What are Smart Fields?
Smart Fields are special form fields that are mapped to Client Detail fields.
Each Smart Field corresponds to a specific client data point (for example: first name, last name, date of birth, email, phone, address).
When the client completes the form, the Smart Field values become candidate updates for their client record.
How to add Smart Fields to a Form
Go to the Forms section in Rehab Guru and select Add Template, or clone/edit one from the existing Forms Library.
Adding or editing a Form to add Smart Fields.
Add a question, and locate the Smart Fields option from the dropdown menu.
Using the Dropdown menu for Question type.
Use the Quick Add option if you want to add all available Smart Fields to the form in one click (for example when you want to fully update a patient’s details).
Using the Quick Add option for Smart Fields.
Alternatively, add individual Smart Fields as needed.
You can now choose to Auto-apply these Smart Fields to the Client Details by using the checkbox - this is a toggle which will allow you to automatically update the Client Details on the client record, based on the information that comes back from the Client's submitted Form.
6. Save the Template.
How to send a Form with Smart Fields
Forms containing Smart Fields are sent in the usual way using the Static URL- for a refresh on how to send Forms, read this article.
The Client completes and submits the Form as usual; their answers in Smart Fields are captured as potential updates to their record in Responses.
How to review and apply Client Detail changes
Open the Forms>Responses section and select the Response you want to assign.
Selecting a Form Response to be assigned to a Client.
We highly recommend Previewing the Response before assigning it to a Client - this prevents blank responses from overriding information in the Client Details.
Previewing the Response before assigning it to a Client.
2. Select which answers you would like to apply to the Client Details, which will override the current data fields.
Selecting which Smart Fields to auto-apply to the Client's profile.
3. Once you are happy with the selection, select Apply Changes.
Updating Client Details using Smart Fields from their Profile
If any Smart Field values differ from what is stored on the Patient Record (for example, a new preferred name), this warning icon will indicate that differences exist.
Warning icon indicating that Patient Details differ from Stored Record.
These new details can replace the saved record - select the 3-dot menu and choose Update Patient Details, to override the current stored data.
Updating Client Details from within the Client's Profile.
Selecting which fields you would like to overwrite.
Now, you will see the Client Details updated from the Smart Field data - this is useful if you would like to review the changes before applying them to the record.