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
DOCUMENTS / FAX
SOAP / MEDICAL CHART
In This Article:
To open SmartForms2.0 click the menu icon on the top left of your screen. From the dropdown menu, click the “SmartForms” option to get a second dropdown menu then select “SmartForms 2.0.
Upon accessing the Smartforms2.0 application you will be presented with the following interface:
This section provides an overview of the features available in SmartForms 2.0.
The Create new form feature allows you to create a fresh form template.
2. You will be navigated to the following page where you can create and save a Form Template.
You can enter the title of your Form Template along with an optional description. On the left side, you’ll see the toolbox area where you can select questions from.
3. Click the Save Form button at the top of the form creator to save your newly created Form.
3a. You’ll see a toast notification confirming the creation of your new Form
3b. You’ll then be redirected to your home screen with an updated list of Forms
The Edit feature allows you to make updates to an existing form.
3. You’ll be navigated to the following screen similar to when creating a new Form. Note that the Form creator is populated with the contents of the template being edited.
You can make changes as necessary. Click the Save Form button to save changes in the background while continuing to edit.
A breakdown of the form builder can be found in the Using The Form Creator section.
The Form preview feature allows you preview an existing form in read-only-mode.
The Form duplication feature allows you to create a new Form Template using a copy of an existing form. to which you can make adjustments.
3. You’ll see a notification confirming the duplication of the form
4. You’ll be navigated to the following screen similar to when creating or editing an existing form. Note that the Form creator will be populated with the contents of the template you’ve duplicated. Here you can make edits to the newly created form.
Click the Save Form button to save changes to the Form.A breakdown of the form builder can be found in the Using The Form Creator section.
You can delete any form template of choice.
3. You’ll be presented with the following pop-up requesting you to confirm deleting the Form.
4. Click the OK button to confirm
5. You’ll see a notification confirming the deletion of the form.
Form templates are created and edited using the form creator. This section provides an overview of how to use the form creator and its available features.
The form creator currently has the following tabs:
This is where you unleash your creativity to create/edit stylish form templates. On this page, you are able to add questions, form title, form description, and add additional pages.
You’ll notice different sections and buttons when you’re on the designer page. Each of which is described below.
This is where you enter a title for the form template. All form templates required to have a title.
This is where you enter a title for the form template. Descriptions are optional.
You’re also able to give a title and description to a page in the form. This is useful when creating multi-page forms.
Undo your last action.
Redo your last action.
Click to add a new page to the form.
The toolbox section ( found on the left ) has a list of the different types of questions that can be used when creating a form.
To add a question to the form you’re working on, you can simply double click on the question or drag and drop it from the toolbox.
We have the ability to create a custom question that would be available along with the default ones (Single Input etc.). These custom questions would be developed by developers on the team.
Click on this tab to preview the form you’re currently working on. This tab will give you the following interface:
Here you will be able to preview what the form will look like for practitioners and patients. You’re also able to see a preview for different devices and screen sizes by choosing from one of the available options in the Choose device dropdown found on the top left of the preview screen