Form Questions

1. Display the Patient Portal Health Forms page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — Patient Portal, click Patient Portal Health Forms.
2. Click build form next to the form that you want to add sections to.
   

   The Form Sections page appears.

3. Click Add new to add a section.
4. Section name — Enter a name for this section.
   Note: Any customized section names are not displayed on the Health History Form in the pre-appointment patient self check-in workflow.
5. Type — Select the type of section.
6. Description — Enter a description.
7. Age range — To use this section of the form for patients in a specific age range only, enter the minimum and maximum patient age.
8. Sex — To use this section of the form for male or female patients only, select the patient sex from the menu (the default value is Everyone).
9. Order — Enter a number to specify where this section appears in a list of sections. By default, the sections appear in alphabetical order.
   Note: You can create multiple copies of each type of section for patients of different age ranges and sexes.
10. Click Save.

1. Display the Patient Portal Health Forms page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — Patient Portal, click Patient Portal Health Forms.
2. Click build form next to the form to which you want to add section fields.
   The Form Sections page appears.
3. Click select fields to add questions to that section.
   The Form Questions page appears.
4. Click add/remove fields.
   With athenaClinicals, the available questions appear for the Clinicals sections that you configured.
5. Check the box next to the questions that you want to appear on the form to the patient.
   Tip: If you need to remove only a few questions, click Select all and then remove the unnecessary questions from the Selected side by clicking the x next to the question.
6. Click Save.
   Note: With athenaClinicals, both the Medications section and the Allergies section retrieve the data listed in athenaClinicals; therefore, you cannot add medications and allergies as questions in a section. However, patients can search the Medications and Allergy database when filling out their forms on the Patient Portal.

After you add all the necessary fields, you can edit field labels to make them easier to understand for patients, if necessary.

7. Click edit label next to the question label that you want to edit.
   
8. In the Label field, select the text that is visible to the patient and delete it.
9. Type the label text that you want the patient to see. You can enter a label that is easier to understand than the field name. For example, if the field name is "DTaP," you can create this label: "Diphtheria, Tetanus, and Pertussis Vaccine."
10. Click Save.