Skip to main content
Forms lets you build custom branded forms for your organization and collect responses inside OfficeRidge.
Forms is visible on every plan, but building, editing, and filling in a form requires Professional or higher. On Basic you can open and print existing forms and read their submissions; the builder and fill screens are closed. See Plans and modules.

​
Who can use it

Organization Admins, Location Admins, Clinical Managers, Client Coordinators, and Finance Managers.

​
The forms list

Each form in the list shows: An empty list shows “No forms yet. Create your first form to get started.”

​
Agency packets vs the form builder

Agency Forms on a member or employee record are locked system packets (leave, TB survey, confidentiality, HIPAA rights, job descriptions). Completing one writes the matching list row (Leave, Health Screening, Member Rights, Compliance Docs) and can be printed as the agency record. Do not re-enter the same event on the sibling tab. The Forms builder on this page is for tenant-built branded forms. Agency packets stay on /agency-forms/{code} so Human Resources can open them. Reference sheets (abbreviations, OIG monthly, license register) stay print-only HTML.
Open an agency packet from the person record so name, hire date, and contact prefill. Specialized answers (symptoms, restrictions, signatures) stay blank until staff complete them.

​
What you can do with a form

Edit

Change the form’s fields, layout, and branding.

Fill

Complete the form inside OfficeRidge as a signed-in user.

Print

Produce a paper copy for wet-signature workflows.

Submissions

Review everything collected on that form.

​
Sharing a form publicly

Published forms have a public link built from the form’s URL slug. Someone with that link can fill in or print the form without signing in to OfficeRidge — useful for referral sources, families, and applicants.
A public form link needs no account to open. Do not put protected health information into the form’s fixed text or default values, and think carefully before requesting sensitive identifiers on a publicly shared form.
Only published forms are reachable this way. An unpublished form shows “No published forms available.”

​
Building a form

1

Create the form and name it

The title is what staff see in the list and what recipients see at the top of the form.
2

Add your fields

The Fields count in the list reflects what you add here.
3

Set the URL slug

This becomes the public address. Choose something stable — changing it breaks links you have already shared.
4

Publish

Until the form is published, the public link returns nothing.
5

Collect and review

Responses land in Submissions for that form.
Revising a published form increments its Version. Check submissions against the version they were collected under when a form has changed mid-cycle.

​
Troubleshooting

Organization settings

Set the logo and colors forms inherit.

Integrations

Jotform submission sync is planned.