Patient Intake Form & Mapping

  • Resolved Rhand

    (@rhand)


    1 year, 6 months ago

    For a Massage Therapy sit we need a patient intake form. One where they add all the details needed like

    • address details
    • occupation
    • referenced by
    • health details – general check boxes on medication / allergies
    • possible symptoms / ailments – also checkboxes or yes / no
    • areas of broken skin / joint surgery and so on = check boxes
    • massage information – previous experience or not
    • massage reason
    • pressure preference
    • signature (digital one)

    Client would like a link to this form to be sent on registration for session using WP Amelia . And then they want to patient to be able to see this added data in WordPress.

    Can we use a patient intake form where a user has to be logged in so this data entered is added to the user profile?

    How do we map a form to a logged in user and make sure he is logged in?

    How do we map custom form fields to user? I could add missing fields to user profile with Advanced Custom Fields but not sure how the mapping from form to those fields would work.

    Thanks in advance for any pointers.

    The page I need help with: [log in to see the link]

Viewing 6 replies - 1 through 6 (of 6 total)
  • Plugin Support Kris – WPMU DEV Support

    (@wpmudevsupport13)

    Hi @rhand

    I hope you are doing well today.

    Ine the first place you can use Post Data?Field
    https://wpmudev.com/docs/wpmu-dev-plugins/forminator/#post-data-field which support custom fields: https://wpmudev.com/docs/wpmu-dev-plugins/forminator/#custom-fields

    Kind Regards,
    Kris

    Thread Starter Rhand

    (@rhand)

    Thanks for getting back on this @wpmudevsupport13 / Kris. Being able to add post data fields using the custom field option looks great.

    Do still need to see how one would map a form with these fields including post data fields mapped to ACF fields for the user logged in. How?

    • This reply was modified 1 year, 6 months ago by Rhand.
    Plugin Support Williams – WPMU DEV Support

    (@wpmudev-support8)

    Hi @rhand

    Thank you for response!

    I think there may be some confusion on our end here, I’m sorry for that. Let me just make sure that we are on the same side:

    1. the form is not a user registration form (as in – creating actual WP user account) but it’s a regular form that simply gathers data of a person (and if they have to be logged-in, that’s done by other form/solution)?

    2. those ACF custom fields – those are user profile fields in fact and not just regular custom fields (as in “post” fields)?

    The “postdata” field added to the form can fill-in custom fields but it will also create posts and while it can save data to ACF fields, there may be some issues with formatting of the data, resulting in the need for additional custom code to “match” those.

    If it’s about “user profile” fields, that’d be quite a different thing so I need to make sure about it first. Once again, I apologize for confusion.

    Also, you mentioned mapping ACF fields for the user that’s logged-in. Do I correctly understand that you mean form being already pre-filled with that user data if accessed by logged-in user?

    Kind regards,
    Adam

    Thread Starter Rhand

    (@rhand)

    @wpmudev-support8

    1. the form is not a user registration form (as in – creating actual WP user account) but it’s a regular form that simply gathers data of a person (and if they have to be logged-in, that’s done by other form/solution)??

    Yeah, it is a form they fill in later on as it is a patient intake form. So we let them book a massage, send WP Amelia confirmation and share link to fill on form. And as we want to attach patient data to patient we though to add custom fields to user itself with those details.

    2. those ACF custom fields – those are user profile fields in fact and not just regular custom fields (as in “post” fields)??

    We use ACF to add fields to user profile based on intake form questionnaire. So default fields we keep but we add more fields like if patient checks box for previously had massage we load it there .

    Also, you mentioned mapping ACF fields for the user that’s logged-in. Do I correctly understand that you mean form being already pre-filled with that user data if accessed by logged-in user??

    When the patient fills out the intake form on a page it should be attached to that user in the backend . Otherwise.. it is just a form

    But perhaps we should just do a form and let it be sent to owner… starting to sound complicated and perhaps to avoid client privacy issues we better keep this form data offline..

    Plugin Support Amin – WPMU DEV Support

    (@wpmudev-support2)

    Hi @rhand ,

    As much as I want you to use Forminator I have to ask if using WP Amelia booking form to gather that data won’t be easier. I’ve checked their site and they have custom fields that can be used for that https://wpamelia.com/step-by-step-booking-form-2-0/

    Because right now, out of the box, mapping custom user meta fields is available in the registration form https://wpmudev.com/docs/wpmu-dev-plugins/forminator/#custom-user-meta – when it comes to regular forms case is more complicated as my colleague mentioned.

    kind regards,
    Kasia

    Thread Starter Rhand

    (@rhand)

    @wpmudev-support2 Well, I think we are going to keep using Forminator but instead of working with mapping a form to ACF fields and enforcing being logged in and all that we will just have a link in WP Amelia meeting confirmation to form that they fill in. That form will then get sent to an email account of client.

    That way we keep data private and offline which is more secure and allows us to avoid a more complicated set up

    Thanks for getting back here to me. Appreciate it!

    • This reply was modified 1 year, 6 months ago by Rhand.
Viewing 6 replies - 1 through 6 (of 6 total)
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