Data Forms are used to capture static data that is not collected in the "Edit Client" screen or in the "Med/Clinical." This data can populate into documents or reports.

User Permissions

To create a new Data Form, you will need the "Manage Data Forms" permission.

Create a new Data Form

1. Select "Settings" and select "Data Forms."
2. Select "New Form."
3. In the "Form Name" field, enter the name of the Data Form, and select "Save."
4. The "Group" drop-down will also you to restrict the users that are able to view and use the Data Form based on your User Groups. This drop-down will be empty if you have not set up User Groups.
5. Each Data Form will automatically have one line. Start by updating the "Label" field on the first line. This field is used to enter the question or section header.
6. Select the "Data Type" drop-down to define the type of field. There are 7 types of fields
   1. Text: Allows a single blank text field.
   2. Multi-Line Text: allows for a blank field with multiple lines
   3. Date: places a date picker in that row.
   4. Checkbox: places a checkbox next to the label text.
   5. Select Box: places a drop-down option. 
   6. Multi-select: places a drop-down option that allows you to select more than one.
   7. Section Header: creates a header.
7. The "Size" field will only be available for "Text" and "Multi-line Text" fields.
   1. Text field: will define the number of characters visible.
   2. Multi-line Text: will define the number of lines displayed. 
8. The "Default Value" field is where you can specify default text that will appear, or where you define your section options. This field is only available for, "Text", "Multi-line Text", "Select Box", and "Multi-select" data types.
   1. Text and Multi-line Text field: the default value will display on all contacts that use the Data Form.
   2. Select Box and Multi-select: The default value is where you enter your drop-down options. Start the default value with "--*", then enter each option with an * between each option. For example, "--*Choice A*Choice B*Choice C."
9. Select "Add" to add any additional lines to the Data Form.
10. Identify the "Order" number. This will designate the order in which the fields will appear.
11. Once you have all of the fields entered, select "Save."