BEFORE YOU START
BUILD YOUR TEAM
GET READY FOR LAUNCH
ADVANCED SCHEDULING WORKFLOWS
EXPLORE SMARTFORM QUESTIONNAIRES
EXPLORE REPORTING TOOLS
EXPLORE INVENTORY MANAGEMENT
RAPID CHARTING WORKFLOWS
ADVANCED DISPENSARY WORKFLOWS
TASK LIST MANAGEMENT
CUSTOMIZE YOUR OUTSMART EXPERIENCE
SOAP / MEDICAL CHART
In This Article:
When creating a new SmartForm Questionnaire, you can start with a completely blank template and add Sections as needed, or you can start with one of our pre-created Questionnaire Templates.
SmartForm Configuration Options
If you have followed along so far, you will have a SmartForm Questionnaire with a number of sections and questions that were pre-loaded because you chose one of the provided Questionnaire Templates. If instead you chose to use the Blank Template, then you will need to add in your sections manually.
Either way, the procedure for adding additional sections is the same. In the Top Toolbar, there is a drop-down list called Select A Section. In this list are all the possible SmartForm Sections that have not yet been added to your Questionnaire. When you click on the list and then select a section, this section will be added to the end of your Questionnaire.
Select a section from the Sections drop down list to add that section to your chart. Each section comes pre-loaded with dozens of questions.
Once you are satisfied with the Sections that are loaded into Questionnaire, you can then start customizing the questions that are loaded into each section. Your customization involves choosing which questions to show and which ones to hide. Hidden questions will not show up in a patient’s Questionnaire. Look for the checkboxes marked show located to the left of every question and event section. If you want to simply remove an entire section, click on the red icon at the top right of each section.
Hide questions that you do not want to ask your patients on your form.
A Consent Section is essentially just another section of your Questionnaire, and is added in the same way as any other Section. The SmartForms system has one Consent Section called a Consent Form With Signature, and then several other Consent Sections which do not have a signature box. The purpose of each consent section is to provide the patient with the option to mark that they have agreed to that specific consent text. Typically, you will save the Consent Form With Signature Section to be added as the last section in your form, so that the patient only needs to sign once to acknowledge the entire form.
Consent with signature section
If you want to change the order of SmartForm sections, look for the Section Order field in the grey Section Configuration Bar to the left of every section. This field shows the order in which the sections will be displayed. To change the order of the sections in your Questionnaire, simply change the numbers in the Section Order field of every section in your Questionnaire to match the new order you want to have. Then save the questionnaire and reload the page.
You can change the order of the sections in your SmartForm by changing the order number in the section configuration.