Creating a custom application for the Family Portal

The Family Portal is a useful tool designed to help you acquire Applications, Admissions Forms, and Discharge Forms.  

Building the Custom Form

• First, go into your Settings then select Forms Manager 2.0. You will want to Add Custom Form in the top right hand corner of the screen. Use Building Forms in Forms Manager 2.0 if you need help building a custom form.

• Make sure that when you build the form you select that it is a Family Portal Form. Once you have saved the changes at the bottom make sure to Publish the form. 

Adding the Custom Form

Go into the Family Portal under Settings and select to Add Form under the Upon Application. The forms will appear below and you can drag and drop them to organize the order they appear to your patients (if you have more than one).

You will also notice that you have the ability to set up and customize forms to be sent upon acceptance into your program and upon discharge.  These forms will automatically trigger when a client. is approved/admitted  or discharged.