Custom Forms: How to Create & How to Use the Editor

EMR Guide
Last updated: January 13, 2025
EMR Custom Forms

How to create a custom form 

 
To create a custom form, ensure you are signed in to Ambiki and on the main dashboard:  
  1. On the top left-hand side click on ‘Organization menu’ and select ‘Custom forms’.  
 
 
 
Link to 'Custom forms' in the organization menu.
 
 
 
 
 
 

2. On the top right-hand corner, click on ‘Add new custom form’.  
 
 
 
Clicking the button labelled 'Add new custom form'.
 
 
 
 
 

 
3. Click on ‘Start from scratch’ to create a new custom form. Alternatively, you can clone an existing template and edit it to suit your needs. 
 
 
 
Cloning an existing template or creating a custom form by starting from scratch.
 
 
 
 
 
 
 

4. If you chose to ‘Start from scratch’, input your form label, form description and form type details as needed. Click on ‘Accept’ to begin creating the custom form. 
 
 
 
Inputting form label, description and type details.
 
 
 
 
 

 
5. Build and customize your custom form as needed using the Component palette on your right-hand side and click on ‘Preview and save’ to preview your custom form. 
 
 
 
The command pallete.
 
 
 
 
 
 

 
6. You can add any additional instructions or information to your document if needed and once done click on ‘Save template’ to finish creating your custom form. 
Saving a custom form template.
 
 

 
7. The following are the different standard components you can use to build your custom form: 
  • You can add a Text Area which is meant to be used to capture a large block of text. You can also add a Rich Text Area which has the same purpose as a regular Text Area but allows you to insert additional elements like tables or multimedia. 
Text area component
 
 
 
 
  • You can add Checkboxes which are meant to allow you to select multiple options from a group. 
The checkbox component.
 
 
 
 
  • You can add Radio Buttons which are meant to allow you to select one thing from a group of options. 
 
 
 
  • You can add a Header component to give you a bolded text section heading. 
The header component.
 
 
 
 
  • You can add a Text Block to give you a block of text where you can give inline instructions or information. 
The text block component.
 
 
 
 
  • You can add Toggle Buttons which are meant to give you a group of options in which you can select a left defined value, a right defined value, or middle "off" value. 
The toggle button component.
 
 
 
 
  • You can add select Dropdowns which are meant to allow you to select one thing from a group of options. 
The dropdown component.
 
 
 
 
  • You can add a Short Input which is meant to be used to capture a sentence or less of text. 
The short input component,
 
 
 
 
  • You can add Checkboxes with text input which are designed to allow you to select multiple options from a group and provide supplementary text for each selection. 
The Checkboxes with text input component.
 
 
 
 
  • You can add a Filtered Input which is meant to be used to capture a sentence or less of text or to capture a specific input type. 
The Filtered Input component.
 
 

 
8. The following are the different Smart components you can use to build your custom form: 
  • You can add a Document Date component to capture the date. 
The Document Date component.
 
 
 
 
  • You can add a Document discipline to allow you to select disciplines for the document from a group of allowed disciplines. 
The Document discipline component.
 
 
 
 
  • You can use the Link Evaluation or Link Plan of care component to link an evaluation or a plan of care to the document. 
The Link Plan of care component.
 
 
 
 
  • You can add the Goal editor component to add goals to the document. 
The Goal editor component.
 
 
 
 
  • You can add the Patient(s) Diagnosis Codes component to add diagnosis codes to the document. 
 
 
 
The Patient(s) Diagnosis Codes component.
 
 
 
 
  • You can also add the following components: Patient(s) DOB, Patient(s) Email, Patient(s) Name, Patient(s) Phone Number, Patient(s) sex and Patient(s) Timezone. 

 
9.  To publish a custom form, navigate to the custom forms page (see step 1). Choose a custom form template and click on the ellipsis icon and select Publish Template. 
Publishing a template.
 
 

 
10. To set a form as the practice default, ensure that it is published. Click on the ellipsis icon on the form template and select Make default Evaluation. 
Setting a form as the practice default.
 
 
 

 
11.  To change forms, navigate to ‘patients’ -> click on ‘view’ for a specific patient -> click on ‘Evaluations’ -> click on ‘Add an evaluation’ -> click on Change form on the top right-hand side and select a form template. Ensure you have the correct discipline and credentials on your profile to access the corresponding templates. 
Changing forms.
 
 



How do I use the custom forms editor

 The custom forms editor lets you create professional, stylized forms. Below are three short tutorial videos demonstrating its key features: 


  • The first video provides an overview of the text editor's formatting capabilities. It will show you how to style text, adjust fonts, use headings, add lists, and more. You'll get a quick glance at how to make textual content stand out
  • The second video dives into adding visual branding and images to your forms. You'll learn how to upload logos, photos, and other graphics to customize the look of your forms. We'll also cover image editing basics like resizing, cropping, and alignment. By the end, you'll know how to make your forms match your brand identity.
  • The final video focuses on using tables to organize information and layout. Tables allow you to align text into structured rows and columns. This video will demonstrate how to insert, edit, and format tables within the editor.

2023-11-17 19-15-16.mkv 2.95 MB



The custom forms editor provides everything you need to make professional, stylized forms. With the text editing capabilities, branding customization, and table creation covered in these videos, you have the essential skills to craft forms tailored to your unique needs.