Here is an example of how to use different controls to create a form that can be linked to any collection protocol.

'Patient Demographics and Clinical History' Sample Form

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A. Demographics Information

Health Card #
Chart#

B. Social History

Do you exercise? How often?
Do you smoke? How often?
Do you drink? How often?
Do you do drugs? How often?

C. Physical Exam Findings

HT: WT: BMI: Heart Rate:

D. Clinical Data (Sub Form)

Please select if you have ever diagnosed with any of the following conditions:

1. Thyroid

2. Arthritis

3. Lupus

4. Breast cancer

5. Ovarian Cancer

6. Genetic Abnormalities

7. Sexually Transmitted Diseases (STDs)

8. Abdominal Pain

Any medication that are taking for each diagnosis?

Upload health records

E. Past Medical History

Please explain if you had any previous surgery?

Please explain if you had any medical illnesses or psychiatric conditions?

Please Mark if you have allergies to any of the following options? Mark all that applies

Nuts

Iodine

Latex

F. Record of the date and personnel who filled out the form

A. Creating a Form

To create the form, select 'Form' from dashboard and click on '+Create'. Enter the name of the form and click on Save.

B. Demographics Information

Adding a note: To add a title for this section, click on 'Note' and fill up the information. You can use <b><u> HTML tag to make the text bold and underlined.
Adding a numeric field: To add health card number, click on Add/Edit Control and select 'Numeric'. Fill up the information and click on 'Add Control to Form'.
Making fields mandatory and using 'Copy' field feature: To add Chart number, click on the 'Numeric' card under 'Add/Edit Control. You can also copy the control you created for step 1 by clicking on 'Copy'. Select the 'Field Placement' of the new control you wish to add. By selecting 'Mandatory', this will make data entry for this field as a required.

C. Social History

Adding a radio button field: To add questions for this section, use the Radio Button control as this is a Yes/No question with only two options to select from.
Use 'Numeric' control to add the frequency of each task.

D. Physical Exam Findings

Adding fields in same row: In order to add measurements for height, weight, BMI, and heart rate, use 'Numeric' control and select 'Field Placement' as 'Same Row' so that they appear in same line.

Note: Calculated fields is not a feature currently for example to automatically calculate BMI based on height and weight. This is in roadmap to support.

E.Clinical Data

Adding sub-form: Under a form record, user might need to enter multiple medical conditions and corresponding list of medications & health record. In order to do this, user can create a sub-form.

Click on 'Sub Form' to add a title for this section.
Adding Dropdown field with list of values: To add attributes under this, select the sub form from the list on the right. Select 'Drop Down' to add a list of health conditions that the user can select from. When 'Drop down' is selected, user can add values that should appear under 'Permissible values' section. Since there are multiple conditions, user can also create a text document with all of the conditions and upload it rather than entering one by one.
Large comments section: To add a list of medications like a doctor note, click on the sub form and use 'Text Area' attribute.
Upload file option: Select sub form and click on 'Upload File' to be able to add any documents for health record.
To view how the sub-form will look like, click on 'Preview'. This will set all the fields in same row under the sub form. To add multiple condition click on ' +' sign.

F. Past Medical History

Adding more fields to the main form: To add sections to the original form, make sure to click on the form name on top of the left tree. Use 'Text Area' for adding any explanation of past conditions/procedure.
Adding 'Multi select' option: Drop down allows to choose only one value, if user wants to select multiple values under same field, 'Multiple Select' control can be used.
Select 'Multiple Select' from the attribute bar to add a list of allergic items. This will provide the user with the ability to select multiple options if applicable

Note: If a value needs to be made as default, select the appropriate radio button under list of values.

G. Record of Date and Personnel

Adding a date field: To keep track of the date that a form was submitted, select 'Date Picker' from the list of attributes.
Including standard OpenSpecimen fields within custom forms: Control type 'Fancy Control' helps to include fields already existing in OpenSpecimen. For example, to include list of users, sites, etc.
To add personnel, select 'Fancy Control' and select 'User Dropdown' under the fancy control field.

This will include the list of users automatically created under 'Users' feature of OpenSpecimen.

Preview

Click on 'Preview' to see how the form looks like:

Sample form