Who can build a RhinoForm in Rhinogram?
Members with the RhinoForm Admin role can create, edit, and delete a RhinoForm. Each RhinoForm 'seat' enables a Member to build a RhinoForm. If multiple Members need to manage forms (i.e. department heads, front desk staff, providers) multiple seats should be added to the contract to optimize efficiency. Contact Customer Success so they can put together a quote that makes sense for your organization.
What can a Member do when they have been granted to RhinoForm Admin Role?
Visit Roles to learn more about the permissions granted with this Role.
RhinoForms Builder Overview:
How to create a signable form in Rhinogram:
Select Settings-> Library -> Forms -> Select the green + sign, a Member has two options, as shown below.
Import from PDF option:
If a RhinoForm Admin Member has an existing form that is in a .pdf file format, use this option.
Note: if the original document is converted from Microsoft Word -> .pdf format, there is a low likelihood that the .pdf will convert, if so this method is not recommended by Rhinogram.
1. Give the RhinoForm a unique name, and upload the .pdf from your workstation or device.
2. When importing from a PDF there will be 2 Form Display Options- "Overlay on Original PDF" or "On Online Form". If "On Online Form" is selected, the PDF uploaded will be converted into our online form, and will display that way when the form is completed. This option is selected by default. NOTE: Widgets can only be used On Online Form
3. Allow a few moments as Rhinogram converts the document. There is a 50 page maximum per upload.
4. Under the Build tab, once complete, the builder screen appears. On the left-hand side is the converted document which will be sent to contact once complete. On the right-hand side is the original document for informational usage only.
*If the "Overlay on Original PDF" option is chosen, in this step please verify that the fillable answers are overlaid on the correct portion on the Original Form.*
5. Each field on a RhinoForm is called an element. Each element can be edited, deleted, customized, or moved to a different location on the form.
6. When all edits are complete, select 'Save' or 'Save as Draft' to save the document.
What options for moving/editing an element does the Member have in Rhinogram while building the forms?
Elements can be moved by dragging and dropping them on the form.
To delete an element, select the red trash can icon
To edit, select Edit text or use the pencil icon
To save the edits, select the save icon
To customize an element, select the gear icon.
Each element has its own properties, and can be customized to fit an organization's needs. Here elements have several customizable areas under general, options, etc. Rhinogram encourages the RhinoForms Admin to explore these properties.
Example: 'Date Picker'
How can a Member add a new element to an existing RhinoFrom?
A Member can select the 'Add Form Element' button on the left-hand side to view the list of form elements that can be added. There are Basic Elements and Widgets (NEW Do not use widgets when importing a form and using the overlay method for displaying results as the widget data can not be displayed on the completed form)
What Basic elements can be added, removed, or edited on a RhinoForm document?
Header
Name
Email
Address
Phone
Date Picker
Signature
Short Text
Long Text
Dropdown
Single Choice
Multiple Choice
Image
File Upload
Number
Paragraph
Time
Input Table
Rating
(NEW) What Widgets can be added, removed, or edited on a RhinoForm document (not available on PDF overlay option)?
Terms & Conditions
Take Photo
Multiple Text Fields
Checklist
Dynamic Text Box
Dynamic Dropdowns
Date Reservations
Review Before Submit
Sliders with Calculated Result
Draw on Image
Text Highlight
Drawing Board
When hovering over a Widget on the list, an i will appear that you can click on to learn more about that widget.
Start from scratch option:
1. Select Settings-> Library -> Forms -> Select the green + sign, choose the start from scratch option.
2. Next, the Member will be brought to the Build area of RhinoForms, first be sure to add a 'Submit' button as this is required.
3. Select 'Add Form Element' on the left-hand side, and scroll down to 'Submit'
4. From here, the Member will continue to build the RhinoForm by selecting the 'Add Form Element'. Elements will be added in sequential order, however they can be dragged and dropped.
5. When all edits are complete, select 'Save' or 'Save as Draft' to save the document.
When creating a form from scratch how can a Member add a page break?
Why would a Member want to add an input table to the RhinoForm?
Input tables are useful when creating a Medical History Form. The table name, column headers, number of rows or columns can be customized. The properties page allows a Member to choose if a question is required or not prior to submission.
How can a Member add a signable field to a document?
By selecting the 'Add Form Element' the Member has the option to add a signable signature. In properties, this can be made a required field.
Does every RhinoForm need a submit button?
Yes, using the .pdf option a submit button will be added automatically. If creating a form from scratch, it will need to be added.
Can a Member send a RhinoForm in draft mode?
No, Members can only send a RhinoForm when it is published. Upon completion, a Member has the option to 'Save' changes, or 'Save as Draft'.
If 'Saved as Draft' a draft label will be given to the RhinoForm in the Library.
What is the difference between 'Save' and 'Publish Form' in the Form Summary?
When a Member 'saves' a form while editing or creating, it will publish the RhinoForm to send to contacts. To go back and publish a saved draft, select the form from the Library in draft mode -> 'Publish Form'
What happens when a Member deletes a RhinoForm?
Deleting a form removes that form from all forms list views and expires all outstanding links of that form. Rhinogram provides an alert, as this is a permanent action.
How can an organization upload a logo to a RhinoForm?
While editing or creating a RhinoForm, select 'Build' and choose the option below.
Next, the logo properties field will display, prompting the Member to drag and drop, or upload their organization's logo to the RhinoForm.
Can a completed form be sent to the PMS/EHR automatically?
Rhinogram has provided the ability to automatically send completed RhinoForms to the contact’s chart within the PMS/EHR system once the form is completed by the patient. This option will only be available to integrated organizations that have document write-back capabilities. If there are no write-back capabilities, then this checkbox will not appear.
The checkbox, located within the forms settings, allows the user to select if they would like the form to automatically be sent to the EHR upon completion.
The default for the box will be unchecked
This setting can be edited at any time
When this option has been selected the form will appear in the library
