You can update existing forms and charts in Access Point of Care to change their content, layout, or logic. Managers with the right permissions can make these edits through the admin tab.
Access the forms and charts template library
Open the Admin tab.
Click Forms and Charts Templates to view the template library.
Select a form or chart to edit
You can choose the template you want to edit. If it’s published, it is currently in active use.
Edit the form or chart
When editing, you’ll see options to:
Check status – see if there are unsaved changes
Save Draft – save progress without publishing
Publish – use this only when all edits are complete
Template elements
The template name and type cannot be changed for existing templates. Use Designer View to make your edits.
Preview the template
Use Preview View to see how the form will look to staff. You can test it on different devices and orientations.
Modify existing elements
Click any section to update titles, headers, descriptions, or questions. You can also change response types and mark questions as required.
Add a new question
Scroll to the bottom of the template.
Choose a question type (e.g., text box, multiple choice, rating scale).
Set up question details
Enter the question title and description, then choose visibility and layout options.
Add logic and conditions
Use the logic panel to control when a question appears or becomes mandatory based on earlier answers.
Save and publish
Review your edits, save all changes, and click Publish when the form is ready for use.