My Forms

The My Forms page contains a list of all Nutri-Q’s default forms, as well as a way to create and manage your own custom forms and questionnaires.

All default forms have three Actions you can utilize in the far right column of the page.

1. Preview form – Click the eye icon to preview the contents of the form. You can also click the name of the form to open the preview window.
2. Duplicate form – You can duplicate any form in your list. Make sure when you duplicate a form, you give it a unique name so you can tell it from the original. Once you duplicate a form, the copy becomes editable, giving you a way to make modifications and customize the form as you see fit.
3. Download form – Click this icon to download a copy of the form to your computer.

Note that duplicated forms do not work with any of Nutri-Q’s automated reports. For example, if you duplicate and modify the NAQ, your custom version will not automatically generate a Symptom Burden Graph and other associated reports. Nor would it be available in the Data Analysis tab. 

Custom and duplicate forms have two additional actions available.

1. Edit form – Edit the contents of the form. If you edit a custom form, it does not affect the data in any previously submitted version of that form.
2. Delete form – Click the trash can icon to delete the form from your list. Deleting a custom form does not affect the data in any previously submitted version of that form.

 

Creating Custom Forms

Click Create a new form in the upper right corner of the page to build a new custom form or questionnaire you can send to your clients.

 

The following video gives a brief overview of how to create custom forms in Nutri-Q, using the NTA Disclaimer as an example.

 

Custom Form Visibility

When you create a new custom form, you can choose whether the form is client facing, practitioner facing, or both. You can edit this setting at the bottom of the Add new page, after you enter a form title and description.

You can change this setting for an existing custom form by clicking the Edit icon next to the form on the My Forms page, then modifying the setting on the Edit screen.

This setting has the following effect:

Practitioner Facing	Practitioner Facing forms are accessed from the Add Data menu.  As a practitioner, you will fill this form out yourself. For example: Consultation Plan, Clinical Presentation Plan.
Client Facing	This is a form you will assign to a client from the Add a new to-do item menu.  These forms are sent to the client for them to fill out.  For example: NAQ V1 & V2, Initial Interview.
Both	When Both is selected, the form appears in both the Add a new to-do item menu, and the Add Data tab. This form can be filled out by the client, or a practitioner can fill it out and submit it on the client's behalf.  For example, if a client does not want to fill out a form digitally, they could fill out a paper version, and the practitioner could enter the answers for them from the Add Data tab.

Default Forms

The Default Forms list provides a second way to control the visibility of both your custom and standard Nutri-Q forms. This list is found under My Account > Account Settings > Default Forms.

• Checked – When forms are checked in this list, they appear in whichever menu you have selected in the Form Visibility setting.
• Unchecked – When forms are unchecked in Default Forms, they are not visible or available in any menus.  This setting may be useful if you have custom forms you are not currently using in your practice, but you do not want to delete them from your forms list entirely. This is simply a way to temporarily hide the form to reduce clutter in your menus.

In the image above, all the checked forms are visible, while the two unchecked forms are hidden in all menus.