About Mapped Labels
You can use mapped labels in consent forms and in questionnaires. Below are the differences between mapped labels and mapped fields.
What are Mapped Labels?
- Mapped labels pull data from the client profile into locked fields on a form template.
- Mapped labels allow the form template to display data without having to manually enter it with office prefill.
- Use mapped labels when you want to display known data, such as the price of braces, or a client's name.
- Changes to a questionnaire will not affect the mapped labels of attached consent forms, and if the field is blank in the client profile, then the data is blank in the consent form.
- For mapped labels to work, the data must be entered into the client profile before sending the form. This is perfect for known data, such as client name/email or other fields that are manually entered.
- Mapped labels are read-only; they do not update the data on a client's timeline.
- For information on adding mapped labels to a questionnaire, read Use Mapped Labels in Questionnaires.
- For information on adding mapped labels to a consent form, read Use Mapped Labels in Consent Forms.
What are Mapped Fields?
- While mapped fields support imported data, mapped fields cannot be edited by clients.
- Mapped fields add data at the time the form is sent.
- Mapped fields also work when the data will be in place from a mapped treatment note, or after importing clients from another system. This is also functional when the client profile is updated via API in larger businesses.
What About Staff Prefill?
- Staff prefill information, including updated/changed information, will map to the client profile.
- Staff profile can only be filled out by staff before the form is sent.
- Staff prefill information is locked to the client.
IMPORTANT:
- A mapped field will be updated on a consent form when the consent form is at the bottom of the questionnaire. For example, if a new client enters their date of birth in a questionnaire, and a mapped field is in the consent form following the questionnaire, their date of birth will populate that data, even if it is not in their client profile.
- Mapped labels will not behave in the way described above; if the information is not the client profile, the label will be blank.