Add the Multiple Choice Form Element

To create a form template, in the top-left corner, select Create New → Form.

To create a SOAP note template, select Create New → SOAP Note.

To edit an existing form, select Action → Edit.

To duplicate a form, select Action → Duplicate.

Under Options, enter the name of your first option.

To add more, select Add Option, then enter a name.

To reorder, select Move and drag it to a new position.

To remove an option, select X.

To align the options, choose Horizontal or Vertical under Align Questions.

To make this element required, turn on Required Field.

To save the customer's selection as a General Tag on their profile, turn on General Tag.

To switch to Choose One or Dropdown, select an option in the Question Type list.

To save this form as a draft and publish it later, in the top-right corner, select Save as Draft.

This form is saved in form management and can be published at a later time.

To see a preview of your form and how it'll look for your customers, in the top-right corner, select Preview.

You can select the Computer , Tablet , or Phone icon to see how your form will look on each device.

To publish your form, go to Settings, then in the top-right corner, select Publish.

Your form is saved in form management.