Turn a paper form into a form families sign

Bring a paper form into BloomText once, and families can fill it in and sign it on their phone. You upload the PDF or a photo of the page, mark where each answer goes, and an organization admin publishes it. After that, anyone in your organization can send it from a patient chat.

Before you start

• Anyone in the organization can upload a form and place its fields. Only organization admins can publish it, and only they can change a form once it's published.
• Build forms on the web or in the desktop app.

Upload the form

1. In the left bar, click Forms.
2. Click Import a form.
3. Click Upload a file, or Scan with your phone to take photos of the paper form with your phone's camera.
4. Drop the file in the box, or click choose one. Use a PDF or a photo of the page.
5. The form opens in the editor as a Draft. It saves as you work.

A fillable PDF keeps its own fields. For anything else, place the fields yourself or use Auto-detect.

Place the fields

1. Drag a field type from the bar above the page onto the spot where the answer goes: Text, Date, Time, Checkbox, Choice, Initials, Signature or Repeatable rows.
2. Drag the box to move it, and drag its corner to resize it.
3. In the field list on the right, type a Label that says what goes in the field, for example Child's name. The family reads this as the question.
4. Under Who fills it, pick Family, or Staff, before sending for details your team fills in, such as the child's name.
5. Turn Required on for answers the family must give. A signature is always required.
6. For a date the family signs on, turn on Fill in the date when the family signs. BloomText fills it in.

To let BloomText find the fields, click ✨ Auto-detect fields in the field list. It takes up to a minute, and you can leave while it works. Each field it finds is yellow until you check it: open it, fix the label or box if needed, and click Looks right, or click Remove. The button shows while a page still needs its fields.

Add a table families fill row by row

Use Repeatable rows for a log, such as a monthly medication log.

1. Drag Repeatable rows over the table on the page.
2. Under Each new row goes in, pick The column for its day for a calendar with day columns 1 to 31, or The next empty row.
3. Type an Item name, for example Dose. The family taps Add Dose to add a row.
4. Under What a row asks for, set the columns, such as Time given and Result.
5. For details filled once, such as the medication, drop a Text field on the table and set it to Staff, before sending.

Publish the form

1. Check the header. Publish unlocks once every field has a label and no yellow field is left.
2. If you're an admin, click Publish. Otherwise click Ask an admin to publish, pick an admin and click Send request. They get a message in Chats with a link to the draft.
3. Read the summary of what families fill and what staff fill before sending.
4. Click Publish.

The form shows as Published in the Library. Admins see a banner for forms waiting for them, with Review and publish on each one.

Good to know

• Auto-detect is best effort. It works best on standard printed forms with clear lines and boxes. If you don't see the button, place the fields yourself.
• Initials are typed, 2 to 4 letters. A signature is the family's typed full name. BloomText stamps it with the date and time and adds a signature page to the PDF.
• Editing a published form doesn't change forms already sent. They keep the version they were sent with.
• Delete removes a form from the Library. The person who uploaded a draft can delete it, and admins can delete any form.

Related

• Send a form from a chat
• Fill in and sign a form from your care team
• Send, open and download files and photos