Create HealthForms.io Session

Create HealthForms.io Session

During setup, you must provide a session name, a support email address for participant questions, active start and end dates, and select a form. Each session also requires choosing a form flow, which determines whether submissions are reviewed manually or accepted automatically.

1. Navigate to https://app.healthforms.io/manage/ and login with your credentials.

2. Click "Sessions"

3. Click "Add Session"

4. Required Fields

  • Session Name
    Enter a clear, descriptive name so users can easily identify the session.

  • Support Email Address
    Used by participants to ask questions about the forms required for the session.
    Ensure the email address is actively monitored.

  • Start Date
    The date the session opens.

  • End Date
    The date the session closes.
    Users can only submit forms between the start and end dates.

  • Form
    Select the form that will be used for this session.

  • Form Flow Options
    When selecting a form, choose how submissions are processed.

    • Standard Flow
      Requires a reviewer to review and approve the form before it is accepted.
    • Automatic Flow
      Accepts the form immediately.
      No manual review is required.

    Select the flow option that best fits your review and approval needs.

5. Click "Save"


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