Patient / Lead Forms

Introduction

The Legwork Lead Collection and Distribution module is a powerful software component designed to streamline the process of collecting leads through customizable forms and efficiently distributing them into predefined lead groups. 

Navigating to create your Lead Capture Forms

1. Once you have logged into Legwork, click the Paperless Forms drop-down from the left column.

2. Then Click Form Builder.

Building your Lead Capture Form

1. Select the default "Lead Capture Forms" Tab, or Add a Folder, to create a custom Folder for your Leads/Forms.
2. Click New Form
3. Complete your Lead Capture Form settings. 
4. then click, Create Form
5. To begin customizing your new form, click the Form Name from the list.
6. Select Fields from the Left-hand column and drag them into the Form Builder. 
7. To Create a heading for the form, scroll to the bottom of the list, under Page Elements, Select Section Break, and drag to the top of the Form Builder.
8. Another important field is the Description Area. 
   1. Description Area is where you will describe the reason for the form. This cannot be edited by the recipient of the form but is detailed on what the LEAD/Patient is completing this form for. 
9. To Edit the fields, you will click on the fields in the form builder, and a window will slide open on the left-hand side, you will edit each field here.
   1. You can also add images to the Description area.
      1. Image dimensions should be no larger than 612.
   2. *Note: As you build your form, save each time you add and customize a new field.
10. When you want to add additional fields, click, Back to all fields
11. As you drag fields into the Form Builder, to create a required field, click on the field you would like to be required by your Lead, and in the left hands side, check the Make Required box.
12. Once you have added all of your fields to the form, Click save one last time, then click Publish.
13. If you edit the form after you have Published, simply click UPDATE, once you have completed your edits. If the form is embedded on your website, Clicking update will automatically update the form on your site without further action needed. 

Settings, Sharing, Embedding your form

1. Settings
   1. Include online marketing and tracking via UTM Parameters
      1. UTM parameters are tags added to URL's to track and analyze the effectiveness of online marketing campaigns by capturing data about where the website traffic comes originates from.
   2. Sync PDF Submissions to the Patient Document Center
      1. Check this box, and select a folder from your Practice management software that you would like this form to sync into.
      2. When configured, when your approve your form from the Submissions tab, the form will upload to the document center in your Practice Management software.
   3. Display your Thank you Message
      1. You can customize a message to your Leads/Patients, or keep the default message created by Legwork.
   4. Add Submission to Contacts group(s)
      1. Here you can view the groups in which this form is connected to and will sync to.
   5. Send Email notifications
      1. Here you will select users that you have added in Legwork that will receive notification upon submission of the form. More than one user can be added.
2. Share
   1. Share Link
      1. Once you have published your form, a share link will populate. You can use this link to send in SMS messages and emails.
   2. Embed code
      1. Embed codes are used for your web designer to add the form to your website.

All Submissions

1. Under All Submissions, you will see where your forms have been summited, as well as how many forms you have for each folder.
   1. Here you can view and edit your form submissions.
      1. It is important to note that if you have enabled this form to be uploaded to your document center, there will be a blue APPROVE button next to the form. Prior to approval, ensure there is a first name and last name only entered into the name fields. Often there are autofill options on individual devices that will put the first and last name into each box.

Lead/Patient View of form they are completing

Additional Key Elements Include: 

• Create a Lead Collection Group
  • Patients Tab > Add a Group
    • Name the new Lead Collection Group (Example: Invisalign Leads)
    • Write a short description for the Lead Collection Group
    • Click Create Group
  • Groups
    • Click Edit next to the new group name to manually add leads to the group or subtract patients from the group
    • Click Update Group
• Patient Form Builder additional training