In this article :
N.B.
To help clarify the difference between a form and a playbook (the mechanism by which you deploy your forms), you can read this article : Understanding forms, playbooks, protocols, and their differences.
This article here dives specifically into forms.
Creating your form
To create a new forms or modify existing ones, click:
“Configuration”, in the main menu
“Forms templates”
“Add” at top right or click on the form that needs editing
Your various existing forms will be listed together and can be filtered according to various criteria, as shown in these columns:
Status : Published, Unpublished, or Archived (Change status by clicking the appropriate button to the right of the white form title strip.)
Number : the form number you have assigned according to your institution’s system
Name : the form’s name (think of something that the patient will easily understand)
Manager : the LeoMed user that is in charge of this form (can be modified as needed)
Version : the version number you assign to the form to keep track of changes (this does not change automatically, so you can create and manage your own version system)
Languages : the choice of languages in which this form is available
This information is modifiable in each form’s Settings as we will see later on.
Who can edit forms
Permissions for those who can edit forms are managed in the "Roles" section of the Configuration menu. You might need to create new roles to have specific permissions for a particular type of team member.
Form setup and details
Once you click on a given form, you will have three tabs to choose from :
Editor
Top bar (red)
Cycle through questions with the Up and Down arrows
Alternate between form languages (when applicable) while remaining at the same question (this does not affect the language of your whole user interface)
Left side (blue)
CONTENT (Questions) :
Here you can choose to add different types of questions:Yes/No (two options)
Opinion Scale (possibly ranging from 1-5 through 1-10)
Dropdown (list of options - multiple or single select)
Picture (add images to your answer choices to help the patient choose better)
Statement (nothing to answer on recipient's end. Example : “You’re already halfway through the questionnaire, just a few more questions left.”)
Question Group (basically a section divider, where you can add several questions in a common group, with an introductory title and description for this section)
To delete an added question, click the three dots at the end of the line.
END OF FORM (Conclusions) :
Different answers can lead to different conclusions. This can help you to group your subjects by the type of feedback you want to give them or the type of alerts you want to receive. For each possible form ending you determine, you can add a particular message, or specifically relevant content like a video or next steps, etc. How you arrive at each possible conclusion is determined in the "Logic" tab discussed in the next section).
Right side (green)
This is where you create and preview how the subject will interact with the content for both questions and conclusions, including :
The actual questions to be answered
The questions’ description (further details clarifying the question)
In the three-dots on the far right of the questions (options depend on type of question) you can decide:
If the question is required or optional
If you want it to be basic text in the description or if you want to add a media (photo or video)
If the question is a single or multiple choice (in dropdown and pictures type questions)
The scale’s amount of choices between 5-10 (if scale question)
Logic
Here too you will manage both the form content and the form ending, but whereas the "Editor" was for creating all written and visual content, the "Logic" tab lets you work behind the scenes on when and how these elements play out.
Branching of questions: Choose how each answer to each question will branch off to another question, similar to a decision making tree.
End of form: Orchestrate how the subject arrives at one or another of possible conclusions (ie. which results and which answers to which questions bring you to which ending). This is not where you edit the content of the endings; that is done in the “Editor” tab, as discussed above. However, there are two types of form ending, which are detailed below.
End of forms: Answers vs. Results
There are two approaches to guiding your subject to a certain conclusion page in order to either reassure them, train them, or guide them in their next steps.
According to the answers : The different endings already created in the Editor are each found in the section on the right, in the Logic tab. Under each ending, you must select the answers that will redirect to that ending. No answer can be used twice and if a patient's answers could qualify them for different endings, we will prioritize the first ending (starting from the top) that contains his answers. Therefore the vertical organization of the endings is important for the prioritization of the patient, seeing as it impacts the conclusion to which they arrive.
According to the results : Instead of choosing which answer goes in which conclusion as you would do “According to the answers”, here you give a numerical value to each answer (in the “Scoring” sub-tab) and you calculate which ending corresponds to which number range (in the “End” sub-tab). These ranges are obtained from the addition of the different numerical values set in “Scoring” for the patient’s different answers.
Settings
In addition to the information which appears in the columns of the page containing all the forms (mentioned at the beginning of this article and restated below), you may also add a longer description of each form, with the necessary details for the authorized editors.
As seen previously, the information for each form includes :
Number : the form number you have assigned according to your institution’s system
Version : the version number you assign to the form to keep track of changes (this does not change automatically, so you can create and manage your own version system)
Status : Published, Unpublished, or Archived (see difference between archiving and deleting, below). You can change form status by clicking the appropriate button to the right of the white title strip.
Languages : the choice of languages in which this form is available
Responsible for the form : the LeoMed user that is in charge of this form (can be modified as needed)
Form Title : the form’s name (think of something that the patient will easily understand) that can be written in each language the questionnaire will be published in
To which we now add :
Form Description : extra details, instructions, and useful information, that may also be written in each language the questionnaire will be published in
Note: Deleting vs. Archiving
When inside a form builder page, the trash bin icon on the far right of the page will permanently delete a form. If you prefer to archive it for further reference or use, you can do so by clicking the appropriate button just above, to the right of the white title strip.
FAQ : How do I send a form and where do I see the answers received from a patient?
This article has covered the creation of a form template, and now putting it into place is discussed in the following articles:
Sending a form: A form is sent in a protocol. In order to create a protocol template (playbook) in order to deploy it, please read this article. Also read an article on the key differences between forms, playbooks, and protocols.
Viewing the results of a form: The results can be obtained in the Protocol tab (which can be have an alternative terminology depending on your institution) with the closed book symbol and click on the protocol of the subject you want to follow or simply go to the subject’s profile and click on the “Forms” sub-tab.