The editor has three main components:
The title bar
The designer
The workflow configuration
1. The title bar
The title bar is across the entirety of the top of the editor page. This bar shows the title of the form, lets you save drafts of your form and lets you publish your form:
2. The designer
The designer is where you see and change the structure of your form, and where you edit the main parts of your form (welcome screen text, section titles, screen prompts, field prompts etc.).
It's open by default when you load the form editor, but can be accessed at any time by clicking on "Design" from the page menu:
There are two main parts to the designer:
a. The form content
b. The sidebar
a. The form content
The form content shows you the true structure of your form. It let's you add sections, screens and fields — and lets you change the main parts of these (section titles, screen prompts & sub-prompts, field prompts, policy text etc.). Here's what it looks like:
b. The sidebar
The sidebar is context-aware. By default, it displays configuration and actions related to the form itself. But, clicking into a form element (such as a section, screen or field) changes the sidebar to reflect the element that has just gained focus:
The form content and sidebar parts combined allow you to change your form to how you see fit.
3. The workflow configuration
The workflow configuration part of the form editor allows you to specify what happens to a form after it's been filled. In earlier versions of Finger-Ink, 4 actions were taken after every form had been filled:
The patient was checked-in / marked as arrived.
Their standard details (name, DOB, address etc.) were updated.
A PDF version of the form was added to their record.
A draft treatment note was created for any custom questions asked.
With the new web form editor, actions #3 and #4 above can be configured:
The action that attaches a PDF to their record (on by default) can be switched off.
The action that creates a treatment note against their record can also be switched off if need-be, but also comes with a couple of extra configuration options:
Create as draft / create as finalised
Exclude standard patient details / include standard patient details
The default configuration is to create the treatment note as draft, excluding standard patient details — just like earlier versions of Finger-Ink.
Creating as finalised will do just that in Cliniko, and including standard patient details will include things like the patient's name, DOB and address on the treatment note itself.