Registration Form Library

Overview

The Form Library gives you prebuilt standard registration and survey forms you can install into your account, then edit and customize instead of starting from scratch. It's best when you want a ready-made starting point for common forms such as PHQ9, OPS, HAQ, Digital Messaging Consent, Patient Satisfaction Survey, or Patient Intake Form. Once installed, a form becomes part of your normal registration setup and can be edited like any other form.

Before you begin

• Access to Config > Registration.

Open the Form Library

1. Go to Config  > Registration.
2. Stay on the Forms tab.
3. In the top-right area of the forms screen, click Form Library.

Install a form

1. Open the Form Library.
2. Review the list of available standard forms.
3. Find the form you want to add.
4. Click Install next to that form.
5. Wait for the install to complete. The form is added to your account and appears in your Forms list under Configuration > Registration, where you can Edit, Open in Designer, Preview, Preview & Test, or Edit Assignments.

Customize an installed form

1. Go back to the Forms list.
2. Find the form you just installed.
3. Click Actions.
4. Choose Edit to update the form details, sections, or settings.
5. Choose Open in Designer to make more detailed layout or field changes.

Troubleshooting

• If a form shows an Installed tag instead of an Install button, then it's already in your account — go to the Forms list to edit it.
• If you're worried about changing a library form, then note that installing doesn't lock it. You can modify any installed form to match your workflow and requirements.