Where assigned forms get completed
The Forms tab is where forms assigned to this specific patient are filled out and reviewed — intake questionnaires, consent forms, outcome-measure questionnaires, or anything else your clinic has built as a form. It's built on the same Dynamic Form Builder and Form Viewer engine used everywhere else forms appear in ClinyPal, so once you've filled out a form here, the same field types and behavior will feel familiar wherever a form shows up elsewhere in the product.
This article covers the filling-out side only — what a staff member or patient actually does with an assigned form. How forms are designed in the first place (laying out fields, choosing field types, building the template a patient later fills in) is a separate, deeper topic covered in Clinical Tools.
- What kinds of fields you'll encounter on an assigned form
- How the Body Chart button connects this tab back to the Clinical tab's annotator
- Where form design itself is documented, since it's out of scope here
The field types you'll fill in
Whatever form you're completing, the individual fields draw from the same small set of field types, so once you know them you can fill out any form your clinic has built without re-learning anything.
| Field type | How you interact with it |
|---|---|
| Text box | Type a free-text answer directly. |
| Radio group | Select exactly one option from a set. |
| Checkbox group | Select one or more options from a set. |
| Date picker | Pick a date from a calendar control rather than typing it freehand. |
| Attachment upload | Attach a file as part of the form, such as a scanned document a patient was asked to bring. |
| Signature field | Capture a signature, typically for consent-style forms. |
| Body Chart button | Opens the full Body Chart Annotator to mark up a body diagram as part of the form response. |
The Body Chart button: one tool, two entry points
When a form includes a body chart field, clicking the Body Chart button opens the exact same annotator used from the patient's Clinical tab — same gallery of templates, same tool palette, same save behavior. The only difference is where you got there from: this tab reaches it through a form response, while the Clinical tab reaches it directly.
Where forms themselves are built
This tab assumes the form already exists and has been assigned to the patient. Building the form itself — laying out fields, choosing field types, deciding what's required — happens in the Dynamic Form Builder, which is also what powers the clinic-wide custom fields that show up on every patient's Details tab.