How do I start a new form?
In the left-hand menu, click Forms.
Click Management in the top right.
Click Add New Form.
Choose a form template, or choose Blank Form to start from scratch.
If you chose Blank Form, click Create Form.
Step 1: Name your form and choose where it goes
Name your form
Give your form a name.
Patients see the form name when they open the form, so choose a name that makes sense to them.
Send completed forms to a queue (optional)
If you use queues, choose a queue under Submit To. Completed forms will go straight to that queue.
Tag completed forms automatically (optional)
If you use tags, choose a tag. Completed forms will be tagged automatically, so they're easy to filter in your Inbox.
Example: For an insurance update form, set Submit To to your Billing queue and add a Needs Reviewed tag.
Portal options
If your practice uses the Updox Patient Portal, you'll also see Active on Portal and Public on Portal. If you don't use the Patient Portal, these options won't appear.
Step 2: Add fields to your form
Click + Add New Field.
Fill in the field details:
Setting | What it does |
Type | How the question appears to the patient. See the field types below. |
Label | The question or label shown on the form |
Required | If checked, the patient must fill in this field before submitting |
Description | Optional help text or extra information |
c. Click Add, then click the X to close the field window.
d. Repeat to add as many fields as you need.
Tip: To add a field between two existing fields, hover between them and click the + icon.
Fields are saved as you fill them in. Clicking the X doesn't delete the field. It just closes the window, and the field shows on your form.
Step 3: Choose a field type
Field type | What the patient sees |
Single-Line Text | A box for a short answer, one or two words |
Multi-Line Text | A larger box for longer answers |
Date Picker | A calendar to choose a date |
Label/Instructions | Text only, usually instructions at the start of the form |
Section Heading | A title for a section, such as "Insurance Information" |
Spacer | Blank space on the form |
Check Box | A single checkbox, for example "By checking this box, I agree that I have read the above statement" |
Drop-down List | A dropdown menu. The patient picks one option. |
Radio Button List | A list of options with round buttons. The patient picks one option. |
Check Box List | A list of options with checkboxes. The patient can pick more than one. |
Star Rating | 1 to 5 stars to choose a rating |
Signature | A space to sign with a mouse, or with a finger on a mobile device |
Image Upload | A button to upload a photo or image, up to 10 MB |
Link | A link the patient can click |
How do I add answer choices to a list field?
For Drop-down List, Radio Button List, and Check Box List, type the answer choices in the Values box, one per line.
How do I edit, delete, or move a field?
After you create a field, you can:
Edit it
Delete it
Move it to a different spot on the form
What can I do after I save my form?
Click Save at the bottom of the window. Each saved form gets its own link (URL).
After saving, you can:
Option | What it does |
Edit Form | Make changes to the form |
Send Form | Send the form to a patient from the Forms Dashboard |
Print Form | Print a paper copy |
Duplicate Form | Make a copy of the form |
Form link | Share the form's link on your website, or by text or email |
Note: Forms completed from the link go to your Inbox, but they don't show on the Forms Dashboard. To track a form's progress, send it with Send Form.
Important: Always click Save, or your form won't be saved.