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.

   

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   Note: After you edit a published form, its status becomes "Unpublished," so you must re-publish it to make the form available to patients again.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