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