Create a New eForm

The below instructions cover each of the options available when building a form. The article is long, though if comfortable with the options, focus on the steps, not what is contained in the tables. Use the table as a reference to unknown field.  

It is highly recommended to continually click Save Changes during the creation of an eForm.

1. Within the eServices portal

2. Go to Menu  > Practice Management           

3. Go to eForm Manager

   1. Select Location (if applicable)                 

   2. Click Create Form

      1. Click the Edit icon > Enter Name of eForm           

      2. Click Save                                                                                                                                                

      3. Open Design Theme and select the relevant Colours, Font and Header   

         Colours	Background	Select the background colour of the form
         	Labels and Headings	Select the colour to be used for labels and headings
         	Main Font	Select the colour to be used for main font
         Font	Font	Select the font style
         	Size	Select the font size
         Header	Title	Enter the title of the form into the white box
         	Logo and Details	Upload Logo	Click on the Upload button to navigate to an image for the form
         		Change or Delete	Allows for the logo to be changed to a different image or deleted
         		Logo Alignment	Select left, middle or right alignment
         		Background colour	Select the background colour of the logo
         		Details	Area to add details about the practice. Click the button to insert practice info
         		Text Size	Select the text size for the area
         		Text Colour	Select the text colour for the area
         		Text Alignment	Use the button to align the text; left, middle or right

      4. Open Add Field and click on the field(s) to add, and then drag into place on the form (right)     

         Heading	Heading Text	Enter the name of this form – e.g. Medical History Form
         	Size	Select the size of the heading font
         	Align	Select where the text should be placed in the heading box
         	Add to Group	See ‘Manage Groups’ section of this document.
         	D4W Field	System Field – do not use
         Text/Number	Label	Enter the name of this field – e.g. Emergency Contact Number
         	Required	Select if this option is a required field – the patient must fill in
         	Input	Select if the patient should fill in with characters, numbers or both
         	Field Size	Select the size of the field – look at the preview on right to check
         	Limit	Enter the maximum number of symbols allowed
         	Use Pattern~ = character# = number* = any	Only available when ‘Any Symbols’ are selected. Provides the ability to dictate what combination of characters are entered (e.g. 5 numbers followed by a letter would be a pattern of #####~)
         	Add to Group	See 'Manage Groups' section of this document
         	D4W Field	System Field – do not use
         Text Area	Label	Enter the name of the field – e.g. Occupation
         	Required	Select if this option is a required field – the patient must fill in
         	Field Size	Select the size of the field – look at the preview on right to check
         	Height	Select how many rows the text area should be
         	Input Limit	Enter the maximum number of symbols allowed (if any)
         	Add to Group	See 'Manage Groups' section of this document
         	D4W Field	System Field – do not use
         Paragraph	Paragraph Text	Enter text, not for patient to fill in – e.g. Disclaimer
         	Size	Select the size of this text
         	Align	Select where the text should be placed in this box
         	Add to Group	See 'Manage Groups' section of this document
         	D4W Field	System Field – do not use
         Dropdown	Label	Enter the name of the dropdown – e.g. Preferred Method of Contact
         	Required	Select if this option is a required field – the patient must fill in
         	Field Size	Select the size of the field – look at the preview on right to check
         	Add to Group	See 'Manage Groups' section of this document
         	D4W Field	System Field – do not use
         	Options(add for each option)	Default Value	Enter the value – e.g. Phone
         		Show Group	See 'Manage Groups' section of this document
         		Open Form	When the form is completed by a patient, the selected form will be opened automatically
         Radio Button	Label	Enter the name/text of the radio button – These are generally questions. E.g. Are you happy with your smile?
         	Required	Select if this option is a required field – the patient must select
         	Add to Group	See 'Manage Groups' section of this document
         	D4W Field	System Field – do not use
         	Options(add for each option)	Default Value	Enter the value – e.g. Yes
         		Show Group	See 'Manage Groups' section of this document
         		Open Form	When the form is completed by a patient, the selected form will be opened automatically
         	Other Option	Select if you would like an 'Other' checkbox onscreen with a text box for them to fill in
         	Sort Alphabetically	Select if you would like the checkboxes to be sorted alphabetically
         	Spread in Columns	Select how many columns to spread the answers / buttons across
         Checkbox	Label	Enter the name/text of the checkbox – E.g. Preferred Method for Appointment Reminders?
         	Required	Select if this option is a required field – the patient must select
         	Add to Group	See 'Manage Groups' section of this document
         	D4W Field	System Field – do not use
         	Options	Default Value	Enter the value – e.g. SMS
         		Show Group	See 'Manage Groups' section of this document
         		Open Form	When the form is completed by a patient, the selected form will be opened automatically
         	Other Option	Select if you would like an 'Other' checkbox onscreen with a text box for them to fill in
         	Sort Alphabetically	Select if you would like the checkboxes to be sorted alphabetically
         	Spread in Columns	Select how many columns to spread the answers / buttons across
         Date	Label	Enter name of date field – E.g. Last time you visited the dentist?
         	Required	Select if this field is required – the patient must fill in
         	Add to Group	See 'Manage Groups' section of this document
         	D4W Field	System Field – do not use
         Time	Label	Enter the name / text of the time field – e.g. What time do you usually fall asleep?
         	Required	Select if this option is a required field – the patient must fill in
         	Add to Group	See 'Manage Groups' section of this document
         	D4W Field	System Field – do not use
         Email	Label	Enter / Edit name of Email field
         	Required	Select if this field is required – the patient must fill in
         	Add to Group	See 'Manage Groups' section of this document
         	D4W Field	System Field – do not use
         Signature	Invitation text	Enter / Edit name of the Invitation Text
         	Required	Select if this field is required – the patient must fill in
         	Field Size	Select the size of the field – look at the preview on right to check
         	D4W Field	System Field – do not use

      5. Open Add D4W Field and select the fields from D4W/PSS to add to the form, then use the up and down to place on the form. If using Custom Fields in D4W/PSS, they will be listed here.

      6. Manage Groups is only used when a dynamic question should be added to the form, for example when asked if the patient is pregnant, the form will ask for more details, click here for instructions 

      7. Click Preview to view the form as a patient will

      8. Click Save Changes

      9. Click Form Manager

   3. Follow instructions to Publish an eForm

4.