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.

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