On Jotform:
- Go to JotForm.com and create an account.
- Logon and click Create Form in upper left corner.
- Choose Start from scratch or Use a template. In this scenario, we will start from scratch.
- Select your Layout
- Classic form - All questions on 1 page.
- Card form – Single question per page.
- Click on “Drag your first question here from the left”. That opens Form Elements on the left where you can select and drag the fields you want on your form.
NOTE: Only fields that exist in your database will import!
- Once you have your fields selected, it is time to link them.
- Highlight the first field and click on the gear icon to the right of the box.
- Select Advanced in the properties.
- Scroll down and click the down arrow next to Field Details.
- In the Unique Name field, type the corresponding name from dbo.JotFormKeywords table (from spreadsheet), Field name. For example, in this scenario the field is called Name and includes first and last name so you would type PatientName in the Unique name field.
- Do this for all the fields you selected on your form.
- When all fields are linked to the database fields, click Publish at the top of the screen to save your form.
- Copy the link to the form and email it to the patient or paste in the browser if patient is filling it out online.
- Patient fills out form and submits.
In PM
- Contact Tech Support to enable the implementation.
- Populate JotForm fields in Settings, Main, Jotform Integration.
1. Type the name of your form.
2. Copy the numbers from the link and paste it in JotForm Intake Form ID.
3.Copy the API Key from JotForm. Click the icon in the upper right, select Settings, then select API on the left to copy the API.
- Go to Tasks, Import from Jotform and the contents will import.
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