Got questions? View the FAQ’s section at the bottom of this article!

With SKED's Form Builder, you can seamlessly transition your forms from paper to pixels. Tailor your forms to perfectly match your office’s needs, creating detailed yet user-friendly formats for your practice. To get started, use the blue navigation bar to find the 'Forms' dropdown menu, then select 'Form Builder.'

When allowing a patient to fill out a form in the office, the Admin will become locked to prevent them from gaining access to your appointment and patient information. You'll need to enter your personal Admin PIN to regain access to the Admin once they are done.

First, click the gear icon on the top right of the forms list page. Then, use the text box to create a new PIN, and click the blue save button to lock it in. The PIN must be a minimum of four characters with a maximum of eight. You may use letters, numbers, and special characters for the pin.

There are two ways to add forms to your office. You can create a form from templates that SKED provides, or you can create forms from scratch yourself.

SKED provides helpful templates that are commonly used so your office can spend less time and energy in the creative process. A template can be used as is, or edited to fit your office's needs more.

Click the “Templates” tab at the top left of the page to view SKED’s form templates. Then click “Preview” on any template to get a sense of how the form looks to patients. If you want to use that template, click “Copy”. That template will now appear on the “My Forms page, where you can edit and change it as if you had built it from scratch.

To create a form from scratch, click the “+Add form” button on the top right of the forms page. This will activate a popup where you will name your form and insert a description of the content the form will cover.

After entering a name and description, click the blue "Create" button to access the Form Builder page.

You can copy any existing form by selecting the corresponding three-dot icon on the right side of the page. Then, click “copy”. You will then be brought to the Form Builder page where you can edit the freshly copied form.

The forms page displays all the forms your office has created in the past. To interact with an existing form, use the corresponding three-dot menu on the right side of the page. In this menu, you can edit, copy, delete, and print your forms. You can also use the settings button to change whether forms upload automatically to the EHR or to receive notifications when a form is completed.

After creating a new form or clicking "Edit" (pencil icon in the three-dot menu of any form), you'll be directed to the form edit page. Here, you can update branding and office information, add sections, headers, page breaks, questions, and instructions, and even implement conditional logic to create a comprehensive yet user-friendly form for your practice members.

Use the settings button to change whether forms upload automatically to the EHR or to receive notifications when a form is completed.

Toggle EHR Upload Mode: Use the dropdown tab to decide whether forms that your patients have submitted will go directly into the EHR automatically or manually submitted by your office.

Enable Notifications: Click the checkbox at the bottom of the popup window to receive a notification each time a form is submitted. Offices that manually review form submissions may want to be notified when a practice member has submitted a form.

ChiroTouch Offices only:

ChiroTouch offices need to add a PDF folder name because when SKED pushes the intake form, it will automatically create the folder and add the PDF.

Click the blue “upload” button to upload your office Logo. Then, select the image you wish to upload from your computer's file manager. When it goes through, it should look like this:

Use the Preview option to view how your logo appears on the form. You can use the dropdown menu to set the orientation of your logo. (Left, center, right).

To remove a logo, click the trash can icon and confirm you would like to delete the logo. Using the blue upload button will delete the last logo and upload a new one simultaneously.

Click the “Add Office Information” button, then use the text field that appears to provide a brief description of the form, such as: “This form gathers essential health information. Please answer to the best of your ability.” Don’t forget to click the blue “Save” button at the bottom left to secure your changes.

When completed, the result should look like this:

Use the trash can icon to delete the existing office information, or you can click your mouse on the existing information to edit it again.

SKEDS form builder has a plethora of elements you can add to your form to craft a user-friendly and intuitive form for your patients. The following sections will go over each element you can add to your form in detail and the use cases to get the most out of each one.

Warning: Make sure to save and preview your form after each step to avoid lost progress.

You can change the order of the questions in your form. On the right side of the page, you’ll find arrows next to each element. Clicking the up or down arrow will move the element up or down by one position in the form. For example, if you chose to click the upward arrow on question #33, that question would swap places with question #32

Entire Sections and Headers can also be moved to another part of the form by using the arrows at the very top right of any of these elements. After changing the position of elements, make sure you click “Save” in the top right corner of the page.

To delete an element, click the trash can icon on the right side of the row the element is on. Since this constitutes an edit to your form, you will need to click the save button on the top right corner to lock the change in.

Headers are a good way to organize different sections of your form, making it easier for your patients to navigate, and easier for your providers to review the information. Some examples of headers you may want to include are “Patient Information,” “Medical History,” “Symptoms and Pain Areas,” “Treatment History,”

To add a header to your form, click the “+” button on the top right of the page, and then click “Header” from the drop-down menu. A text composer will appear, in which you will type in the header.

Warning: By default, the text size is set to 10, which in many cases is too small for a proper header. It is recommended that you make your text at least a size 14 for better visibility. Make use of the preview feature to get a perspective on how your header looks in your forms.

Click “Save” to add it to your form.

Adding page breaks to forms enhances organization and readability, both on-screen and when printed, as it forces a new separate page to start at the break. This is especially useful when separating sections, such as transitioning from patient history to legal and consent forms, ensuring clarity, and preventing patients from feeling overwhelmed.

To add a page break, click the “+” icon in the top right of the Form Builder page.

When building a new form, the first step is usually to add a section. For example, most forms start with a section called “Patient information”.

Section Titles: Create sections with titles, such as "Personal Information." These help organize the form and make it easier for patients to navigate. Sections could be customized and centered as needed.

Editable Fields: If any section or title needs editing, clicking on it will open up an editable section.

Private Section: Private sections are a handy way for your office to review forms and add additional information to send to your EHR. These are not visible to patients, so feel free to make full use of the feature.

Note: To review a private section, you must set the form transfer to EHR to “Manual”. Otherwise, the form will be submitted to the EHR without a chance to review it.

Click the “+” button on the top right of the page, and click “Add private section.”

SKED offers multiple question formats to make your forms flexible and intuitive. This section will review the types of question formats you can include in your forms and some suggestions on when to use them.

To get started, click the “Add” button on any given section. Then click the “Simple Question” tab and select a question format. For the sake of example, we will show you a short text question.

The Label Is the question itself. Type out what you want to ask the client in this question. For example, You could ask “ What is your last name?”

Placeholder is the grey text that appears in the answer fields- this is good for giving extra guidance on the answers practice members will respond with. For example, you could put “Last Name” to guide practice members to provide their surnames in the field.

Question type Is the format of the question being asked. You can use the dropdown tab to switch between the available simple questions listed below.

Required Checkbox: Check this box to make the question mandatory for form completion. Any question left unchecked is possible to leave blank when the form is being submitted.

Percentage Cell: Use this dropdown to set the proportion of space that a question field will occupy on a single line of the form.

Once You are done creating your question, make sure to hit the save button before adding any other sections or questions.

Simple Question Types and Use Cases

You can easily add notes or instructions anywhere in a section to help patients better understand a question or part of the form. It's recommended to add section instructions before elements like flexible and fixed tables or radio grids to guide patients on how to respond appropriately. Once you've added the instructions, click "Save."

This question type is ideal when a question is answered by selecting only 1 option based on several parameters. Row and column options can be set and are displayed in the matrix view.

The "Upload File" button on the form allows the office to request images of documents such as a driver’s license or insurance card. The office can also request other types of files, such as X-rays or scans from other offices. Be sure to add a section with instructions before the "Upload File" question to inform patients about the specific pictures/documents they need to upload.

Fixed tables are a great way to collect specific responses in a consistent format, such as scales for pain or frequency ratings. They are highly customizable, allowing you to use short texts, radio buttons, or checkboxes for each column header. To set up a fixed table, click "Edit" to add your rows, where each row represents a different question listed on its line. Then, use "Add Column" to define the scale or available answers. After customizing the table, click "Save." Including a “Section Instruction” before the table can guide users on effectively providing their answers.

Flexible tables function similarly to fixed tables, but the key difference is that flexible tables only have columns, allowing users to add as many rows as needed. This setup is ideal for capturing variable information, such as health goals or lists of medications and vitamins, where the number of entries can differ from person to person. Users can fill in the fields and add more rows to accommodate their needs, providing a dynamic and adaptable way to gather information.

Adding a drawable picture element will allow patients to draw on an image to explain where they might experience pain or other sensations. By default, the element will add a picture of a human body, but you can delete it by clicking the trash icon and then clicking “Upload” to add your image. From there, you can choose the options you want to provide to the patient and select the colors that represent those symptoms.

The signature slot element allows offices to request a signature at any place in the form even if it's not in a consent form. It can be used to verify that the client understands different policies, such as an x-ray policy, or to state that something is true to their knowledge.

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Offices can add as many consent form elements as needed, allowing patients to read and sign important documents, such as privacy policies and HIPAA agreements. Once it has been added, you can change the name of the consent by clicking the title and saving it. Then click "Edit," and a pop-out window will appear where you can add all the necessary content. On the right side, there are placeholders to include blanks for information that the patient needs to fill out and required fields if the office mandates them before submission. Once completed, click Save. The consent form will always request a signature at the end, ensuring that any submitted form includes the necessary signed consent forms.

Conditional logic allows you to create follow-up questions based on specific responses. For example, you can set up a follow-up question only for practice members who answered "Other” on a multiple-checkbox question. Another way this could be used for Yes/No radio questions, such as “If yes, Explain.”

Follow these steps to set up conditional logic:

In the top right corner of the Form Builder page, click "Rules." Then, in the popup window, click "Add New Logic."

Select the Target Question: Choose the question you want to apply the condition to. All questions you've added to the form will be available in the selection list.

Choose one of the following condition options:

Select the Activating Choices:

If you selected "Is," "Has Any of," "Has All of," or "Has None of," you’ll need to choose the specific choice(s) that will trigger the condition from the dropdown box. The choices are pulled from the possible responses you provided for the question.

The choices you select will appear in a text box in blue. To remove a choice, click the X next to it.

Show: Select the follow-up question that should be displayed when the condition is met. This question will only appear if the specified condition in the target question is fulfilled.

Note: Ensure that both the conditional question and the follow-up question are already created before setting up the conditional logic.

Age: You can say if the date of birth is before/after a specific age, it will require them to fill out another section with pediatric-specific questions. If older than a particular age, it could open a section to fill out Medicaid information.

Gender: if a patient states they are Female, you could have opened a section asking for menstrual cycle information, pregnancy status, and/or previous births.

Additional Details: They can provide more information if an answer is “Other” or “Yes” to a specific question.

Personal details: If a question asks, “Do you have children?” and they click “Yes,” a table opens asking for the names and ages.

Insurance: If they plan to use insurance, a section could open asking for the plan information and pictures of insurance cards.

Satisfaction Ratings: If a question asks if they’re satisfied with their care and they say no, another question could ask additional details or if they say they’re delighted with their care, a question could pop up asking if they’d be willing to share their story in a review.

It is recommended that you consistently preview your forms after adding elements to better maintain the organization of your form.

There are 2 layers to saving. Whenever you edit a customized element, you will need to click the save button for the fields you have edited. Depending on the question type or element, the save button may be under it, or on the right side of the field.

This step ensures that the individual element is saved correctly, but you will also need to save the form itself before you will be able to preview the form.

As shown here, the Preview option is greyed out. Click the save button to the right, and the preview option will become selectable.

Once the form has been saved, the save button will fade, and the preview option will become active. Click “Preview”, and then another tab will appear, containing the Client-like perspective of the form. This is the best way to see if there are any formatting issues with your form before sending it to your patients.

To send a form to a patient to complete online, you will need to make use of SKED’s messaging platform. Click here for a guide on how to send your forms to your patients remotely.

You can print a form by clicking the three-dot icon on the right side of the page and selecting "Print." However, while it is possible to print a blank copy of the form, it is not recommended because the form is designed to be used digitally and may not translate well to paper. If a patient needs to fill out a form at your office, we recommend using an in-office digital submission or the original paper forms that the digital versions were copied from.

To delete a form, click the corresponding three-dot icon on the right side of the page. Then, click delete to delete the form. A pop-up will appear to confirm if you truly wish to delete the form.

SKED's Form Builder allows you to transition your forms from paper to digital, tailoring them to suit your practice’s specific needs. You can create detailed, user-friendly forms that are easy for patients to navigate.

Use the blue navigation bar to find the 'Forms' dropdown menu, then select 'Form Builder.'

You can add forms by creating one from SKED’s provided templates or by creating a form from scratch.

SKED provides commonly used form templates to save time. You can use them as is or edit them to fit your office's needs. To use a template, click the “Templates” tab, preview the form, and click “Copy” to add it to your forms.

Yes, you can create a form from scratch by clicking the “+Add Form” button, naming your form, and providing a description, or the Support Team can digitize the forms for you at a rate of $10 a page.

Use the three-dot menu next to each form on the forms page to edit, copy, delete, print, or adjust form settings.

Yes, click the three-dot icon next to the form and select “Copy.” You can then edit the copied form in the Form Builder.

Click the three-dot icon next to the form you wish to delete, then select “Delete.” Confirm your action in the pop-up window.

Yes, click the three-dot icon next to the form and select “Print” if a patient needs to fill it out in the office.

You can add various question types such as short text, long text, number, date, email, checkboxes, radio grids, tables, signatures, and more.

After creating or selecting a form, click "Edit" to modify branding, and add sections, headers, questions, and more using the Form Builder.

You can use the up and down arrows on the very right side of the question.

Use the up and down arrows at the very top right of the section to move it.

Not at this time, but our development team is looking into it!

Not at this time, but our development team is looking into it!

Click the three-dot icon next to the form and select “Edit Settings.” Here, you can adjust EHR upload modes, enable notifications, and more.

Click the gear icon on the top right of the forms list page, create a new PIN, and click the blue save button. The PIN should be 4-8 characters long.

Click the “Upload” button, select your logo, and adjust its orientation using the dropdown menu. You can also replace or remove the logo as needed.

The form builder doesn’t automatically resize logos, so they appear at their actual size. We recommend using an image resizer tool online or a program on your computer and re-uploading it. Logos with a maximum height or width of 300-400 pixels look the nicest on forms.

To show multiple questions on the same line, you can change the percentage when adding or editing it. You could have one question 50% and another 50% for two questions. To do three questions, you could do 33% each or any combination that equals 100%.

Check the “Required” box when adding a question or editing it.

No, each question can only be used for one condition at this time.

Yes, conditional logic allows you to set up follow-up questions based on specific responses. Configure this by clicking "Rules" on the Form Builder page and setting up the desired conditions.

Private Sections are only visible to office staff and can be used to add internal notes or information that patients should not see.

Use the form settings to toggle between automatic and manual EHR upload mode, depending on your office's preference.

ChiroTouch offices can specify a folder for form submissions by entering the desired folder name in the settings.

Forms are generally digitized within 1-2 weeks, but this can differ depending on our current queue of office requests and the number and complexity of the forms.