Form Structure Reference

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.

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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: 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.

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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.

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Question Types

Forms support these question types:

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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 > Clinical > 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.

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Collecting medical history as a checklist

Medical History fields use a long text box by default, but you can change that. Click the question, then pick a different Answer Type — choose Multiple Choice (Show All) to give patients a checklist of conditions to tick instead of a blank box, and list each condition under Options. This saves patients from typing out their history, and their selections still go straight to the patient chart. Fields in the other categories keep a fixed answer type, because those need a specific format to save correctly. Each condition the patient ticks becomes its own entry on the chart, so staff can read down the list and edit or remove one entry without retyping the rest. A patient who types into a text box instead creates a single entry, since that’s one answer in their own words. If a patient answers None, N/A or Unknown, no entry is added — those mean “nothing to report” rather than a condition by that name. Nothing already on the chart is removed either. An option labeled something like None of the above is treated as a normal answer and will be recorded, so name that option carefully. For questions patients tick, a submission adds to the chart and never clears it. If the patient ticks something they already reported last year, it stays as one entry rather than appearing twice. If they leave something out this time, it stays on the chart — a blank box usually means they forgot rather than that the condition went away, so removing an entry is left to you in the patient’s chart. Text boxes work the other way round, because the whole answer is one entry rather than one entry per condition. A patient’s new answer replaces what they wrote last time, so the chart shows their current wording instead of a stack of overlapping lists. Medications and Prescriptions work like a text box in this respect — each submission replaces the last, so the chart holds the latest list the patient gave you. They don’t look like a text box, though: both show a search box that suggests standard drug names and their strengths and forms, so two patients on the same medication record it the same way. Leave the answer type alone to get the search box; switching the question to a choice list or tag field turns it into an ordinary picker using the options you wrote.

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Keeping the subject with the answer on the chart

Some questions put the subject in the question name and leave the detail to the answer — “Family History: Stroke” with a list of relatives to pick from. On its own, that answer reaches the chart as just “Mother”, and staff can no longer tell what it refers to. Chart entry label fixes that. Click the question and enter the subject — for the example above, “Stroke”. Each answer is then saved to the chart wrapped in the label, so “Mother” becomes Stroke (Mother). Leave the field blank and answers are saved to the chart exactly as the patient selects them. The field sits under Answer Type, on the same Medical History questions whose answer type you can change. Answers of None, N/A or Unknown behave exactly as they do without a label — no entry is added, and nothing already on the chart is removed. If you rename the label later, entries saved under the old wording stay as they are. A patient answering the same thing again will save under the new wording, so you may see both until you tidy the older one.

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Patient Details in Form Text

You can write a patient’s own details into the wording of a form. Type @ where you want the detail to go and pick from the list — First Name, Full Name, Date of Birth, Phone Number and so on. There is also an Insert variable button above each field that takes them. The detail shows as a coloured tag while you are editing, so you always see which fields are filled in for you. The patient never sees the tag — they see their own information:

You write: I, @Full Name, born @Date of Birth, agree to treatment. The patient reads: I, Amelia Hartwell, born April 17, 1988, agree to treatment.

This works in the form description, section names, question labels, helper text, hint text, disclaimer text, document names and signature instructions. A few fields deliberately do not offer the @ list: The same @ list also carries a membership plan’s own name, price and terms, for agreements a patient signs when they enroll. See Membership Details in Forms.

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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:
  • 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.
  • Is At Least / Is Within Last — Only offered when the dependent question is a date. These compare how long ago the date was, in whole years: a date of birth “Is At Least 18” matches anyone 18 or older, and a last visit “Is Within Last 2” matches a visit inside the past two years.
• Value — The specific answer to compare against, or the number of years for the two date comparisons.

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.

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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 — the patient picks Yes or No, so a blank answer stays “no answer recorded” rather than being read as an opt-out. The two choices are fixed; you can reword the question, but not the options.

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

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Asking several questions about the same chart field

Medical History fields collect answers rather than replace them, so more than one question can point at the same field. You might ask two dozen separate Family History: <condition> questions and have every answer land in Family History, or add a “Vitamins and Supplements” question alongside your existing Medications question. Give each one a chart entry label so the entries can be told apart on the chart. Demographics and measurement fields work the other way: a second question mapped to the same field would overwrite the first, so the form editor only lets one question claim each of those.