Forms Manager 2.0 is a powerful tool that can be used to create custom Intake, Discharge, and Treatment Plan Review forms. These forms can then be added to their respective process. This article will provide a walkthrough on using Forms Manager 2.0 to create custom forms.

*Not all users have the permissions required to access Forms Manager 2.0, if you do not have these permissions and would like to request them, please reach out to your Rehab Admin.

  • Click Path Settings>Forms Manager 2.0

Form Types

There are nine different types of forms. Different form types can be places in different locations within the EMR. All Custom forms, with the exception of Family Portal Forms, can be found in Document Manager.

  • The Following Form types will only show in Document Manager:
    • Consent Form
    • BAMR Form
    • Rec Therapy Form
    • Case Management Form
    • Assessment Form
  • Admissions Forms can be added to any intake bubble, they can also be added to the admissions checklist. This Article Shows how to add Admissions Forms to the intake process.
  • Discharge Forms can be added to the Discharge Checklist.
  • Family Portal Forms can be added to the Family Portal.

Creating a Custom Form

  • Select +Add Custom form. This will bring you to a page where you can create a custom form.
  • Add a Title, Select the Form type you will be building and select the Facilities this form will be available in.

Utilizing Common Basic Components

There are many different Basic Components you can use when building forms, this section will provide insight into the most common ones. Basic Components are added simply by Dragging and Dropping the Component into the form. Each Component will open a popup allowing you to customize that component accordingly.

HTML Element

  • Primarily used for large text sections, HTML Element allows you to input and format text using simple HTML coding. We've included a list of basic HTML Shortcuts and an example screenshot.


  • It may be pertinent to add a signature box to some forms. However, keep in mind all forms added to Admissions checklist, Discharge Checklist, TPR's, Document Manager, and all intake bubbles will automatically have a section for the client to sign.
  • Generally a Signature box would only need to be added if you need a signature from someone other than the client or staff member, or if the form is a Family Portal Form that needs to be signed by the Client/Family Member. 

Text Field

  • A Text Field allows you to add a small fillable section. It's very useful for questions with Short answers. 

Text Area

  • Text Area is very similar to a Text Field, however it can be much larger. This is useful for answering long open ended questions and inputting notes.
  • The Rows Section allows you to make the Text Area larger. It defaults at 3 rows.


  • Checkbox inputs a single checkbox, this can be useful for simple Yes/No questions.

Select Boxes

  • Much like Checkbox, Select Boxes allow you to add boxes that can be selected. The main difference is the ability to add multiple Select Boxes. 
  • Select boxes allow you to check multiple answers to a question.
  • The "Inline Layout" button to make the select boxes a horizontal list instead of a Vertical list.


  • The Select Component allows you to create a dropdown list. Values in the list are added through the Data Tab.


  • A Radio Component allows you to add multiple choice questions. You are only able to select one answer from the list.

Formatting Layout

When creating forms it's may be necessary to format things a certain way. You can do this using the Layout tab in Forms Manager 2.0. Sometimes Formatting can be confusing, so the following section will provide examples and explanations for each formatting tool. 


Columns is one of the most used formatting tool, it simple splits the area into size adjustable columns. 

Column Properties

  • Push: Moves the Column to the Right, can cause your columns to overlap. Typically not used.
  • Pull: Moves the Column to the Left, can cause your column to go outside the margin of the page. Typically not used in building forms.
  • Width: Controls how wide the column is.
  • Offset: Controls how far the column is away from the Previous Column or the edge of the page.
  • **The Sum of Width and Offset for all columns should never be larger than 12.

(This example shows two columns with width 5 Offset by 1, for a total of 12)

**If you need more than 4 total Columns, we typically recommend using a Table with a Field Set, Panel, or Well to group the components together**

Adding Field Set, Panel or Well

These Layout tools allow us to group different components together such as tables and columns. Field set will just group components together, Panel groups the components in a white panel, and Well groups them together in a shaded well. 

  • To use Field Set, Panel, or Well, simply drag the element you would like to use onto the Form and click save. (It should look similar to the example below, Titles were added to help distinguish between Field Set, Panel and Well).  

Adding a Table to a Field Set, Panel or Well

You can create a table within Forms Manager 2.0. We typically recommend adding either a field set, Panel, or Well to the Form Prior to adding the table.

  • First add a Field set, Panel, or Well, if you don't know how to add these, follow the section Adding Field Set, Panel or Well.
  • Next, Drag and Drop Table into the Field Set, Panel, or Well. 
  • Add the number of Rows and Columns you need in your Table and click save.

  • Here is an example of how each element will look after a table has been added to it.
  • Now you can add any other Basic Components needed to the Table.

  • Example of how Field Set, Panel, and Well look in a completed form in Document Manager


Tabs is another useful formatting tool within Forms Manager 2.0. Simply put it allows you to create a form with multiple different tabs with different information on each Tab.

  • First, Drag and Drop Tabs into your Form.
  • Add any number of Tabs by using the "+Add Another" Button
  • Input the Name of each Tab in the Label Section. Then click save.

  • Once you've added the tabs, to add components, simply select the tab you'd like to add to and drag the appropriate component.

*Please note that this formatting is currently only for viewing within Alleva, If you download/print the form it may look different.