Basics

There are a variety of question types that can be added to the form such as long text, drop down, multiple choice, checkbox, and more. The questions you add to the form can be mandatory or optional depending on the question and your requirements of the client when completing the form.

Heading

Adds a heading to the form. If you select the Gear icon, you can choose between Heading1, Heading2, and Heading3 hierarchies. 

Text

Allows an answer in text format in a single line text box.

Long Text

Allows an answer in text format in a single line text box.

Number

Allows a numeric answer.

Dropdown

Allows one answer to be selected from the preset options in the dropdown menu.

Multiple Choice

Allows multiple answers to be selected from the preset options listed out.

Checkbox

Allows the selection of 1 answer.

Date

Allows one date to be selected or entered.

Date and Time

Allows one date and time to be selected or entered.

Range

Allows one answer to be selected on a sliding range.

Rating Scale

Allows a Rating Scale to be selected.

Read-only Text

Does not allow an answer, but displays informational text instead. (Please note that you will need to use your device's keyboard shortcuts to paste any text in this field). 

Modules

There are a variety of modules that can be added to your form to better customize it to suit your needs. The module options offered are:

Intake Fields

Selecting this module will automatically add it to your form. Any intake information that client's provide when filling out the form will be logged to their client profile directly in Owl.

You can select the Gear icon in the bottom of the panel to customize the intake information you want clients to provide. The Intake Module is organized into four sections: Contact, Address, Emergency Contact, and Other. By default all of the intake components have been selected and set to Required.

Agreement & Signature

Selecting this module will allow you to prompt the client for their electronic agreement and signature acknowledging any terms you've outlined in the text field provided and verifying that the information they've provided is accurate.

Address

This module can be used to prompt the user for any additional addresses you'd like to know about. Please note that the addresses provided by your clients in this module will not be saved to the client's profile. You must use the Address fields in the Intake module if you want to have an address saved directly to the client profile.

Phone

Similar to the Address module, the Phone module can be used to prompt users for additional phone numbers you may need to request. Please note that the phone numbers provided by your clients in this module will not be saved to the client's profile. You must use the Phone fields in the Intake module if you want to have a phone number saved directly to the client profile.

Terms and Conditions

This module can be used to add in a Terms and Conditions component to the form. It is a section element that allows you to outline your clinic and service policies in full for clients to review and agree to before completing the form.

Page Elements

There are two page elements you can add to forms:

Section

This element will allow you to create unique sections within the form and group questions within it. You can select the Section page element to add it to the form and then create a section title. Questions you've added to the form can then be moved into the section by selecting the arrow icon and then selecting a section to move it to:

Once the questions have been added into your section, you'll be able to see how they're arranged within that section by selecting the Gear icon on the section element:

You can select the Gear icon on each question to continue editing it if needed. You can also select a question in your section and drag and drop it to reposition it in relation to the other questions.

Page Break

This element allows you to create where you'd like the page breaks to happen for longer forms. If you regularly print out or generate PDF copies of the form, you can use the page breaks to ensure that the form is laid out the way you prefer for printing.

Once you've added all of the Questions, Modules, and Page Elements your form needs you can select the Preview button in the top right hand corner of the page to see what it looks like and get a sense of how it'll be presented to your clients before you save it.