Staff Portal Form Builder Series

Session #1

Form Essentials: Build, Publish, Use

Whether you’re new to ClinicTracker or looking to enhance your form-building skills, this session will guide you through the essential skills you'll need to create and configure your custom forms

• Types of Forms: Discover Patient Forms, Staff Forms, and more!
• Form Details & Configuration: Customize settings to fit your needs.
• All Field Types: Learn to create and use different field types.
• Key Properties: Understand essential properties.
• Publishing the Form: Make your form live and ready to use.
• Using Your Form: Locate your form, create and print records.

This Series is perfect for clinic leaders and staff looking to build or update forms using Form Builder in the Staff Portal.

Staff Portal Form Builder Series

Session #2

Save Time with Smarter Tools

Building on the basics you learned from Session 1, this session will show you how to use ClinicTracker’s Form Builder to create intelligent, time-saving forms that make your staff’s lives easier. Learn to leverage auto-population, simple formulas, and signature features to enhance efficiency. 

• Connect Data Effortlessly: Use Data Sources and Reference Controls for smart forms!
• Display and Require Fields Dynamically: Use Visibility Formulas
• Create Polished Designs: Craft Formatted Rich Text Content 
• Sign with Confidence: Add Staff and Patient Signatures for easy, secure approvals.
• Pull in Patient Info: Grab details from the current Patient Contact Record seamlessly.
• Progress Note Efficiency: Include DSM and Treatment Plan details

This hands-on webinar is perfect for ClinicTracker users looking to optimize forms, reduce manual work, and boost staff productivity. Don’t miss this chance to make your forms work smarter! 

Staff Portal Form Builder Series

Session #3

Form Design Best Practices

Building on Sessions 1 and 2, our experts will share their top tips and strategies for designing efficient, future-proof forms in ClinicTracker’s Form Builder. Learn how to create smarter forms that enhance workflows, integrate seamlessly, and avoid common pitfalls to make your staff’s lives easier. Webinar Details:

• Choosing the Right Controls: When to use Repeating List, Grid View, List View,  Dropdown.
• Future-Proofing Your Forms: Design with Workflows and Reports integration in mind.
• Avoiding Common Mistakes: Discover pitfalls clinics often encounter when building forms.
• Handling Larger Forms: Key considerations for managing complex, multi-page forms.
• Editing Existing Forms: Steps and precautions for changes

This webinar is perfect for ClinicTracker users who want to design professional, efficient forms that streamline operations and avoid headaches.