How do I build a form and assign it to a patient?

How do I build a form and assign it to a patient?

Who can do this: clinicians, and Full Access or Administrative Staff / All Billing members. These roles have Forms in the sidebar. Clinicians can assign forms only to patients whose care team they're on, with Access Charts on.

Build a form

1. Open Forms, then select Create Form.
2. Under Form Details, enter the Form Name and an optional Description, and choose a Category. Tick Requires patient signature if the patient must sign.
3. Under Add Field, add each question: Short Text, Long Text, Number, Email, Phone, Date, Dropdown, Multi-Select, Checkbox, Radio Buttons, File Upload or Section Header.
4. Give every field a label. Tick Required for questions the patient must answer. For dropdowns and choices, fill in each option.
5. Select Save & Publish to make the form ready to assign, or Save Draft to keep working on it later.

Only a published form can be assigned to a patient. There's no way to publish a draft from the Forms page yet, so select Save & Publish when the form is ready.

Assign a form

1. Open Forms. On the Templates tab, find the form and select Assign.
2. In Assign Form, choose the Patient.
3. Select Assign form.

The form is added to the patient's record as Pending, and they see a "form to complete" reminder on their dashboard.

The patient isn't emailed, texted or sent a link. Patients can't open or fill in assigned forms in the app yet, so let them know directly and collect the answers another way.

Follow a submission

The Submissions tab lists assigned forms. Each row shows its status, such as pending, in progress or completed, and when it was assigned or completed. From a row you can:

• View the patient's answers.
• Download a copy.

Use Preview on the Templates tab to see a form the way the patient will.

If something goes wrong

• "Please enter a form name", "Please add at least one field" or "All fields must have labels" means the form isn't complete. Fix it and save again.
• "A form with this name already exists. Please choose a different name." means your clinic already has a form with that name.
• A message saying the form "was saved as a draft but could not be published" means the form exists but can't be assigned. Contact GRAICE support.
• Access Denied with "Only clinicians, coaches, and administrators can create forms." means your role can't build forms.
• "Failed to load form submissions. Please try again." means the list didn't load. Refresh the page.