Workflow Guide

This page walks through the end-to-end workflow for Lab Forms — from configuring a form, to capturing responses, to viewing the data.

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Configuring a Form

Navigate to Admin → Lab Forms Management

1. Create the Form

• Select the form type: AOE, Consent, or Additional Patient Info
• Select what the form applies to: the entire bill, specific tests, specific profiles, or the patient
  • Allowed options vary by form type
• Add basic details: name, icon, description
• For test/profile/promotion level forms: link to the specific tests or profiles this form should apply to
• For Promotion & Store can also map from CRM
  • For Promotion mappings: forms can be mapped/unmapped from CRM → Promotions → <Promotion> → Configuration, and mapping is not restricted to only Promotion-type forms
  • For Store mappings: manage from CRM → Store → Configurations → Checkout; only Bill and Store type forms are allowed
  • At booking time, mapped forms for the selected Promotion/Store are rendered in the flow

2. Add Sections

• Create sections to organize questions into logical groups (e.g., "Personal Details", "Medical History")
• Configure each section:
  • Name and icon
  • Mandatory, optional, or hidden
• Order sections by drag or sequence number

3. Add Questions

Choose from 20+ field types for each question:

Customize each question with:

• Options — for dropdown, radio, and checkbox types
• Validation — date format, min/max value, required/optional
• Skip logic — show/hide subsequent questions or sections based on the answer
• Prefilling — auto-populate from existing patient, bill, or test data
• Visibility — mandatory, optional, or hidden

4. Save and Enable

Once saved, the form becomes active and available in the relevant workflow.

Bulk Mapping for AOE and Consent

From the configuration list, use the Map Instance(s) button to map multiple instances to multiple forms in one action.

This is supported for AOE and Consent forms. It is useful when the same set of instances should be linked to several forms, and avoids opening each form configuration one by one.

Example:

• If CBC and Ammonia tests need to be mapped to 4 AOE forms, this can be done together from Map Instance(s) instead of opening each AOE configuration separately and mapping them one at a time.

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Using the Form

AOE — During Billing

1. Add tests/services to the bill
2. If AOE forms are configured for the bill or selected tests:
   • A "Complete AOE" button appears beside "Confirm & Bill"
   • Test-level AOE shows an "AOE Required" tag beside the test name
3. Click "Complete AOE" to open and fill the form
4. All mandatory questions must be answered before proceeding
5. Once complete, the "Confirm & Bill" button becomes enabled
6. Answers are saved upon billing confirmation

Consent — After Billing

1. Billing is completed — the Bill Confirmation modal appears
2. The modal footer shows a "Show Patient Consent" button
3. Clicking it opens the Consent modal, which contains:
   • A QR code linking the patient directly to their consent form in the patient portal
   • The ability to map or unmap consent forms to this bill/patient
   • Then we can click on view form and it redirects to the consent form for filling.
4. An email with the QR code link is also sent to the patient (if patient email exists)
5. The patient scans the QR code or opens the link and completes the consent form in the patient portal
6. Answers are saved and communication preferences (email, SMS, WhatsApp, fax, mail) are updated automatically

Additional Patient Info — During Registration

Additional Patient Info forms are mapped to specific registration pages. The mapping is configured in Registration Settings → Additional Patient Info tab.

Supported page types:

Each page type can have multiple forms assigned, with one marked as the default. The default form cannot be disabled.

Capturing the form:

1. Open patient registration (or appointment / home collection / CC registration)
2. The mapped Additional Patient Info form appears beside the standard registration fields
3. Fill the form along with standard patient details
4. On save, answers are stored at the patient level — they persist across all bills for that patient

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Viewing Captured Data

Lab Form History

Navigate to Registration → Lab Form History:

• Filter by date range and form type
• View complete form responses with all answered questions

Other Locations