Dynamic Forms (formerly known as "Custom Forms") is the way to build Client, Case, & Organization Forms. You can also add Dynamic Fields which pull information from TheraNest into the Dynamic Form.
Custom Forms created before Dynamic Forms release (01/19/21) will be brought into Dynamic Forms. But there are a few things to note:
- These Custom Forms, now Dynamic Forms, will operate online (in TheraNest and the Client Portal) as they had before. All information entered previously will still be available just as before.
- If you had Print Properties on the Custom Form, those will operate the same UNLESS you save or modify it in Dynamic Forms. Saving or modifying a Custom Form in Dynamic Forms will break those Print Properties. It will still work properly online, it will just print differently. If you need to make changes to a form, our recommendation is to duplicate it as a new Dynamic Form.
- Custom Forms, now Dynamic Forms, will not display a Created By or Created Date, but going forward will display Modified By and Modified Date. All new Dynamic Forms will display all information.
NOTE: You cannot upload your own intake forms at this time. You must either create a dynamic form or edit existing forms.