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.
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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