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Conditional forms let practices dynamically show questions in intake and post-visit forms based on a patient’s responses to other questions. This lets a single form serve multiple purposes, gather additional detail around specific areas, or gate information based on responses.

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Accessing conditional forms

Conditional forms are created in the Templates section under Utilities. Templates section under Utilities Click + Create New Template to create a new form with conditional questions.

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Creating a conditional form

Conditional questions can be added after any supported trigger question. Any question that follows a supported question type shows a Conditional Question checkbox. Once checked, select the trigger question and the trigger response that should reveal the conditional question.
Currently, only Single-Choice and Yes/No question types are supported to trigger a conditional question.
Marking a question as conditional and choosing its trigger Once a question is marked as conditional, it won’t appear in the patient’s form until the correct response is given to the trigger question.

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Filling out conditional forms

When patients receive a conditional form, they access it the same way as any other form. Conditional forms can be sent through Outreach Flows, Patient Workflows, or a specific appointment’s intake forms. After authenticating into the form, patients fill it out normally. Once they select a conditional response to a trigger question, the new conditional questions appear automatically. Changing their response to a non-conditional response — or to a different conditional branch — updates which questions appear. Conditional questions appearing as the patient answers

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Reviewing conditional form responses

Conditional form responses appear in the patient’s Attachments section like any other form response. The PDF of the patient’s responses includes all questions, but only shows responses to the questions that were surfaced to the patient. Conditional form response PDF in the patient's Attachments section

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FAQ

Only Single-Choice and Yes/No questions can act as trigger questions. A conditional question can be added after any question that follows one of these supported types.
Conditional forms are sent the same way as any other form — through Outreach Flows, Patient Workflows, or a specific appointment’s intake forms.
The form updates as they answer. Selecting a non-conditional response, or a different conditional branch, changes which conditional questions appear.
The PDF includes every question in the form, but only shows responses to the questions that were actually surfaced to the patient.