Introduction to Patient Forms

Legwork offers templates for patient forms.  Manage, edit and customize forms with ease within the form builder.  Please note that some fields cannot be edited/deleted, as they are set up to provide your practice management software with important data; however, you can add fields and re-arrange the forms according to your preference.

Navigating to Patient Forms

1. Click on the Paperless Forms tab.
2. Click Form Builder in the sub-navigation.
3. Click on the Patient Forms folder.  You can view your patient form templates here.

Editing Default Patient Forms

Please note: Fields marked with a lock symbol should not be edited or deleted. These fields are required for the form to function properly. Editing or deleting them will break the form.

1. Click on a field that you would like to edit (Example: Preferred Name) A configuration pane will appear on the left side of the form builder. 
2. Edit the field configuration to see how the field changes
3. Click the Save button in the top right corner while you continue to edit the form. Saving the form saves it "internally" within Legwork. 
4. Click the Update button when all the changes have been completed. Updating the form makes all recent updates visible to patients.

Locked Fields

Editing a Field 

Creating a New Form

1. Click Add a Folder.
2. Create a Folder Name and click the blue Create button. 
3. In the top right corner click the blue New Form button.
4. Create a Form Name and Select a folder to add this form to. The default Folder that was just created will appear. You can select a new folder to place this form or leave the default folder created.
5. Select Sync PDF Submissions to the Patient Document Center to enable syncing.
6. Using the dropdown select which folder within your practice management system this form should sync into once approved.
7. Click on the blue Create Form button.

Building a Form

The Form Builder is designed to be flexible enough to build any type of form you can imagine.  Whether it be a consent form for a patient or an inter-office survey, you can build it ! All forms, no matter how you build them, are mobile responsive and will look good on any device.

1. Navigate to the form you want to edit and click on the form name. 
2. Drag and drop the fields you want to use on your form.

Tip: If you hover over the form name, you can select quick actions from the dropdown.

Creating a Multi-Column Form

1. Select the Section Break field and drag it on to your form.
2. Click on the Section Break you just dragged on to your form.  Field configuration options will display on the left side of your screen.
3. In the Section Break configuration options, click the Columns dropdown and specify if you want a 1, 2, 3, or 4 column layout.
4. Drag fields into the section break field to add them to the new layout.

Adding New Pages to a Form

1. Click the Add New Page link at the bottom of the form builder.  This adds a new page to the form.
2. Drag fields underneath the Page Break to add to the new page.

Adding a New Page

Tip: You can preview your form at any time to see how it will look with multiple pages.

Escalation:

If any issues are encountered during the setup process, please contact Legwork Support for assistance.

Submit a Support Ticket: https://www.planetdds.com/im-a-client/ 

Phone: 800-861-5098