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Form Builder allows you to create custom forms in the portal.  These forms are then displayed in the Assessment Tab of the Catalyst app.  Users complete the forms on their mobile device and the completed forms are viewed in the portal under the Assessment Tab.

 

To learn how to view responses collected from the Forms you build here, see Form Builder Responses

Creating a New Form

To create a new form, click the Administration tab, then Form Builder from the left navigation bar, and finally New Form.

 

The table displays the form name, custom identifier (used for indexing purposes within the system), whether the form has been published to a device, and an Actions menu.  From the Actions menu you can edit an existing form, publish or unpublish the form, view the form, export the form to Excel, or delete the form.

 

To create a new form, click New Form at the bottom left.

 

A Create New Form box will appear.  Type in the name of the form.  The Custom Identifier field is auto-populated by the system.  In most cases, you will not change the Customer Identifier.  This field is used as a way to index the form in the event that you want to import the data into a progress note.  Then click Save.

 

The new form name will appear in the list.

 

In order to add items to the new form, click edit from the Actions menu.

 

A preview screen will appear.  To add entries to the form click Add New Entry.

 

A New Form Entry box will display.  The first box is Type. There are three Type options to choose from; Question, Text, or Section Break.  Selecting Question will allow you to type the question you want displayed on the device.  If you select Text, a line of text will be displayed without an area for data entry on the device. You would use text type if you wanted to type a heading or include instructions on the form.  Selecting Section Break will insert a line break on the form.    

 

This is an example of a Question entry.

 

This is an example of a Text entry.

 

This is an example of a Section Break entry

 

In the Entry Text box, type what you would like displayed on the device.

 

The Custom Identifier field is auto-populated by the system.  In most cases, you will not change the Customer Identifier.  This field is used as a way to index the question in the event that you want to import the form into a progress note.

 

Form Builder has ten Answer Types available: free text, likert scale, email, numeric, date picker, time picker, duration, signature, slider, and multiple choice.

 

Entry Types and Views on Device

Free Text Entry

Signature Entry

Slider Entry

Multiple Choice Entry

Multiple Selection Entry (same as Multiple Choice but allows for more than one answer)

Duration Entry

Numeric Entry

Email Entry

Time Picker Entry

Date Picker Entry

Likert Scale Entry

Editing an Existing Form

From the Actions menu, click edit.

 

The following screen will then be displayed.

 

Forms can be renamed from this screen.  Individual entries can be delete, edited or moved or new entries can be created.  To edit or delete a step, use the Actions menu.  To reorder entries, simply click and drag the entries.  To create a new entry, click Add New Entry on the bottom left.

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