How to Create a Form

Zentake offers an easy-to-use drag-and-drop builder that allows you to create an unlimited number of forms. 

Zentake has tons of different question/field types depend on the type of form you are building. If you want to learn more about the different question types you can go here.

Keep in mind: If you are creating consent form you will using the "description" question type. This is not actual a question but used to enter all the information that needs to be read by your client.

When building a form, you will be presented with a canvas that allows you to add as many questions and sections to your form as you like. As you add questions and sections to your form, more placeholders will appear.

Once logged in, you can create an unlimited number of forms for your organization. To create a new form:

Click the  Create Form button on the "Forms" page.

Next, you will be navigated to the "build page" for your form. 

Give the form a title, which will display at the top of your form. You can rename your form at any time.

"Section Title's" are optional and can be left blank if not needed.

Customize the form by adding as many questions as you like. Add a new question by clicking on one of the "+" placeholders and choosing the question type from the left-hand side. There is no limit to the number of questions you can add to a form!

Add Multiple sections to a form if needed, and remember Section Title is optional

On the left side choose which to type of question to want to add to your form

Add question details by selecting the question and adding the information on the left.

Resize questions so you can make room to add multiple questions to a row.

Click and drag to reorder questions.

Save your changes by clicking the  Save button at the bottom of the page and then Preview your form to see how it will look to you patients.

Once you save your form, it will display on the "Forms" page with the rest of your forms.

PS. If you have original PDF/word copies of your forms and would like us to build them you can attach and send them to with and email titled (Build these form - [PRACTICE NAME]) and we will do it for you for a small fee of $9/page.

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