Create a Questionnaire Form

This guide will go through the various tools for creating and editing forms.

Adding a New Questionnaire Form

From the  Forms menu, select Templates, then under Questionnaires click on Create New 

Most forms begin with patient demographic information; you may wish to use our preset question to save time. Below is the initial screen you'll see when creating a new form. To add the initial block of patient information, click the  Add Contact Information Section button. To skip this step, click on Add existing questions from our library or Add a new question.

Here is the block of questions that will be added as a Mixed Control for Contact Information. You can customize these as described below.

Selecting questions from the library

Once you have added the patient information questions, click on the green Browse pre-existing questions box, choose a category, and select the questions you want from those listed. Click on the blue Import Questions button.

Creating Questions

You can also create your own questions. click on Add New Question at the upper right.

Question types

Mixed Controls: This question type gives you the ability to add numerous questions into one block. You can arrange the questions as you wish, setting their size and layout. You can make individual questions required, and map them to the patient profile as well. The options for the question types you have are: Text box, check boxes, radio buttons, date, email, address, phone, numeric, dropdown, multi-select dropdown, large text box, and paragraph. For more information read the following article: Mixed Controls

Open Answer: A simple text box for patients to type information into. It defaults to a one line text box, but you can enable a larger text box by checking Provide multiple lines for answer.

Multiple Choice - Single Answer: A simple radio button question where patients are presented with numerous selections and can only choose one of them.

Multiple Choice - Multiple Answer: A check box question where patients can choose multiple answers (all that apply.)

Matrix: This is a more robust version of the single line matrix question. Here you are still using the table style questions, but can set each column to have a different input type (i.e. text box, date, numeric, radio button, etc.). Patients would be able to provide a response in each of the columns (except if using radio buttons).

Matrix - Single Answer per Line: This question allows you to setup table style questions, where your patients can select one response per line. You are able to Enable Score Calculation as well, which gives you the ability to assign a score to each response, and display the total score at the end of the question.

Section Title / Note: This option isn't a question, but is used to create section titles or notes throughout your form. Entering text in the Section Title box will present it on your form in a larger font, this would be used to denote sections of  the form. Adding text into the Section Text (Optional) box will display this as normal text on your form, stylized in a grey background to make it stand out.

File Attachment: This allows your patients to attach files to your forms. They will be presented with a button that will open up their computer's file finder, where they can select the file to attach. If you want to allow patients to attach multiple files, check off the Allow multiple files setting. Here is a guide on using this question type: Using File Attachments

e-Signature: Adds an e-signature field to your form for patients to sign. You can add multiple signatures to a form, and describe what they are for in the Text section. To display the date on PDF printouts, check the Display Date field on printed forms setting. 

Smart Editor: This question type allows for more advanced functionality, such as adding HTML and other code (take note that not all code will work.)

Body Map / Drawing: This question type allows you to add certain images, like tooth charts to your forms that patients can draw on. This is typically used to denote specific issues, but any image can be used.

To add another similar question, click Duplicate

Editing and Rearranging Questions

Change the wording of a question by editing Question (or Block Instructions for Mixed Controls.) Click the check box to require an answer. Required questions must be completed before the form can be submitted.

Change possible answers for multiple choice and matrix questions. Click the X on the right side of the box to remove, or click on Add Option (Column or Row.) Click the check box to display a text box for additional information.

Question Options

Each question type has various question options that can be set. Access these options for each question from the Question Options button, the settings differ based on the type of question you're editing.

For Office Use Only: If you check off this option, the specific question you're editing will not be visible to the patient who is completing the form. You'd use this in the instance where you want to add questions to forms that only you or your staff would complete after the patient has submitted their completed form. 

Start on a New Page (PDF): This option will force the current question your editing to start on a new PDF page. Some practices use this to ensure that a certain section of their form can be printed and stand on it's own, apart from the other questions on the form.

Start on a New Page (Web): On longer forms you may want to break up some questions, the patient must hit the Next button to view the next set of questions. By default we break up long forms into multiple pages to ensure there aren't loading issues, but this option allows you to force a page break where needed.

Duplicate Columns: For Matrix questions only. It is used to save space on PDF printouts by allowing the system to show the numerous rows in side-by-side columns. 

Columns: For both of the Multiple Choice question types, you are given the ability to set how many columns you'd like the option selection to appear on. The default is 3, but you can manually set it to 1 or 2 as well. Changing this setting can better layout questions that have longer option names.

Enable Staff Prefill - Set to allow staff to pre-fill answers

Rearranging Questions

During the form creation or editing process you may want to move your questions up and down, this is explained below:

Main Questions: Click on the bars and drag them up or down.

Items Within Questions: Click on the bars in the question title bar and drag to new position.

Attaching Consent Forms

Often you will not only have an questionnaire, but also documents that your patients need to sign as well. These are typically things like company policies, payment agreements, consent for treatment forms, etc. Attaching consent forms creates what we call an package. When you send the form to your patient, they'll be presented with not only the form questions, but links to view and sign the consent forms. Below are the steps for creating a forms package:

  1. Navigate to Templates and click on the desired questionnaire.
  2. Click on the Consent Forms button located in the toolbar above the form editing section.
  3. Check the forms you want to attach to the questionnaire in the order you want them to appear.
  4. Click Save when done. These consent forms will now be included with the questionnaire form sent to patients.

Position of Consent Forms

By default, Consent forms will show up at the top of your forms package, but some users prefer them to be at bottom, after the main questionnaire. To move the consent forms to the bottom (end), follow the steps below:

  1. Navigate to Templates and open the questionnaire you'd like this changed on.
  2. Click on ○○○ (more) > Settings.   
  3. Check the box for Show consent forms at the bottom, instead of top.

Form Settings

There are various other form settings that will adjust certain aspects of how a form looks or functions. To access these settings, from the form editing mode click on  ○○○ > Settings.


  • Form Name: This is the name of your form, you can change it if you'd like.
  • Enable Interactive Mode: This is an alternative way to display your forms, showing only one question at a time in the browser window. It's especially useful on mobile as it drastically reduces the amount of scrolling your patients would have to do. 
  • Show consent forms at the bottom, instead of top: By default your attached consent forms display at the top of your form, if you check this option they will display at the bottom instead.
  • Hide progress indicator: This will hide the progress indicator that tells patients what percentage of the form they have completed.
  • Hide default instructions: By default we add instructions to the top of forms. If you'd prefer to add your own instructions or remove them completely, check this option.
  • Can be completed by responsible party: Checking this option will add a prompt before a patient completes a form that asks them if they are completing the form themselves, or if they are completing it for someone else (I'm the parent, guardian, or power of attorney).
  • When form is submitted, redirect patient to: This would be used if you want to redirect patients to a specific website after they submit your form. By default after they submit a form they'll be prompted to sign out and can then simply close down the browser tab/window.
  • Hide Print button: This option will disable the ability for patients to fill out the form by hand as it removes the print button entirely.
  • Make this form available as a Note Template: Enable this option if you want the form to be available for use as both a patient questionnaire and a treatment note. 
  • Don't share this form with other practitioners in my organization: This is used to stop other practitioners on your team from accessing the form. By default if you're the administrator of a multi-practitioner account, your forms are shared with all other practitioners. This option disables that sharing on a per-form basis.
  • Prevent other practitioners from changing this form: Similar to the option above, this is used in a multi-practitioner account to prevent others on your team from editing the form. They'll still be able to send it to their patients, but they won't be able to edit the questions unless they were to create a duplicate copy to edit on their own account.
  • Allow client to download intake after submission: This option will give your patients the ability to download the completed form as a PDF once they submit it.

Invitation Email

  • Invitation Email: This section is used to customize the invitation email that patients will receive when you send them a form manually via email. This setting applies to the one form only, you can set a standard in your main account settings if you'd like.

Other messages

  • Confirmation Email: This section is used to send patients a custom confirmation email after they submit a form. This setting applies to the one form only, you can set a standard in your main account settings if you'd like.
  • Form Reminder Email: This section is used to send patients a custom reminder email to submit a form. This setting applies to the one form only, you can set a standard in your main account settings if you'd like.
  • Form SMS Messages: This section is used to send patients a custom reminder text to submit a form. This setting applies to the one form only, you can set a standard in your main account settings if you'd like.

Custom header

  • Custom Header: If you'd like a specific header to display at the top of your form, you can set this here. You have the tools available to add your logo, contact information, social media accounts, etc. This setting applies to the one form only, you can set a standard header for all forms in your main account settings if you'd like.


  • Mappings: This screen shows you all of the patient profile mappings setup on your form. A mapped field is a question that is set to populate a specific part of a client's profile when the form is submitted (i.e. Name, Birth Date, Gender, etc.). You can adjust the mappings as you'd like on this screen, or also from the individual items that are part of any Mixed Controls questions.


  • Advanced: This section gives you various other more advanced options. If you have any questions in regards to these settings, feel free to contact us and we'll be happy to help!
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us