14.11. Adding Fields to a Template

Template Fields

To add a template field such as a textbox, checkbox, signature field, or date, follow these steps:

Adding the template:

1. Go to Settings > Templates.
2. Upload your document file by clicking Select your template file.
3. Give your template a name, such as Surgical Consent Form.
4. For special templates, such as a consent form, HRW, or a Take Home Template, click the corresponding checkbox.
5. For consent and take home documents, assign the corresponding appointment type. Note: You can only create one of each of these per appointment type.

Adding the field:

1. Click and drag your mouse where you want the field to go.
2. A textbox will appear by default. If you want to change the field type, such as changing it to a signature box, click on the field.
3. Select the field type from the dropdown menu.
4. If it should be a required field, tick the Field is required box.
5. Once all fields are added, save your template.

Demonstration