An integral part of an organization's patient engagement strategy is the ability to provide patients with the ability to receive and complete task items prior to appointments and visits, or after they have been discharged. Often times, these are done over the phone, or in person when the patient arrives to check in for their service, often using paper forms to capture assessments and consent.

The Personal Community Form Builder allows organizations to build and manage digital forms.  These digital forms can be sent to patients as part of the patient task functionality, allowing patients to receive and complete the digital forms within Personal Community.

To access the form builder a Workbench user must:

1. Log into the Workbench as a user how has the Form Manager role .
2. Navigate to the  Setup tab
3. Select the  Form Builder  menu item to open the form builder

This launches the Available Forms section of the builder.  This page displays the list of currently configured forms within the application.

On the available forms list, the Status column indicates what status each form is in and what actions you may perform on it.

Forms may have one of two statuses:

• Draft   - This is an in-progress form. Drafts are not available to be used by patients.
• Published -  This is a fully configured form that is now available to be used by patients.
• Archived -  This is a previously published form.  Forms are archived when they are no longer in use by the application.

On the available forms list, the Actions column indicates what actions can be taken against this form.  

Actions include:

• Settings - Displays the current settings for this form.
• View - Opens a preview of the current form definition.
• Edit   - Opens the form edit workflow 
• Delete   - Draft forms only.  This deletes the current draft of the form.
• Archive  - Published forms only.  This archives the published form.
• Restore - Archived forms only.  Restores an archived form to a published state.

To create a new form, click the Create New Form button.  This launches the Create New Form workflow.  

The Create New Form workflow is a a two step process

• Building the form definition
  • In this step, you decide the layout for the form, as well as the series of questions that will be presented to the patient.
• Configuring the form for use in Personal Community
  • In this step, you decide how the form will be used within Personal Community, and where to route the submitted form.

When you are finished, you have two options:

• Preview - Displays a preview of your form.
• Save As Draft - This form is not avaiable to be used yet, but may be viewed and edited.
• Publish - This form is now published and ready for use.