If you haven't reviewed the steps on how to add a form, please start with the Add A Form article before reading below.
Pets can be assigned many forms, agreements, and other documents. Below we learn how to add a form to a pet, by using an example, the Veterinary Release Form.
A veterinary release is intended for the documentation and enforcement of instructions from a pet owner to their veterinarian in the event of an emergency of a specific pet. Those instructions include the details on your authority to make decisions on behalf of the pet owner, including how much money you can spend on the health services when the pet is in your care.
Go to dashboard > clients & pets > forms, and add a new form for the pet section. For the purposes of this tutorial, let's title it as "Veterinary Release":
Next, select the pull-down menu to the right of "Veterinary Release" form, and choose edit fields:
There are a number of custom fields to choose from. These are documented in the Custom Fields article.
This agreement will include custom fields: Check box, and Text to compose the document.
Click the "+" sign to add your first custom field:
Choose a Text type:
- Title - "Attention" (i.e. To the attention of someone, who's name will be filled out in the text box).
- Description - Extra information on exactly who's name should be filled out.
- Required for Clients - As this is a form that needs to be fully filled out by the client (pet owner), we need to enforce nearly each field including this one to be required.
- Staff edit - Unchecked the ability for the staff to make changes to this field. In other words, we want to make sure that only the pet owner can fill out the field regarding which veterinarian they wish to address with this form via the "Attention" text box:
Next, we add two more custom fields of the text type:
The icons under each custom field added to your form indicate the kind of settings that took place for the respective custom field:
- Pencil icon - Indicates that one or more types of users cannot edit this custom field. In the case of the above, the setting is that no staff can edit this text box.
- A profile icon with an asterix - Indicates that one or more types of users are required to fill out this custom field. In the above case, we enabled the option to require a client to fill out the field.
Click the "+" sign to add your next custom field, choose the Checkbox type:
Let us define a checkbox for the pet owner:
Towards the end of this custom field, you can design whether the checkbox is placed before or after the label (Title).
Adding additional entries to this Veterinarian Release:
We will now add an eSignature. Click the "+" sign to add the next custom field. Choose a Text type:
Configuring a text box into an electronic signature typically involves the following numbered steps corresponding to the above image:
- Title - Set it to "eSignature" to indicate that this is something the user is agreeing to.
- Description - Will describe what they need to enter with their keyboard and what doing so involves. Best practice is to include "By entering my first and last name, I agree...". Please note that this is not legal advice and we encourage you to reach out to your legal for review and confirmation.
- Required for Clients - This form will be signed by a pet owner. When viewing this form, they will not be able to submit it without filling out the eSignature custom field.
- Preview - All custom fields show their preview, how they look in the form.
Click "Save Field".
We're done! Finalize this form by clicking "Save Field Order".
Here's a video of an example implementation: