The Form Builder in TherapyPM allows practices to create, customize, and manage forms for Patient Intake, Staff Intake, and Session Notes. With our new Form Builder, you can upload an existing PDF document, automatically detect fillable fields, customize them, and assign the form for use within TherapyPM.


This article walks you through how to access the Form Builder, upload and customize a form, send it to recipients, and assign its usage within the system.


Video Walkthrough

Watch the video below for a step-by-step walkthrough of the New Form Builder.


 

Navigation



  1. Navigate to Settings from the left navigation menu.

  2. Select the Form Builder tab.

You will see two available options:

  1. Old Form Builder – Create forms from scratch without a base document by adding and managing custom fields.

  2. New Form Builder – Upload an existing document (PDF) and convert it into a fillable form within TherapyPM.

This article focuses on the New Form Builder option.

Creating a Form Using the New Form Builder

  1. Select the New Form Builder option.

  2. You will be redirected to the Form Building Portal.

  3. Click Upload New Document and upload your existing PDF form.

Once uploaded, you will be directed to the form-building page.

Auto-Detecting and Customizing Fields


  1. Select the Auto Detect Fields option.This feature automatically identifies and adds all fillable fields from the uploaded document.

  2. Review the detected fields.

  3. Make changes as needed or add additional fields using the field options available on the left panel.

  4. Drag and drop fields to your desired location on the form.

Once all edits are complete, click Save to finalize the form.

Sending and Managing the Saved Form

After saving the form, you can:



  1. Use Send to Recipient to send the form directly to a recipient.

  2. Copy the Form Link and share it manually.

  3. Archive the form for later use.

  4. Clone the form to create a duplicate and modify it as needed.

Assigning the Form Within TherapyPM

  1. Navigate back to Settings -> Form Builder.

  2. Locate the saved form.

  3. Select the Edit option.

  4. Assign how the form should be used in TherapyPM:

    1. Session Note

    2. Patient Intake

    3. Staff Intake

  5. Update your changes.

The form will now be available based on the assigned usage.