FormLab: Create a New Form

Click Start New Form to begin the creation of a new form.

1. Enter a Form Name. This is a required field.
2. Enter a Form Description.
3. Special Form Types options:

   NOTE: Selecting one of these options CANNOT BE UNDONE.

   • Check the box for Make Form Billable to make this form a billable progress note. This option is used for Billable Progress Notes, Contact Notes, Suberbill Notes, etc. This option will pre-load several required controls and will also allow you to add several billing controls otherwise unavailable.
   • Check the box for Make Treatment Plan to make this form a Treatment Plan. This option is used for creating Treatment Plans that will pull from Assessments. This option will pre-load several required controls.
   • Check the box for Make Form Portal Form to make this form, once added to a chart, viewable in the Form Portal. This option will limit the available controls.
4. In the After publishing, this form should section:
   • Check the box for Always open a new version if, when you click New, you want to always create a new version of this form even if there is a version of the form that has not been signed and locked.
   • Check the box for Not prefill from a previous version if, when you click New, the new version of a form will NOT prefill data from an older version. The new version will open completely blank.
   • If neither box is checked, when you click New, the new version will be created if the most recent version is signed and locked.  If the most recent version is NOT signed and locked then when you click New, this most recent version will open.
5. Enter the Tab Label for the 1st tab. This is a required field.
6. Enter the Section Label of the 1st section of the 1st tab. This is a required field.
   • Check the box to display borders or a label, if desired.
7. Select Ok and the initial design of your form will appear in the FormLabTM Designer window.
   
   

   NOTE: These 3 elements must be created every time you want to start a new form and before you can edit that new form.

8. Now you can add new tabs, sections, and controls to further design your custom form.
9. At any time while creating a form, you can click Save Form Design to save your work.
10. Click Preview to see what the published form will look like.
    • If you exceed the normal size of the form, a scroll bar will appear on the right-hand side of the form.
    • It is recommended that you use multiple tabs to prevent the details of the form from exceeding this window.
      
      
       

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