Add a form to a step

Forms are how a care flow collects data. This page covers the form action on a step: attaching one, picking who fills it in, and removing it.

Building the form's questions is a separate job, covered in Build a form.

Add a form action

1. Double-click the step that should collect the data.
2. Click Add action and choose Form.
3. Name the form action.

Actions are grouped by kind. Form, Message, Checklist, Calculation and Clinical note are built in; anything under Communication or Advanced comes from an installed extension.

Then in the form configuration:

• Pick an existing form from the dropdown, or choose Add form to build a new one.
• Choose the stakeholder who fills it in.

A colleague sees the action title on the canvas, so "Baseline patient-reported outcomes" beats "Form 2".

Check the shared library before building a new form

Forms are shared across the organization, so the dropdown may already hold the right one: surveys, questionnaires, feedback forms, and validated measures of patient-reported outcomes and experience.

Editing a shared form changes it in every care flow that uses it.

Remove a form action

1. Double-click the step.
2. Click Edit.
3. Click the trash icon.
4. Click Done.

This removes the form action from the step. The form itself stays in the organization's library for other flows to use.

Next steps

Next: Build a form to create the questions the action asks.