Building Forms
You build every SmartForms V2 form from the Create New button on the Smart Forms page. It opens the Create a new form window, which offers four ways to start: Start from scratch, Convert a PDF into a Smart Form, Convert a Smart Forms v1 form and Build a form with AI. Whichever way you start, the form ends up in the same editor, where you can change anything before you send it.
A form locks the first time it is sent to a patient, so that every patient’s answers match the questions they were asked. To change a locked form, you make a copy and edit the copy.
The Pages in This Section
| Page | What it explains |
|---|---|
| The Form Editor | The editor’s toolbar, toolbox, property panel and preview. |
| Creating A Smart Form | Building a form from scratch, from naming it to saving it. |
| Creating A Form From A PDF | Uploading a PDF of a paper form and checking the form OutSmart builds from it. |
| Building A Form With AI | Describing the form you need and reviewing the draft OutSmart writes. |
| Converting A SmartForms V1 Form | Making a SmartForms V2 copy of a SmartForms V1 form. |
| Editing A Smart Form | Changing a form, what locking means, copying a locked form, and archiving. |
| Question Types Reference | Every question type in the toolbox and how to set it up. |
| Asking Patients For Their Details In A Smart Form | The Patient details section and how staff review what patients enter. |
Related Pages
- Getting Started: the Quick Start Guide and the Smart Forms page.
- Sending Forms: the ways a finished form reaches a patient.