M
Matthew Lundeberg
I'd like to see custom values for forms NOT associated with contacts. Keep them separate. Then we build as many Forms as we need and keep the fields off the contact.
Use Example:
In the medical field:
  • each subaccount may have 20-30 different intake forms. We want to build these custom forms for them and not clutter the contact.
  • ALSO for HIPAA, we don't want the answers readily seen on the contact fields
  • ALSO the same contact may fill out the SAME form 100s of times so the answers and forms need to be separate not updated on each submission.
  • Then assign the form to a contact based on a contact field THAT WE CHOOSE!
Patient > customfield (Account Number or ExternalID or Company Name)
A. Appointment today I ask them to fill out Form "Reexamination Questionnaire"
  • So they get a blank form to fill out and the form is aware of the contact bc of the customfield I assigned to the form.
  • I want to be notified when the form is received and be able to print it out and also be able to access via API to absorb into their EHR system dynamically.
  • I DO NOT want it to update the contact info in any way UNLESS I tell it to.
- Each field on the form should be able to set to map to a contact field to update on submission to it OR to do NOTHING at all if not mapped.
This also applies to surveys, appointment forms, chat widget forms, payment links, documents etc..
Thanks!