Additional Features for Questionnaire Templates

The quick, easy-to-use PetDesk Forms questionnaire template editor creates a unique, specialized form for new and existing clients. Questionnaires are a different type of form that offers additional options not available in consent forms, but they can still be attached to a client's submitted consent forms!

Below you'll find additional options for creating and editing questionnaire templates in PetDesk Forms.

To find this page:

Go into the "My Templates" section of your PetDesk Forms Dashboard
Select the indicated Questionnaire
Select the "..." button and hit "Settings"

Form Settings

Settings

Form Name: a public-facing name for your form
Enable Interactive Mode: takes your survey and lays it out in a step-by-step wizard for online users

Unnamed

Show consent forms at the bottom instead of the top: moves any attached consent forms to the final step
Hide Progress Bar: for longer surveys, this helps prevent clients from abandoning the effort to complete the form
Hide Default Instructions: hides the system-generated instructions
Can be completed by the responsible party: allows a responsible 3rd party to fill out the form on behalf of the client
When the Form is submitted, redirect the client to: allows you to determine if you would like to send the user back to your practice's website after completing the form
Hide Print Button: If you do not want hand-filled paper forms, this will disable that button
Don't share this form with other practitioners in my organization: keeps forms separate from other practitioners; useful for multi-doctor practices
Prevent other practitioners from changing this form: locks form format
Allow client to download form after submission: allows client to keep a local e-copy after completing

Invitation Email

Use this section only if this form requires a special email template.
You can set up a single email template for all your forms on the Settings page. Clicking Use a custom email template for this form will override the universal email template and allow you to create a custom one for this instance.

Other Messages

Confirmation Email: Send a confirmation email to the client when the form is submitted
- You can set up a single email template for all your forms on the Settings page
Form Reminder Email: Customize Form Reminder Email for this form
- You can set up a single reminder email template for all your forms on the Settings page
Form SMS Messages: Customize the SMS templates for this form
- You can set up global templates for all your forms on the Settings page

Custom Header

Use this section only if this form header is special.
You can set up a single custom header for all your forms on the Settings page. Clicking Use a different custom header for this form will override your universal header and allow you to create a custom one for this instance.

Mappings

Use this to map fields in this Questionnaire to the client profile.

Advanced

Public Sign-In Page: You can add a custom sign-in page to your form
PDF Settings: These features allow you to optimize your forms for PDF to be printed and physically distributed as necessary

Use inline answers on PDF
Hide unselected options on the PDF
Hide question numbers on the PDF
Hide Footer
Hide matrix empty lines
Font Size:
Regular Font Size
Image Behavior:
Add images to the end of the PDF

Custom Footer placeholders Ex.: [ClientName] - [DateOfBirth] These can be added to individually created forms

Custom CSS for PDF: This allows further customization of the look and feel

Web Form Settings

Form Language: useful if you are creating a custom form to support Spanish or French. Please note the rest of the form is not automatically translated and must be written in the desired language
Form Submitted Message: We highly recommend a short message to your clients informing them of successful questionnaire form completion
Custom CSS for web form: Allows for additional customization