Form Template is where you build the forms your patients fill in — registration details, medical history questionnaires, and any information you want to collect before or during a visit. Templates made here are what you send from a patient’s Forms tab.
The template list
Each form shows its Name, when it was Created and Updated, and a Status — a green tick for Active or a red dash for Inactive. Only active forms are sent to patients, so you can park a draft as inactive until it’s ready.
Creating a form
- Add New / Create New — start a blank form, then open its field builder to add questions of different types (text, choices, dates and more).
- Import Pre-defined Templates — copy a ready-made form from the CAPS28 library as a starting point, then tailor it.
Preview, edit & delete
- Preview — see the form exactly as the patient will.
- Edit — open the field builder to add, reorder or change fields.
- Delete — remove a template after confirming.
Inside the field builder
Opening a form with Edit takes you to the builder — this is where a form actually gets its questions. The top of the page shows the form’s properties (Name, Title, Header, Footer, whether a signature is required, and Active/Inactive status), with buttons to Edit those details, Preview the form, and Activate/Deactivate it. Below is the Form Fields list.
Adding a field
Click Add and pick a field Type. CAPS28 offers a full palette so you can capture almost anything a paper form would:
- Text, Numeric and Multi-line text — free-text answers.
- Dropdown, Radio buttons and Checkboxes — choice questions; you type the options one per line, and mark a default by ending its line with an asterisk (
*). - Date and Date & time — calendar pickers.
- Label, Section heading and section start/end — layout elements to add instructions and group related questions.
Give the field a Name (the question text) and tick Required if the patient must answer it, then save. Each field lands in the list showing its type, name, options and whether it’s required.
Ordering & removing fields
Drag a row up or down to reorder the questions — the new order saves automatically and is the order the patient sees. The pencil re-opens a field to edit it, and the trash removes it (with a confirm). When the form is ready, use Activate so it becomes available to send from a patient’s Forms tab.
