Create a new follow-up visit form

You can create multiple follow-up forms for your study. There are two parts in adding a new form to your study.

Create new form

1. Go to the Forms page.
2. On the Forms page, you will find a Create New button. Click on it to proceed.
3. After clicking the Add New button, a list of available form types will be displayed. Select "OTHER" forms.
4. Start by naming the form in the "Form Name" field. Form names must be unique.
5. Then simply drag your desired component type to build the form. You will be prompted to provide a question key for each field. The question key is a unique identifier for each question within a form. It helps to distinguish and reference specific questions within the form. 
6. After that, you will see open a window to enter configuration details to customize the resulting field to your specifications. 
7. Once done, click on Create button to create the form. The form now has Draft status.
8. Click the Sign Off button, and follow the section's instructions on signing off and providing an e-signature. Once you have successfully signed off on the form, it will be marked as "Signed".

Assign Forms to Treatment

1. On the left menu, locate and click on "Cohort/Treatments". This action will navigate you to the Cohort/Treatments page.
2. On the top Cohort/Treatments page, locate the dropdown list labeled "Select Existing Cohort/Treatment".
3. From the list, select the treatment to which you wish to assign forms.
4. Once you have chosen a treatment, the screen will refresh and display the various form names associated with that treatment.
5. Assign forms to the respective form types by dragging and dropping forms into their respective buckets. Treatments typically have one enrollment form but can have multiple other (follow-up) forms associated with them.
6. Click the "Save" button to save the changes. 

Now your form is ready to use within your study.