Accessibility Tool

Editing Forms

Free Changes

For both Starter and Essentials, we will complete up to 5 changes for free to each of our smaller forms (Appointment Request, Feedback, Prescription Refill, Refer a Friend, Doctor Referral) as long as these changes still reflect the initial purpose of the form. Changes to these forms are included for both packages post implementation as the client is unable to make adjustments to their forms and keep them ADA accessible due to current limitations with the form builder.

Examples of the changes that will be made for free:

  • Renaming the form (Feedback Form to Contact Us form)
  • Adding a question for the patient to indicate a location for their appointment request
  • Adding a question for the patient to indicate a provider for their appointment request

Importing a Form to the Local Form Library

A form must first be imported from the global library to the local library before it can be edited.

  1. Log in to the administration area of the website using your username and password.
  2. Once you have logged in, you will hover over the four colored dots in the left top corner of the screen and click "Forms Administration".

  3. When you click on Forms Administration, it will take you to Secure Form Library. You will see a listing of all the standard forms under the "Global Form Templates" area.
  4. **Please note that you should ONLY use those forms with “_2017…” at the beginning of them.

  5. When you see the form you want to install on your site, you will click the icon on the right hand side. It is listed under the action column.

  6. A window will pop up asking you to confirm that you want to copy this form to the local library. You will click "Confirm".

For in-depth instructions on editing the HTML of a form, see the Marking Up Your Own Form section of the Custom Forms page.

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