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Templates for Web Forms
As you build a web form, you should consider whether users will need to print it out for external use after conducting a visit. If a completed form needs to be sent to an outside agency or external provider and printed out in a specific way, you can create a PDF template that corresponds to the web form. The template contains the answers/responses entered into the web form (as of data) and fields from tables related to the visit that you want to include (for example, the client’s current address or the employee’s NPI number). Because templates work off the form level and not the visit type level, you create one template per form – all visit types using that form will have access to the template.
Before you can create a template, you need to build the web form and then build an export of the form “for template printout.” The only fields that can be brought over into a template are Dropdown, Calendar, Text, Numeric Text, Checkbox, and No Label Checkbox. Radio Buttons cannot be used for templates. Instead, No Label Checkboxes need to be used and each checkbox must be a separate question in the web form.
Refer to Step 1. Build the Form Export for an example of Expand Multi Choice.
Last Updated 12/1/2015 5:23 PM by marchall