Configurable Digital Forms
Build custom digital forms for patient feedback, medical histories, surveys, and internal clinic data collection.
Updated
Configurable Digital Forms
Why It Matters
Every clinic has unique needs, from collecting patient feedback to recording clinical histories or internal surveys.
The Configurable Digital Forms feature in Medicasimple allows you to create fully customized digital forms for any purpose, without depending on a developer or third-party tool.
Whether you need an anamnese form, a customer satisfaction survey, or a custom questionnaire, this feature lets you design, distribute, and collect responses in one place; directly inside the Medicasimple platform.
What You Can Do
Create custom digital forms for patients, staff, or clinic processes.
Use multiple question types; text, multiple choice, checkbox, or rating scale.
Design your own form header and description, with full text formatting.
Export collected answers for analysis or reporting.
⚙️ How It Works
1. Accessing the Form Builder
Go to Settings → Forms.
Click the “+” button under Form Templates to create a new digital form.
2. Creating a New Form Template
Add a Form Header, this will appear as your form’s title.
Choose a Form Type from the dropdown menu:
Anamnesis: for collecting medical or dental history.
Customer Experience: for patient satisfaction or service feedback.
Other: for any custom use case, such as internal surveys or follow-ups.
Add an optional description under the header for form instructions or explanations.
3. Adding Questions
Click the question block and select the desired input type:
Multiple Choice – for predefined options (e.g., “How did you hear about us?”)
Checkbox – for multiple-selection answers
Text – for open-ended or descriptive input
Rating Scale – for scoring experiences or satisfaction levels
Each question can include:
A title or short label
(Optional) A toggle to Save Answer to Patient Card, linking the response directly to the patient’s file
You can also enable a Signature field at the end if you want the patient to acknowledge or approve the form content.
4. Collecting and Managing Responses
Once published, your form can be shared with patients or filled out internally by staff.
Collected responses can be viewed in real time and exported for reporting.
If you’ve linked the answers to patient cards, they’ll automatically appear within the respective patient profiles.
Best Practices
Keep your questions short, clear, and grouped by topic.
Use rating scales for measurable feedback (e.g., service satisfaction, pain level).
Include a signature field when using forms for informed consent or feedback verification.
Regularly review and update templates to keep them aligned with your clinic’s workflow.
Permissions
Only users with Form Management rights can create or edit templates. Other users can fill out or send forms depending on their assigned roles.