Forms
Zdrovia includes a full-featured form builder that lets your clinic create custom forms for patient intake, visit documentation, consent collection, and more. Forms are built once and can be assigned to treatments or required for all patients.
Overview
Forms in Zdrovia serve several purposes:
| Form Type | Where It Applies | Submitted |
|---|---|---|
| Default Patient Forms | All patients (clinic-wide) | Once per patient |
| Treatment Forms (Intake) | A specific treatment | Once per enrollment |
| Visit Forms | A specific visit | Each appointment |
| Ad-hoc Forms | Added manually on demand | As needed |
The Forms List
Navigate to Forms in the sidebar to see all forms created for your clinic.
Each form card shows:
- Form name
- Description (if set)
- Date created
- Last modified
Actions from the list:
- Create new form — click “New Form”
- Edit a form — click the form card or select Edit from the menu
- Delete a form — select Delete from the card menu (requires confirmation)
Creating a Form
- Navigate to Forms in the sidebar
- Click New Form
- A new blank form opens in the form editor
The Form Editor
The form editor is a drag-and-drop interface for building form fields and structure.
Form Settings
At the top of the editor:
- Form name — the title shown to staff and patients
- Description — optional context or instructions for the form
Form Components
The form builder uses a schema-based component system. You can add the following types of fields:
| Component | Description |
|---|---|
| Text Input | Single-line text entry |
| Textarea | Multi-line text entry |
| Number | Numeric input |
| Select / Dropdown | Choose one option from a list |
| Multi-select | Choose multiple options |
| Checkbox | Single true/false checkbox |
| Checkbox Group | Multiple checkboxes with labels |
| Radio Group | Choose one from a set of radio buttons |
| Date | Date picker |
| Signature | Capture a drawn signature |
| File Upload | Allow the patient to attach a file |
| Heading | Static text heading (not a field) |
| Paragraph | Static descriptive text (not a field) |
| Divider | Visual separator between sections |
Adding Fields
- In the form editor, use the component panel to select a field type
- Drag it into position in the form layout, or click to append it
- Configure the field:
- Label — what the user sees
- Placeholder — hint text inside the input
- Required — whether the field must be filled before submission
- Options — for dropdowns, radio groups, checkboxes: define the list of choices
Reordering Fields
Drag any field up or down in the editor to reorder it. The order in the editor is the order shown to the user.
Deleting Fields
Select a field and click the delete icon to remove it from the form.
Saving the Form
Click Save to save the form to the server. Forms are versioned — each save creates a new revision of the form definition.
Publishing
Published forms are accessible via the patient portal. Drafts are visible to staff only. Toggle the publish state in the form editor to control patient access.
Importing from PDF
Click Import PDF to upload a PDF document and automatically generate form fields from it. Zdrovia will parse the PDF structure and create appropriate field types. You can then review and adjust the generated fields before saving.
This is useful for:
- Digitizing existing paper forms
- Converting PDF templates from regulatory bodies
- Onboarding forms originally designed in word processors
Form Submissions
When a patient or staff member fills out a form, Zdrovia creates a Form Submission. Submissions are stored against the relevant context:
- Patient Treatment — if filled in the Intake tab
- Visit — if filled in the Visit tab
- Patient (default) — if filled from the patient profile’s Forms tab
Submission Revisions
Every time a form is submitted or updated, a new revision is created. Previous revisions are never deleted. This means you always have a complete history of how a form was filled at any point in time.
From the form dialog:
- A revision selector dropdown appears if there are multiple submissions
- Each revision shows: revision number, date submitted, who submitted it (staff or patient), and the action taken
- You can view any historical revision by selecting it from the dropdown
Who Can Submit
Forms can be submitted by:
- Staff — from the treatment or patient page inside Zdrovia
- Patients — via the patient portal (for published forms)
The submission record tracks who submitted and when.
Assigning Forms to Treatments
Forms are assigned to treatment templates so they are automatically required for all patients enrolled in that treatment.
Treatment Forms (Intake)
These forms are required once when a patient starts the treatment.
To assign:
- Navigate to Treatments in the sidebar
- Open a treatment template
- In the Treatment Forms field, search for and add forms
- Save
Visit Forms
These forms are required at each visit for the treatment.
To assign:
- Navigate to Treatments in the sidebar
- Open a treatment template
- In the Visit Forms field, add forms
- Save — these forms will appear in the Visit tab for every new visit created for this treatment
Default Patient Forms
Default patient forms are required for all patients clinic-wide, regardless of treatment.
To configure default forms:
- Navigate to Organization settings
- Find the Default Patient Forms section
- Add or remove forms
These forms appear in the Forms tab on every patient profile.
The Form Queue
The Form Queue is a workflow tool for processing multiple forms in sequence without navigating away.
How It Works
- On a patient’s profile or treatment page, click Add to Queue on one or more form cards
- Forms are added to the queue (visible as a popover/indicator in the header)
- Click the queue indicator to open it
- Work through each form in the queue, submitting one at a time
- The queue advances to the next form after each submission
- Clear the queue when done
Rules:
- All forms in the queue must be for the same patient
- Adding a form that’s already in the queue has no effect (no duplicates)
- Resetting the queue clears both the forms and the patient context
The Form Queue is especially useful during patient intake sessions where multiple forms need to be completed back-to-back.
Tips
- Use Paragraphs and Headings components to add instructions and section breaks within your forms — these help guide patients through longer intake forms.
- The Signature component is essential for consent forms — it captures a drawn signature inline in the form.
- Form submissions are immutable revisions — you never overwrite data, you only add new revisions. This creates a complete audit trail.
- Visit forms reset for each new visit — the previous session’s submission is preserved as history, and a fresh blank form is presented for the new visit.