Personalize your patient's experience filling out forms by showing questions based on the previous answered questions in the form.

Add Conditional Logic

To apply conditional logic, a form must contain more than one field.

  1. While editing or creating a form, find the field you would like to have conditional logic. Make sure any fields you would like to make conditional are also added
  2. Click Add Condition in the bottom right corner of the field box you would like to add conditional logic to
  3. Use the dropdowns to fill out the If the answer is, Then, and Field boxes

    Tip: You can choose multiple fields to make conditional.

  4. Click Save Form when finished editing. You can also Preview the form in the top right corner to make sure your conditional logic is acting as you want

The field that has been made conditional (the one chosen in the condition dropdown) will be hidden unless the patient chooses the correct answer to show the fields.

Examples

Insurance Information

To collect insurance details only from patients who have insurance, add a Yes/No Question Element and change the title to “Do you have insurance?” Make sure to add any questions a patient with insurance will need to answer, such as Policy Holder Name, Group Number, Insurance Id, etc.

Click Add Conditions in the new Yes/No Question field. The dropdowns should look as follows:

  • If the answer: Is equal to
  • Value: Yes
  • Then: Show
  • Field: Policy Holder Name, Group Number, Insurance Id

Click Preview in the top right corner to see if the form works how you would like.

Gender

If you would like to collect information based on the gender of the patient, you would add the Gender field to your form. You would also need to add whatever questions a patient would need to answer based on their gender (such as pregnancy history).

Click Add Conditions in the Gender field. The dropdowns should look as follows:

  • If the answer: Is equal to
  • Value: Female
  • Then: Show
  • Field: Pregnancy History

In this case, if someone answers Female to the Gender field, the Pregnancy History field will pop up.

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