Forms
Create and customise forms using the Form Builder feature. Published forms will be available for use in the Forms feature.
Form Builder
Form Builder Overview
This article provides an overview of the Form Builder tool on the StoriiCare platform. We will examine each component in the Form Builder's toolbar, d...
Form Builder Shortcuts
For experienced users of StoriiCare, utilizing keyboard shortcuts can significantly enhance efficiency while working with the Form Builder. Below is a...
How to Add a New Form Template
The Form Builder feature in StoriiCare empowers users to create and customize their own forms efficiently. This document provides a comprehensive guid...
How to Duplicate a Form Template
Duplicating form templates is an efficient way to streamline your workflow, particularly when dealing with forms that share a similar structure. This ...
How to Remove a Form Template
In the event that a form has been created by mistake, is outdated, or is no longer in use, you have the option to unpublish the form. Unpublishing a f...
How to Use a PDF Form Background
StoriiCare’s Form Builder lets you overlay digital fields onto an uploaded PDF background. This is ideal for digitizing pre-existing paper forms such ...
How to Organize & Categorize Forms
In StoriiCare, the Forms feature provides staff members with access to a wide array of forms, which can number in the dozens or even hundreds. To faci...
Permission Settings for Forms
StoriiCare’s Form Permission Settings provide an essential layer of control over who can view submitted forms. For example, sensitive forms like staff...
How to Create a Table in Form Builder
Creating a table in StoriiCare’s Form Builder allows you to present data in a structured, easy-to-read format—ideal for capturing daily logs or rows o...
Creating a Point-Based Assessment (Matrix Calculator)
The Matrix Calculator component allows clients to create custom scoring systems within forms or assessments on StoriiCare. This is especially valuab...
Using Checkboxes in Forms
Checkboxes are an excellent choice when you need users to select multiple options or “check all that apply” within a form. To add and configure checkb...
How to Set a Field as 'Required' on a Form
This article provides a comprehensive guide on how to mark certain components as required fields in the Form Builder. By ensuring that specific fields...
Customizing the Radio Buttons Component
Radio buttons are designed for single-select questions, making them ideal for simple choice scenarios such as Yes/No or True/False questions. I...
Customizing the Dropdown Component
The Dropdown component is a versatile tool that enables users to select from a predefined list of options within a form. It can be configured as a ...
Customizing the Date & Time Component
The Date & Time component allows users to easily select a date, time, or both within a form. It’s ideal for scheduling, tracking, or timestamping en...
Text Input & Rich Text Components
The Text Input component is best utilized when the goal is to allow users to input specific information directly into a text box. This component is id...
How to Add and Use Dropdown Menus in Form Builder
Dropdown menus in StoriiCare’s Form Builder allow you to standardize form inputs and guide users to select from predefined options—ideal for diagnoses...
How to Add & Enable Drawing on Images in a Form
StoriiCare’s Form Builder lets you add custom images to your forms and enable drawing on them. This is especially useful for body maps, pain charts, o...
How to Make a Form Shareable (External Forms)
StoriiCare allows you to create external forms that can be shared with individuals outside of your organization—perfect for collecting information f...
How to Populate a Face Sheet using Form Builder (Linked Properties)
In StoriiCare, you can automatically populate a participant's Face Sheet with data captured in forms by using Linked Properties when creating the fo...
How to Remove Business Information or Participant Information from the Form Header
This article provides guidance on how to customize the information displayed at the top of each form entry in StoriiCare. By default, certain details ...
Forms
Forms Overview
The Forms feature on StoriiCare is an essential tool that houses all published form templates. It serves as a platform for staff to complete forms on ...
How to Edit or Update a Form Entry
StoriiCare allows users with the right permissions to edit or update completed form entries. This is helpful for correcting errors, adding missed info...
How to Delete a Completed Form
In StoriiCare, submitted form entries are saved to each individual’s record for auditing and review. However, there may be occasions—such as duplicate...
Form Entries Download Options in StoriiCare
Efficient access to and sharing of form entries is essential for quality care, audits, and record keeping. StoriiCare offers flexible form download op...
How to Edit a File Name / Form Entry Title
In StoriiCare, each form entry is automatically given the title of the form template. To make entries easier to identify (e.g., by content or context)...
Marking a Form as Completed
Marking a form as Completed in StoriiCare helps your team distinguish between forms that are in progress and those that have been finalized. This fe...
Striking a Form
In StoriiCare, managing documentation efficiently is essential for quality assurance and regulatory compliance. Once a form has been marked as complet...
How to Enable Form Notifications via Workflows
Receiving timely alerts when forms are submitted is key to effective communication and workflow management in StoriiCare. With the Workflows feature...
When A Signature Box Locks to the Wrong Staff Member
Occasionally, a signature box on a StoriiCare form may lock to the wrong staff member—often due to someone unintentionally interacting with the box wh...