In this article, you will find how to add a note, radio buttons, checkboxes, drop-down menus, text fields, and conditional logic.
Important: This feature is only available to Admins. If you are not an EngagedMD administrator, an existing administrator at your clinic can grant you access. Please contact EngagedMD Support with questions.
Adding a Note
Adding a note allows you to leave instructions to the signer that they will see when completing their form. You can add a note by dragging the note field from the left side menu onto the form selecting which signer you want it to see and typing your desired instructions into the field. The sizing of the note can be tricky, but you can use the Format menu on the right side menu to adjust size and color.
Adding Radio Buttons
Radio buttons are used when signers need to choose only one option out of a group, such as
‘Yes’ or ‘No’ on a form. Drag the ‘Radio Button’ option from the left side menu and drop one on to each of the consent options. Click the “+” to add more than 2 options, but remember that the signer will still only be able to choose one answer. Important, keep in mind that you must click the “+” to add more options - if you drag a new radio button from the left side menu again, it will not be connected, so to speak, to the existing set.
Optional checkboxes allow signers to choose zero, one, or multiple options out of a group. Drag and drop the ‘Checkbox’ option from the left-side menu over to your consent and place it in the desired location. You can also use validation on checkboxes. This allows users to put rules around a group of checkboxes, such as signers must select ‘at least’ one option, but can select more than one. Remember, to add additional checkboxes you should click on the 'Plus' icon. This is so the checkboxes can be part of the same set.
Adding Drop-Down Menus
To allow a signer to select one of multiple options from a drop-down menu, select ‘Drop Down’ from the left-hand side menu and place it in the desired location. Enter your desired options into the list on the right-hand side of the page. You can use this field when having the signer choose from a pre-set list of answers is required, or when there is a range or only a certain amount of options that the signer can select.
Adding Text Fields
By dragging and dropping the ‘Text’ option to your consent, you can have signers type in answers to any blank field. By default, adding this will create a free text field, where signers can type in whatever they’d like without restrictions.
However, if you would like the information that patients type in to follow a specific format, you can use the ‘Validation’ setting on the right-hand side of the page to set restrictions on what type of information can be entered within the text box.
Here, you will have options to require that the signer enter a formatted date, email address, or more. For instance, if a Known Donor number is required, the validation could read ‘Number’ which would require that the patient type in a number.
Important - Do not pre-fill text into this field yourself unless you specifically want it pre-filled for some reason as doing this lets the signer skip that field. For example, if you enter text into this field to try to indicate to a patient what to fill in, doing this will mark this field as complete and the patient will not be able to enter their answer or they will skip it entirely.
Adding Conditional Logic
If a radio button or checkbox option requires the signer to write in additional information, you can assign conditional logic that requires the signer to write in information upon clicking that option. Once all fields are placed on the page, highlight the field you’d like to condition. Click the ‘Conditional Logic’ option on the right-hand side, and select ‘Create Rule.’