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Template Field

What this sheet is for

Section titled “What this sheet is for”

This sheet edits one field of your patient form template. A field has a Label, a Type, an optional Required toggle, and (for select fields) a list of Options.

How to get here

Section titled “How to get here”
  • On the Patient Form Template screen, tap a field to edit it, or tap Add Field to create one.

What you can do

Section titled “What you can do”

Define the field

Section titled “Define the field”
  1. Enter the Label (the name shown on the patient form).
  2. Choose the Type:
    • Text: a single line of free text.
    • Long text: a multi-line text area.
    • Number: numeric input.
    • Date: a date picker.
    • Yes / No: a yes-or-no choice.
    • Select: a choice from options you define.
  3. For Select fields, add at least one option under Options: tap Add Option, type the value, and drag to reorder.
  4. Toggle Required if the field must be filled in when creating a patient.
  5. Tap Add (new field) or Update (existing field).

Remove the field

Section titled “Remove the field”
  1. Tap Remove Field at the bottom of the sheet.
  2. Confirm the removal.