Create a Dynamic Form: Client, Case or Organization (My Clients Plus 3.0)

  Permissions: You must have Therapist Permissions or higher. 

Dynamic Forms allow you to collect and store supplemental data in My Clients Plus.  Information or data entered in a Dynamic Form cannot be pulled into My Clients Plus sections (i.e. demographics, reports, etc.) and information in My Clients Plus cannot pre-populate in a Dynamic Form. Dynamic Forms truly exist as a way to store extra or supplemental Client information.

Once a Dynamic Form is created, an Organization Administrator can copy it over to the Client Portal. The form will be added to the Intake Form packet Clients complete in their Client Portal. 

NOTE: You cannot upload your own intake forms at this time. You must either create a new dynamic form or edit existing forms.

Jump to Section [Create Dynamic Form] [Field Descriptions] [Dynamic Field Descriptions] [Fields Displayed]

Create a Dynamic Form: Client, Case or Organization

1. Click Dynamic Forms tab in primary navigation bar.
2. Click New Form button.
   
3. Enter Form Name.
4. Select the Form Type being used.
5. Select Form Use:
   • I need to use this form once per Client - Only a single copy of this form is used and updated. There will only be one copy of this form filled out per Client. You can edit the form but you cannot create a duplicate entry.
   • I need to use this form multiple times per Client - A new copy of this form is used/updated every time e.g. a new form is created and saved per client visit.
     
6. Select to display Form with 1 or 2 columns.
7. Click and drag appropriate element to add to Dynamic Form. See descriptions below.
8. Drag elements to desired order.
9. Click Save Form when complete.
   
   

[Back to Top]

Regular (Customizable) Elements

Form fields allow you to request information from the Therapist/Client when they are filling out the Form. Regular Form field are purple. See below for Dynamic Fields.

[Section Header] [Short Answer] [Paragraph Answer] [Check Box] [Dropdown] [Text Box]

A. Section Header 

Add a headline/title for a section or field. Section Headers appear bolded in form. 

B. Short Answer

This adds a field for short answers. Text box is for one word answers such as email address, date, number or URL. Dashes and special characters are not allowed in text boxes.

NOTE: You cannot have duplicate or same name text boxes. Example: Phone number. You must use differentiators such as Mobile Phone number, Work Phone Number, Home phone number, etc.

C. Paragraph Answer

Paragraph Answer adds a field for longer answers. You cannot limit the amount of information that you can enter. This for larger explanation type answers.

D. Check Box

This allows you to add selectable options. Users can select multiple check boxes. You can drag and drop options to desired order.

E. Dropdown

Dropdown allows you to add a multiple choice selection. Add dropdown responses in the order you would like them displayed to Client.
Select checkbox if you would like to make this a required field.

F. Text Box

Text Box allows you to enter form text such as instructions or information. Text boxes do not require action. Copy and paste any text in. Hit enter to create space/paragraphs within the text.

[Back to Top]

Dynamic Form elements

Dynamic Form Elements pull information from My Clients Plus into the Form for you. For example, you can insert a Client Full Name Dynamic Dynamic Form Element and My Clients Plus will pull the Client Name into the Form for you. Currently this is one way (from My Clients Plus to the Dynamic Form) but we are continuing to expand our Dynamic Fields options and the way the operate.

The following are Dynamic Fields (indicated by being grayed out):

• Client Full Name
• Client Email
• Client Mobile Number
• Client ID Number
• Client Date of Birth
• Client Address

What it looks like while creating:

What it looks like in the Form:

[Back to Top]

Dynamic Forms Elements Displayed

1. Dynamic Fields
2. Regular (customizable) Fields