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A form consists of sections. Each section contains one or more groups, which in turn contain one or more fields. A field might take user input, or it might display data drawn from previous form entries or from the application database. When you add, edit, or duplicate a form, you add or modify the sections, groups and fields within the form.

The image below shows a form containing a section (Contact Information) and a group containing three fields:

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You can change a field from its current type to a different type, depending on the kind of information you want to be able to enter into the field or display when a patient is selected.  See the Form Type Reference See the Fields Types topics to review the different types of fields and their attributes. 

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As you create or modify a form, click the Preview button at the top of the page to see your changes and explore the form’s behavior. You can enter data into input fields, or view data for a selected patient loaded from the database. Data you specify in fields while in preview mode is not recorded in the DrCloudEHR database.

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Create a New Form

After you add a new form, you add sections, groups, and fields to the form. 

Note that you can click Import Form to import a form that was exported from another DrCloudEHR site.

1. Click the Practice tab.
2. Click the Administrative tab in the left-hand navigation bar, and then click Form Builder.
3. Click Add Form.
   The new form is given a default name, which includes a version number if there are other forms in the system with the same name. You can modify the form name.
4. Select the Display Start and Stop Times checkbox if the form can be used to track the duration of treatment during an encounter.
   The data is pulled from the start and stop time logged in the encounter, based on how the corresponding category type is billed. This information is used for billing, and can also be used to analyze how much time a provider spends with patients.

Add Elements to a Form

You follow the process for editing a form to add sections, groups, and fields when you create a new form, edit an existing form, or duplicate a form to use as a template.   

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1. Click the Practice tab.
2. Click the Administrative tab in the left-hand navigation bar, and then click Form Builder.
3. Enter search criteria to find the forms you want to edit, and then click Search. To find forms that contain specific text, enter the text string in the Search field. To view only unpublished forms that you can edit, set the Form Type field to Unpublished Forms.
4. Click the Edit button for the form in the Form List table. 

Add or Edit or Add a Section

1. Click the Edit button for a section in the Edit Form page. A list groups within the section where you can edit or add groups appears.
2. Optionally select the  Show Horizontal Rule checkbox to center the section name on the page.

Add or Edit

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a Group

1. Click the Edit button for a group in the Edit Section page. A list of fields within the group where you can edit or add fields appears.
2. Optionally modify the group name. Select the Display Group Title checkbox to display the name on published forms. Because the group name is primarily used to organize the structure of a form, it does not appear on published forms by default.
3. Select the Start New Line With Group checkbox to add the group of fields below the final group in the form.

Add or Edit

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 a Field

For more information on the different types of data fields and their attributes, see Field Types.

1. Click the Edit button for a section in the Edit Group page. A list of fields within the group appears.
2. The attributes that appear on the page depend on what you select in the  Kind of data that will be entered menu, which indicates the data type the field uses. 
3. Click Add Condition to add conditional logic to the field. The condition is based on the data entered in the field you select from the Previous Field menu. For example, you might add conditional logic to determine whether a field is displayed based when the client was admitted.

Create a New Form

After you add a new form, you add sections, groups, and fields to the form. 

Note that you can click Import Form to import a form that was exported from another DrCloudEHR site.

1. Click the Practice tab.
2. Click the Administrative tab in the left-hand navigation bar, and then click Form Builder.
3. Click Add Form.
   The new form is given a default name, which includes a version number if there are other forms in the system with the same name. You can modify the form name.
4. Select the Display Start and Stop Times checkbox if the form can be used to track the duration of treatment during an encounter.
   The data is pulled from the start and stop time logged in the encounter, based on how the corresponding category type is billed. This information is used for billing, and can also be used to analyze how much time a provider spends with patients.

Duplicate an Existing Form

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