How to Create a Forms Package

Assuming you already have an questionnaire and one or more consent forms created in your account, follow the steps below to add the consent forms to a questionnaire:

  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 OK when done. These consent forms will now be included on the questionnaire when sent to patients.

Position of Forms in package

Consent forms will show up at the top of your forms package by default, 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.
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