How To View & Create A Form Template

Click "Settings"

Click "Patient Form Templates"

This page will show you all clinic templates, if you would like to edit a form click onto the template and it will open up

If you would like to create a new template, Click "Add Template"

First box is "Form Name"

Click this icon to add a question

Add "Section Name"

Add "Question"

Select the "Question Type" box this will allow you to choose what option the customer fills out, whether it is multiple choice, short text or paragraph If you would like your customer to fill out their "Personal Details" and it to automatically go over to the Personal Details tab on Zoneee you need to make sure you use the boxes that are under "Patient Fields" you will have to scroll down within the question type tab

By selecting "Required" this means the customer cannot submit the form without filling out the field (Switch will turn Blue)

"Duplicate" will duplicate the previous question

As shown below first name, last name & date of birth have been selected instead of short text or paragraph this is so it will be carried over to the Personal Details tab on Zoneee

You will need to do the same with Address, Phone Number and Email

Click "Add Section" to have another header for additional questions

Click one of the options in this instance "Paragraph"

Type and Add as many Questions as you like

Click "Multiple choice"

This shows how to add multiple choice questions

Click "Add Option" to add as many options as required

Once you have finished all questions you can - Click "Preview" and it will show you what the customer sees