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Every form is organized into blocks and questions. A block is a section of your form (like “Personal Info” or “Medical History”), and inside each block you add the questions patients answer. This page is a reference for everything you can use when building a form.
Save time with automatic record updates: When you use Demographics, Medical History, Measurements, or Payment Methods fields, the patient’s answers automatically update their record in Decoda. For example, if a patient enters their address or weight on the form, it’s saved to their chart — no manual data entry needed. See Patient Data Mapping below for the full list of fields that can auto-update.

Block Types

A block is a named section within a form. Each block has a type that determines its behavior. When you click Add Section in the form editor, you can choose from four types:
Use Demographics, Medical History, and Payment Methods blocks when you want form answers to automatically update patient records. Use Custom Section (Dynamic) blocks for everything else — custom questions, consent language, screening tools, etc.
A Payment Methods block has one form-level setting: Require a saved card before the form can be submitted. Turn it on to block submission until the patient enters a card; leave it off to make the card optional. The patient sees card and bank transfer entry — Apple Pay is hidden on save-card flows since Apple Pay tokens can’t be stored for later use.

Reordering Blocks and Questions

Both blocks and questions within a block support drag-and-drop reordering. Grab the drag handle on a block or question and move it to a new position. This lets you arrange your form in the order that makes most sense for your patients.

Question Types

Forms support these question types:

The Field Palette

The form editor has a left sidebar called the field palette that organizes all available fields into categories. Click any field to add it to the currently selected section. Fields in the Demographics, Vitals, Measurements, Measurement Groups, Medical History, and Marketing categories are linked to the patient record — when a patient submits the form, their answers update the matching area on the patient chart. Measurement questions show the linked measurement name as a read-only label; rename it in Settings > Measurements. Measurement fields use the best matching question type. Numeric fields show number inputs, text fields show short text inputs, fields with options show a choice list, and multi-value fields show multiple choices or tags.

Conditional Logic

You can set up questions that only appear when the patient gives a specific answer to another question. This keeps forms short and relevant — patients only see what applies to them. How to set it up: Each condition has three parts:
  • Dependent Question — The earlier question whose answer controls visibility.
  • Operator — How to compare the answer. The form editor shows three operators:
    • Equals / Not Equals — The answer matches (or doesn’t match) a specific value.
    • Contains — The answer includes a specific value. Useful when the patient can pick multiple options.
  • Value — The specific answer to compare against.
Additional operators (Years Ago Minimum, Years Ago Maximum, and Sum) may appear on forms set up by Decoda support or imported from another system. These are used for date-based age checks and calculated score thresholds.
You can add multiple conditions to a single question to create more complex rules (all conditions must be true for the question to appear). Example: You have a “Do you have any allergies?” yes/no switch. When the patient answers Yes, a follow-up “Please list your allergies” question appears. The condition would be: Dependent Question = “Do you have any allergies?”, Operator = Equals, Value = Yes.

Patient Data Mapping

When building a form, you can link questions to specific fields on the patient’s record. When the patient submits the form, their answers automatically update those fields — no manual data entry required. This means a single intake form can fill in a patient’s demographics, measurements, insurance, medical history, and payment method all at once. Available fields that can auto-update: Demographics:
  • First name, last name, email, phone number, date of birth, gender
  • Full address (street, city, state, ZIP, country)
Measurements:
  • Weight, height
  • Custom measurement fields added from Measurements
  • Fields included through Measurement Groups
Medical History:
  • Allergies, medications, family history, medical history, prescriptions
  • Surgical history, social history, autoimmune disorders, skin conditions, neurological conditions
Marketing:
  • SMS Marketing Opt-In, Email Marketing Opt-In
Consent:
  • AI Scribe Consent — lets a patient opt in or out of AI Scribe recording
Payment:
  • Credit card / payment method
E-Prescribing:
  • Pharmacy — saved with the submitted form and sent to DoseSpot when the patient is synced to e-prescribing