OutSmart EMR Knowledgebase

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How To Manage SmartForms 2.0

Locating SmartForms 2.0

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.

Home page

Upon accessing the Smartforms2.0 application you will be presented with the following interface:

Desktop View

Mobile View

Features

This section provides an overview of the features available in SmartForms 2.0.

Create New Form

The Create new form feature allows you to create a fresh form template.

How to Create a New Form

  1. From the home screen click the ‘New Form’ button located at the top left (desktop) OR top right(mobile).
Desktop View
Mobile View

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.

A breakdown of the form builder can be found in the Using The Form Creator section.

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

Edit Form

The Edit feature allows you to make updates to an existing form.

How to Edit a Form

  1. Locate the form you’d like to Edit
  2. Click the Edit Icon:
Desktop – The edit icon is located under the actions column
Mobile- Click the 3 dots to the right of the Form name to get a pop-out menu to chose from. From that menu, select Edit.

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.

Preview Form

The Form preview feature allows you preview an existing form in read-only-mode.

How to Preview a Form

  1. Locate the Form you’d like to preview.
  2. Click the Preview Icon.

Duplicate Form

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.

How to Duplicate a Form

  1. Locate the Form you’d like to Duplicate
  2. Click the Duplicate option:
Desktop – The duplicate option/icon is located under the actions column
Mobile – Click the 3 dots to the right of the Form name to get a pop-out menu to chose from. From that menu, select Duplicate.

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.

Delete Form

You can delete any form template of choice.

How to Delete a Form

  1. Locate the Form you’d like to Duplicate
  2. Click the Duplicate option:
Desktop – The delete option/icon is located under the actions column
Mobile – Click the 3 dots to the right of the Form name to get a pop-out menu to chose from. From that menu, select Delete.

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.

Using The Form Creator

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.

Tabs/Sections

The form creator currently has the following tabs:

Form Designer

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.

Design Area

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.

Saves Form.

Click to add a new page to the form.

Toolbox/Questions

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.

Preview Form

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