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OutSmart Guide

Creating A Smart Form

To build a new Smart Form V2, open the Smart Forms menu, choose SmartForms 2.0, and click Create New. The form editor opens with a blank form. From there you drag question types from the left toolbox into the form, customize each one, and save.

Open the editor

  1. From the main menu, choose Smart Forms > SmartForms 2.0.
  2. Click the green Create New button in the top toolbar.
  3. The form editor opens with a blank form, an empty design surface in the middle, and a toolbox on the left.

Name your form

The form’s name is what you and your colleagues see in the Smart Forms list and what appears in the email subject line when you send the form to a patient. The patient also sees the form name at the top of the page when they fill it out.

  1. Click the Form Title placeholder text at the top of the form.
  2. Type the name you want for the form (for example, New Patient Intake).
  3. Click Form Description below the title to add an optional short description. This appears under the form title on the patient’s screen.

Add a question

Question types live in the toolbox on the left. To add one:

  1. Click a question type in the toolbox or drag it into the form.
  2. The question appears in the form with a placeholder title (for example, question1).
  3. Click the question title and type the wording you want patients to read.
  4. The right side panel shows the question’s settings — content varies by question type.

For details on every question type, see Question Types Reference.

Customize a question

When you click a question in the form, the right panel shows its settings. The settings panel is grouped into tabs along the right edge:

  • General — title, description, whether the question is required, and the option to add a comment box below it.
  • Choice Options (for question types that have choices) — the list of choices and their wording.
  • Layout — display the question on its own line, and how many columns to use when the question has choices.

To make a question required, find the Required toggle in the General tab. Patients can’t submit the form until every required question has an answer.

Organize into pages

By default, all questions are on a single page. If your form is long, split it into pages so patients see a manageable chunk at a time.

  1. In the right panel, click the Pages tab.
  2. Click Add new page to add a page.
  3. Drag questions between pages by dragging the question card in the design surface.

Patients see one page at a time, with Previous and Next buttons to move between them.

Preview as a patient

To see exactly what your patient will see:

  1. Click Preview in the top toolbar.
  2. Fill the form as if you were the patient.
  3. Click Designer in the top toolbar to switch back to the editor.

Preview is also the fastest way to spot questions that need rewording or required fields that don’t belong.

Save the form

Click Save in the top toolbar. The form appears in the Smart Forms list. Saving doesn’t send the form anywhere — it just stores your work. Send the form to a patient from the Send panel.