Steps for Admin on Managing Form Templates for Patients

As the Administrator, you can create any type of form you would send to your Patients/Clients. Noterro provides the tools to add, edit, disable, and delete forms. Let's explore each of these actions in detail.

Adding a Blank Form

Adding a new form is essential in customizing your clinic's documentation. Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the menu that appears.
4. Scroll to the Forms section.
5. Click Add New.
6. You have three options. You can select a Noterro Template, a Template you have already added, or click Start with Blank Form.
7. If you start with a Blank Form Template, you will need to enter the name of your Clinical Form before you begin.
8. Click on the Name of the template.
9. Use the Form builder to create your custom form template. Any changes you make to the form will be auto-saved.

Editing Forms

If a form has been completed and saved to a patient/client profile (In Use), you will only be able to edit the following.

• Enable Status: When enabled, this form can be selected throughout Noterro.
• Public Access: When enabled, this intake form can be shared on your website or emails. Upon completion a new patient will be created.
• Response Expiry: Select how long your patient/client responses are valid for.
• Allow Translation: When enabled, this form can be translated into a client's preferred language, powered by Google Translate.

If you need to make changes to a form, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the menu that appears.
4. Scroll to the Forms section.
5. Locate the specific form you want to edit and click on its Name.
6. Click on Settings.
7. Make your changes.
8. The form will auto-save whenever you make changes, so when you’re done, you just have to navigate away to a different page.

If you want to Edit sections, categories, questions, or text, on a form which is In Use, you must duplicate your form before you can edit it.

Duplicating Forms

Duplicating a Form can be very useful when you want to follow a similar style as another form but want to change up certain elements. You can do that by following these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the menu that appears.
4. Scroll to the Forms section.
5. Locate the specific form you want to duplicate and click on the three dot drop-down menu to the right of the Form.
6. Click on Duplicate.

Once a Clinic Form Template has been sent to a patient/client, much of the form cannot be changed and it will be labelled "In Use". If you would like to make changes, you should duplicate the Clinic Form Template and disable the previous version. You can fully edit all the details on the duplicated Clinic Note Template.

Disabling Forms

Disabling a form is useful when you want to temporarily remove it as an option for documentation. Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the menu that appears.
4. Scroll to the Forms section.
5. Locate the specific form you want to duplicate and click on the Three Dot drop-down menu to the right of the Form.
6. Click on Duplicate.
7. Click on Disable.

Enabling Forms

If you’ve previously disabled a Form, and want to enable it to be used in your clinic. Here's how you can do it:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the menu that appears.
4. Scroll to the Forms section.
5. Click on Show Disabled Forms.
6. Locate the specific form you want to duplicate and click on the three dot drop-down menu to the right of the Form.
7. Click on Enable.

Deleting Forms

Deleting a form should be done with caution, as it permanently removes it from your clinic's options. If you're certain you want to delete a form, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the menu that appears.
4. Scroll to the Forms section.
5. Locate the specific form you want to duplicate and click on the Three Dot drop-down menu to the right of the Form.
6. Click on Delete.
7. In the prompt that appears, click on “Yes, Delete” to permanently remove the Form.

Please note that deleting a form will permanently remove it from your clinic's options and you will only be able to delete forms that are not "In Use". If the Form is "In Use", consider Disabling the From instead. Make sure to communicate any changes to your team members to avoid any disruptions.

Previewing Forms

Previewing your form is a helpful feature that can help you see how your form will look to those who are filling it out. Follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the menu that appears.
4. Scroll to the Forms section.
5. Locate the specific form you want to preview and click on its Name.
6. Click on the Preview button.

Printing your Form

Printing a Form can be done when you want to make physical copies of your form for your patients/clients that come into your clinic. You can do that by following these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Templates from the menu that appears.
4. Scroll to the Forms section.
5. Locate the specific form you want to duplicate and click on the three dot drop-down menu to the right of the Form.
6. Click on Print.

By effectively managing forms in Noterro, you can streamline your clinic's documentation process and ensure accurate record-keeping. If you have any questions or need further assistance, our support team is always here to help.