Getting Started with Juvonno's Form Builder

Juvonno’s Form Builder lets you create and customize patient intake forms and chart templates to fit your clinic’s needs.

You can organize questions, add different content types, customize layouts, and control how information is collected.

There are two types of forms you can create:

• Intake forms: Sent to patients to complete.
• Chart templates: Used by practitioners to document information during appointments.

This guide walks you through the Form Builder, explains the available features, and shares tips to help you create forms that work for your clinic.

Getting Started

Open the Form Builder

To get started: 

1. Go to Settings

    

2. Under Forms & Letters, select Intake Form & Chart Templates

    

3. Select New Intake Form Template or New Chart Template

    

4. Choose how you want to begin: 
   • Start from Scratch: Build your own form from the beginning. 
   • Choose a template:  Start with an existing template and customize it
      

Get Familiar with the Form Builder

The Form Builder includes several tools to help you create and customize your form. 

• View Tour: Take a guided walkthrough of the page and learn what the main buttons do.
• Preview Form: See how your form will look on desktop, tablet, and mobile.
• Settings (gear icon): Customize your form's settings, including auto-populate options and button colors.
  • Auto-Populate Fields: Select Yes to enable the option to use the auto-populate feature for short answer and date questions. Information is pulled from the Patient Profile in Juvonno. Answers entered in the form will not go into the Patient Profile  
  • Button Background Color and Button Text Color: customize the button to match your clinic's branding 
• Pages: Move between pages, duplicate a page, delete a page, or add a new page
  • Only intake forms can have multiple pages 
• Auto-save: Your work automatically saves every minute while you build your form.

How It Works

Understanding Sections, Rows, and Content 

Every form is built using three main building blocks: Sections, Rows, and Content.

Sections

• Select + Add Section to create a new section
• Use sections to group related questions, such as Patient Information, Medical History, or Consent
• You can move sections up or down to change their order

Rows

• Select + Add Row to add a row within a section
• Rows hold the content elements that make up your form
• Each row can have up to four columns, allowing you to place content side by side
• When using multiple columns, you can move columns left or right to change the order of your content, or copy content from another column
• To change the number of columns, select the column icon in the top-right corner of the row

Content

• Select + Content to see the available content elements
• Choose the element that best fits the information you want to collect

You can also duplicate or delete sections and rows using their respective icons.
 

Add Your Clinic's Logo

You can personalize your forms by adding your clinic's logo. Select Add Your Logo at the top of the Form Builder page.

Step-by-Step Guide

Step 1: Build Your Form Layout 

Start by creating the sections and rows you need.

For example, an intake form might include sections for Patient Information, Health History, Current Symptoms, and Consent.

Within each section, add rows and choose the number of columns that works best for your content. You can place related fields side by side to make your form more compact.

Step 2: Choose the Right Content Elements  

Select + Content within a row to add questions, instructions, or other elements.

Use the following reference to choose the right element for your needs.
 

Heading

• Adds a bold title with an optional description. 
• Use it to introduce a new section or organize groups of questions.

Body Text

• Adds text that doesn't require a response.
• Use it for instructions, explanations, disclaimers, or information patients should read before answering.

Short Answer

• Adds a small text box for brief responses.
• Use it for names, contact details, or other short answers.
• Works with Auto-Populate 

Long Answer

• Adds a larger text box for detailed responses.
• Use it for open-ended questions about symptoms, medical history, or other topics that need more explanation.

Multiple Choice

• Displays all options and allows multiple selections.
• Use it when patients may have more than one applicable answer. You can add an Other option for a typed response.

Single Choice

• Displays all options, but allows only one selection.
• Use it when patients need to choose one answer from a short list. You can add an Other option for a typed response.

Drop Down

• Shows a menu of options when clicked, allowing one selection.
• Use it when there are several choices and you want to keep the form compact.

Signature

• Adds a digital signature field that can be signed or typed.
• Use it when a patient's signature is needed.

Spacer

• Adds space between rows.
• Use it to separate questions or sections and make your form easier to read.

Image

• Allows an image to be uploaded, such as a body diagram.
• Use it to help patients identify areas of concern. You can optionally allow them to draw on the image.

Range/Scale

• Creates a numerical scale, such as 1-10.
• Use it to measure pain, symptoms, satisfaction, or other ratings.

Calculate

• Adds together or averages answers from selected Range/Scale questions.
• Use it to create basic outcome measures from multiple scale questions. Advanced scoring is not available.
• Hide While Filling ensures that the calculated value is hidden from the patient while still remaining visible to the clinic

Date

• Adds a pop-up calendar with the date formatted as YYYY-MM-DD.
• Use it to collect dates, such as a date of birth, appointment date, or date of injury.

Spine Graph

• Inserts an spine diagram with checkboxes on the left and right sides of each vertebra.
• Use it to document spinal findings or areas for adjustment. This feature is available in chart templates only, not intake forms.

Step 3: Set Up Required and Conditional Fields

You can control which questions patients must answer and when certain questions appear.

Required Fields 

• Mark a field as Required when an answer is needed before the form can be submitted.
• Use this for essential information that patients shouldn't skip.

Conditional Fields 

• Use Only Show If to display a question only when a patient gives a specific answer to an earlier question.
  • For example, create a Single Choice question asking, "Do you have any current injuries?" with Yes and No options.
  • Set a follow-up question to appear only when the patient selects Yes.

Conditional fields help keep forms relevant by showing only the questions that apply.

Step 4: Configure Auto-Populate and Custom Answers

Auto-populate can be used to fill fields with information from the patient's Juvonno profile or to pre-fill a Short Answer field with custom text.
 

Use Patient Profile Information 

Select the Short Answer or Date questions you want to use this feature for by toggling on Auto-Populate and selecting the corresponding item from the menu. 

Available fields include:

• Short Answer Fields
  • First Name
  • Last Name
  • Full Name
  • Age
  • Gender
  • Phone Number
  • Email 
  • Address (including Full Address, City, Province, Country, Postal Code)
• Date Field
  • Date of Birth 

Auto-populate is only available for Short Answer and Date fields.

Use a Custom Pre-Filled Answer

You can also set a Short Answer field to display pre-defined text. 

To set this up:

1. Add a Short Answer content element
2. Toggle Auto-Populate
3. Choose Custom Answer
4. Enter the text you want to appear in the answer field

The text will be pre-filled when the form is used. This is useful when you want a field to start with standard wording rather than a blank response.

Step 5: Preview and Publish Your Form

Before publishing, select Preview Form to check how your form looks on desktop, tablet, and mobile.

Review your form to make sure:

• Questions and instructions are correct
• Required fields and conditional questions work as expected
• Content is arranged correctly
• Pre-filled answers display the intended text
• The layout is easy to read and use

When you're ready, select Publish to make your form available for use. This applies to both intake forms and chart templates.

Additional Features and Options

Customize Your Form's Appearance

Use the Settings menu to change the button background color and button text color to match your clinic's branding.

You can also align text to the left or center. Center alignment can work well for headings, while left alignment is often easier to read for instructions.

Things to Know

Keep these tips in mind while building your forms.

Organizing Your Layout

• Reorder sections and rows: Move sections up or down to change their order. You can also move rows up or down within their section.
• Move rows between sections: Rows cannot be moved from one section to another. To move content to a different section, recreate the row there and delete the original.
• Change columns carefully: Rows can have up to four columns. If you reduce the number of columns after adding content, any content in the removed columns will be deleted.
• Duplicate rows: Duplicating a row copies all its content, including questions, text fields, and headings. This is useful for repeating a layout, but remember to edit the copied content as needed.
• Delete content: Use the trash can icon on an individual content element to remove it without deleting the entire row.
• Align text: Choose left or center alignment to control how your text appears. Center alignment can work well for headings, while left alignment is often easier to read for instructions.
• Add paragraph spacing: For better spacing between paragraphs, place each paragraph in its own row using Body Text.

Building Better Forms

• Keep questions clear: Use simple wording and ask one thing at a time.
• Choose the right response type: Use Single Choice when only one answer applies and Multiple Choice when several answers may apply.
• Use conditional fields thoughtfully: Only show follow-up questions when they're relevant.
• Keep forms easy to scan: Use headings, sections, and spacers to break up long forms.
• Preview before publishing: Check your layout on desktop, tablet, and mobile to make sure everything looks right

What Happens Next 

Once your form is published, you can begin using it according to its purpose.

• Intake forms: Set your Intake Form Defaults to choose which forms appear in Patient Profiles (Settings > Forms & Letters > Intake Forms & Chart Templates > Intake Form Defaults)
• Chart templates: Make published templates available for practitioners to use when documenting appointments (Settings > Staff > Practitioners > Open [Practitioner Profile] > Charts) 

If you can't see the Form Builder, you may not have the required permissions. Contact your clinic administrator to check your access.

If you need help creating intake forms for your clinic, our team offers this service for a fee. Contact our support team to learn more about the service and your options.

Troubleshooting

I can't see the Form Builder

You may not have the required permissions. Contact your clinic administrator to check your access.

My content disappeared after I changed the number of columns

When you reduce the number of columns in a row, content in the removed columns is deleted. Check your layout before making changes to rows that already contain content.

My intake form isn't appearing in the patient's profile

Check your Intake Form Defaults under Settings > Forms & Letters > Intake Form & Chart Templates > Intake Form Defaults and make sure the relevant form is selected.