Forms within Shepherd can be used for client consent forms that they can complete electronically before or during an appointment and internal forms such as dental charts during a cleaning.
To get started, we've preloaded some form templates for you to use. You can use these as is, edit them, or even create new ones.
To access form templates, select the ‘Forms’ tab on the left navigation panel to create new forms and edit/view previously created forms.
NOTE: Make sure to select Save Template when you are done.
Take a Look
Creating a New Template
To add a new form template, select the +Create Form button on the right side of the screen. Be sure to give your exam template a title by selecting Add Title in the left-hand corner. You can also enter a description for the form by selecting Add Description.
Adding a Field and Input Elements or a Text Block
The next step is to add a field and then within the field(s), you will add an input field(s). Or you can add a text block that adds text for the pet owner to read but may not necessarily need to be signed/entered.
Think of fields as placeholders where you want the information to go and the input fields as what information you want to go there. Input fields can have pre-populated text or be set up as blank fields to use when using the exam.
Select the +Add Field button
Add a field title by selecting/clicking on 'Untitled Field' and enter the title under Field Name on the right-hand side
Select < Done to go back to the input fields
Now that you have a field, you can one or more input elements into that field.
Select and drag the input element into the field box
Depending on the input type, you will be able to add additional input options such as drop-down menu options, radio button select options, and more. To edit additional information on the input element, select/click on the input and that will bring up an additional editor on the right-hand side.
You can continue to add more fields and input elements as needed to complete your template.
For more details about each input element, check out our exam and forms input guide. Note: the same input elements are used within both exam and form templates.