Creating Your Forms

This guide will walk you through the process of creating custom forms in the EMRG system, including all available form components and their uses.

📋 Form Component Behavior and Common Uses

Subtitle - Break up the form into sections with clear headings (e.g., "Personal Information" or "Payment Details").

Text - Collect short responses like names, email addresses, job titles, or comments.

Date - Capture specific dates such as birthdates, appointment times, or event deadlines.

Checkbox - Confirm user consent or agreement (e.g., "I agree to the terms and conditions") or allow optional selections like subscribing to a newsletter.

Select (Dropdown) - Let users choose a single option from a list, such as selecting a country, role, or payment method.

Multi-select - Allow users to choose multiple applicable options, like skills, interests, or preferred contact methods.

Radio (Single Choice) - Present mutually exclusive choices, such as "Yes" or "No," or choosing one preferred plan or service.

Text Block - Display instructions, disclaimers, or context using formatted text—ideal for section introductions or legal language.

Step-by-Step Process

1. Access Form Templates

Click "Form Templates" in the navigation to access the form management interface.

Form Templates

2. Create New Form

Click "Create New Form" to begin building a new form template.

Create New Form

3. Enter Form Name

Click the "Form Name" field to enter a name for your form.

Form Name Field

4. Type Form Name

Type the name of the form that will be displayed to users.

Form Name Entry

5. Create Form

Click "Create Form" to initialize your new form template.

Create Form Button

6. Edit Form

Click "Edit" to begin adding components to your form.

Edit Form

7. Add Component

Click "Add Component" to add a new field to your form.

Add Component

8. Select Field Type

Click which field type you would like to add to your form.

Field Type Selection

9. Configure Field

Type or enter data for the chosen field type (label, options, etc.).

Field Configuration

10. Set Required Status

Click this button to toggle whether the field is required or not for the patient to fill out to complete the form.

Required Field Toggle

11. Save Component

Click this button to save the component configuration.

Save Component

12. Save Form

Click "Save" to save your form with the new component.

Save Form

13. Create Component

Click "Create Component" to continue building your form with additional fields.

Create Component

14. Review Form List

Your form list should look like this with all your configured components.

Form List

15. Preview Form

Click "Preview" to see how the form will look to patients.

Preview Form

16. Preview Example - Basic Components

This is an example of how the preview looks. You can see what the following component types look like here:

• Form Name
• Subtitle
• Text
• Date

Basic Components Preview

17. Preview Example - Radio Component

You can see what the Radio component type looks like here.

Radio Component Preview

18. Preview Example - Selection Components

You can see what the following component types look like here:

• Multi-Select
• Radio
• Select

Selection Components Preview

19. Preview Example - Multi-Select

You can see what the Multi-Select looks like here.

Multi-Select Preview

What Happens Next

Your created form will be available for use with patients. You can assign forms to appointments, embed them on your website, or use them for patient intake processes. The form will collect responses that you can view and manage through the EMRG system.

For additional support with form creation and management, contact our support team at support@joinemrg.com.