Editing patient forms

As needed, you can edit patient forms.

To edit a patient form

1. How to get there

   1. Do one of the following:

      • If the legacy patient forms are enabled:

        1. On the Settings menu, under Location, select Patient Forms.

           

        2. On the Patient Forms page, click Try New Forms.

           

        3. In the Try New Forms dialog box, click Set Up Forms.

           

      • If the new patient forms are enabled:

        1. On the Settings menu, under Patient Care, select Form Builder.

           

      The Patient Forms page opens on a new browser tab.

   On the Patient Forms page, in the Actions column, click (or tap) the ellipsis of the form that you want to edit to view a menu, and then select Edit Form.

   

   Note: You can filter the list of forms by their assigned patient types. Under Patient Type (on the left), either select All, or select New Patient or Existing Patient.

   The Form Builder page opens.

2. Make the necessary changes.

3. Click (or tap) Finish.

   

   You are returned to the Patient Forms page.

   Note: After you edit a published form, its status becomes "Unpublished," so you must re-publish it to make the form available to patients again.

   

4. To re-publish the modified form, in the Actions column, click (or tap) the form's ellipsis to view a menu, and then select Publish.