Begin by navigating to the settings page (using the sidebar) from your Hero homepage.

Click 'Forms settings' near the bottom of the page (as seen below) and click 'Form setup'.

In the top right of the screen, click the 'Add' button to bring up this screen:

Begin creating the form by completing the 'Form title' and 'description' for both the admin and patient sides. The 'Admin-side description' boxes are only visible to practitioners, so they are what you see as a business. The 'Patient-side output' boxes are seen by patients when they view the form, so may require further description.

You can then add varying features to the form by using the 'Add' button at the top of the page:

To add information such as full name, date of birth or phone number, add a 'short text entry' as seen below. You will then be able to modify the text to request specific information from patients. Here, the patient's full name is being requested.

If a quantity or number is required to be selected by a patient, select 'number entry'. This will then allow you to complete the below screen (here, the form has been reworked to show 'quantity'):

To add a drop-down box so that patients can select an option (e.g. gender or ethnicity), select the 'drop down' option and then add options for patient selection. You can use the '+' button on the right to add more options for selection:

If the patient is required to complete a longer answer, add a 'long text entry' and complete as above. This will allow longer answers, for example, lists of countries visited in the last 6 weeks.

If required, you can add paragraph text to the form. To do so, select 'paragraph text' and then edit this to reflect what is required. This is for providing information only, and no information will be collected from the patient.

Other features that can be added to forms include 'true/false', 'date pickers', 'radio buttons' and 'multiple check boxes'. The process of adding these to a form is the same as above.

You are also able to add a consent box to forms. To do so, add a consent box using the 'add' button in the top right corner.

Once all aspects of your form have been added, you can reorder, edit, duplicate or delete parts. To do this, hover your mouse over an aspect of the form and options to do this will appear on the right, as seen below:

When the form has been finalised, click 'Save' in the top right corner and a green confirmation bar will appear at the top of the screen, meaning that the form is now accessible to patients.

Watch the video below for an example form setup:

Click the button below to read our article on adding a form to an appointment type:

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