Overview
The Form Builder in TherapyPMS allows users to create customized intake, session, or documentation forms that suit their practice's needs. This drag-and-drop tool lets you build forms by placing fields into the central layout area and configuring each as needed.
How to Access
Navigate to Settings > Form Builder
Click Create New Form
Enter a Form Title
Select a Form Type (e.g., Behavior Therapy, Mental Health, etc.)
Begin building your form by dragging fields from the right-side panel to the center area labeled "Drag a field from the right to this area"
Available Field Types and Their Purpose
| Field Type | Description |
|---|---|
| Autocomplete | Allows users to search from a list of predefined values. |
| Button | Adds a clickable button; useful for submitting or navigating forms. |
| Checkbox Group | Displays multiple options with checkboxes. Users can select more than one. |
| Date Field | For selecting a date using a calendar picker. |
| File Upload | Enables clients or staff to upload documents or images. |
| Header | Adds a title or heading text to separate sections. |
| Hidden Input | A non-visible field that stores preset values for internal use. |
| Number | Accepts numeric input only. Useful for quantities or scores. |
| Paragraph | Adds text for instructions or descriptions. Non-interactive. |
| Radio Group | Displays a list of options where only one can be selected. |
| Select | A drop-down menu for single-choice selection. |
| Text Field | Short, single-line input for names or titles. |
| Text Area | Multi-line text input for comments, feedback, or narratives. |
Field Action Icons
Each field added to the form includes four action icons in the top-right corner:
| Icon | Function | Description |
|---|---|---|
| ✎ | Edit | Opens settings to change the label, make it required, or adjust details. |
| ❌ | Delete | Removes the field from the form. This action cannot be undone. |
| ⬆️ | Move Up | Moves the field one position upward in the form layout. |
| ⬇️ | Move Down | Moves the field one position downward in the form layout. |
Tips for Effective Form Building
Use Header and Paragraph fields to clearly section and label your form.
Place required fields thoughtfully to improve data collection.
When setting up options for fields like checkboxes, radio groups, or select menus (e.g., “Yes,” “No,” or multi-select choices), ensure that both the label and value fields are filled in. This guarantees that selections save and display correctly.
Click Save regularly to prevent data loss.
For more complex formatting or logic, contact support for assistance.