How to add Document & Form Templates?

Summary

Helix supports both types of templates:

• Document Templates (Sign Forms)
  Used to upload PDF documents that require signature capture, such as Terms & Conditions or registration documents (excluding consent forms).

• Form Templates (Fill Forms)
  Used to create digital forms directly inside Helix, such as registration forms or questionnaires, to be filled by patients or medical staff.

Both template types are configured from the Control Panel and later accessed from the Patient File.

🖊️ Document Templates — Sign Forms (Signature Capture)

What is it?

Sign Forms are PDF-based templates where predefined placeholders are placed on a document and later signed electronically in the patient file.

📍 Navigation

Control Panel → Templates → Document Templates → Document Templates (tab)

➕ How to Create a Sign Form Template

Step 1: Start Template Creation

1. Click + Add (top-right)

Step 2: Enter Header Details

• Label
  Enter a name for the form (e.g., Surgery T&Cs)

• Branch Selection
  Multi-select the branches where this form should be available

Step 3: Upload the PDF

• Upload the PDF file for the form

• If the PDF has multiple pages:

  • Use the green arrows (top-left) to navigate forward or backward between pages

Step 4: Insert Placeholders

1. Open the Placeholder dropdown

2. Select a data field (e.g., Patient Name, Date, National ID)

3. Click directly on the PDF where the placeholder should appear

4. Repeat for all required placeholders

Additional options

• Undo (top-right) removes the last placed placeholder

• To add a new placeholder not in the list:

  • Type the field name in the dropdown

  • Click Add Item

  • Place it on the PDF

Step 5: Save the Template

• Click Submit

Availability

• No logout is required

• The template becomes immediately available under Forms → Sign in the Patient File

✍️ How to Sign a Document (Patient File)

1. Open the Patient File

2. Click Forms

3. Select Sign

4. Choose the template from the dropdown

5. Sign the document

6. Click Submit

View Signed Documents

• Signed templates appear in the Signed Forms table

📝 Form Templates — Fill Forms (Built Inside Helix)

What is it?

Fill Forms are digitally created forms built directly within Helix.
They are used for structured data capture such as questionnaires or registration forms.

📍 Navigation

Control Panel → Templates → Document Templates → Form Templates (tab)

➕ How to Create a Fill Form Template

Step 1: Enter Header Fields

• Name
  Clear and descriptive form title

• Description (optional)
  Internal note about the form’s purpose

• Department
  Select the department that will use this form

• Branch Sharing

  • Multi-select specific branches, or

  • Enable All Branches to share across the organization

Step 2: Add Groups (Sections)

1. Click + Group

2. Enter a Group Name (e.g., Patient Details)

Groups are used to organize fields into logical sections on the final form.

Step 3: Add Fields to a Group

1. Inside the group, click + Field

2. Select a Field Type:

   • Text – free-text input

   • Number – numeric input

   • Boolean – checkbox (Yes / No)

   • Date picker - for documenting dates

   • Single-Select List – one option from a dropdown

   • Multi-Select List – multiple options from a dropdown

   • Radio Buttons – single choice displayed as radio buttons

   • Image - image uploads
3. Toggle Requried button if its mandatory

Values Box
(Visible only for list or radio field types)

• Enter options separated by commas
  Example: Mild, Moderate, Severe
  Click Save Field

1. Repeat until the group is complete

Step 4: Arrange & Repeat

• Add more groups and fields as needed

• Reorder fields or groups for clarity

Step 5: Save the Template

• Click Submit

Availability

• The Fill Form becomes available under Forms → Fill in the Patient File

View Filled Documents

• Filled templates appear in the Filled Forms table

📂 Where Templates Are Used

• Sign Forms → Patient File → Forms → Sign

• Fill Forms → Patient File → Forms → Fill

All completed forms are stored in the patient’s record for reference.

💡 Notes

• Document Templates are used for PDF-based signature capture

• Form Templates are used for structured data entry within Helix

• Both template types support branch-level availability

• No logout is required after creating templates