To access the User Forms screen you must first have the privilege. To check privileges:

1. Navigate to Admin → Personnel → Group Privileges        
2. Select your group, at the top of the screen, from the drop down menu selector
3. Under the Admin general section click on the check box for All Access for UserForms
4. Click on the “Save” button in the top right to save changes
5. You must then log out of the program and log back in to pull in the privilege change

Creating User Form Types/Categories:

Location:

•     Admin → Lists → List Item Entry → User Form Types

Steps:

1. Navigate to User Form Types List
2. Click on the empty cell under List Item Name to enter in the category you need. For example, “School Excuse” or “Referral”
3. Using the Tab key on your keyboard, tab out of the cell and the entered data will automatically fill in under Description

 a) All entered data will automatically save

4. Once you have all the categories that you need, you are ready to create a User Form

Creating a User Form:

Location:

•    Admin → User Forms

Steps:

1. Navigate to the User Forms screen and select the Type (category) on the left hand side  2. Click on the “Add” button  3. In the pop-up screen:

1. Enter a Name for the form
2. Enter a Description for the form if applicable

4. Click on the “Save” button to begin to create the form
5. After click on the “Save” button, the form designer window will pop-up
   1. This screen behaves very similarly to Windows Word program
   2. You can type any static information right in to the form and position it where you want
   3. All Patient/encounter driven fields are available on the left-hand side in the tree. To add one have your cursor where you want it on the right hand window and then double-click on the field name on the left-hand side.
      • For example: to add the date under General
      • position your cursor and then double click on Date.
6. You should preview the form from time to time to check margins and position for entered and drive fields by selecting Preview.
   1. If the form has patient and/or encounter related fields, a pop-up will prompt you to search for a patient and/or select an encounter to preview the form.
7. Once you are satisfied with the format and layout of the form, select Save to create the form.

Importing a User Form:

Location:

•    Admin → User Forms

Steps:

1. Navigate to the User Forms screen and select the Type (category) on the left hand side  2. Click on the “Add” button  3. In the pop-up screen:

3. Enter a Name for the form
4. Enter a Description for the form if applicable

8. Click on the “Save” button to begin to create the form
9. After click on the “Save” button, the form designer window will pop-up
10. Go to File -> Open and select the document you would like to import.
    1. PDF file types are not supported.
    2. Supported file types include: *.rtf, *.doc, *.htm, *.html, *.mht, *.docx, *.docm, *.dotx, *.dotm, *.odt, *.dot, *.xml, *.epub, *.txt

 

To add/populate User Form for a patient:

Location:

•    Patient Chart → Patient Forms

Steps:

1. 1. Navigate to the Patient Forms tab
   2. Click on the “Add” button
   3. From the pop-up screen, choose the form you need by selecting
      1. the Form Type from the drop down menu selector
      2. and the Available Forms from the list below
   4. Click on the “OK” button
   5. If the form has encounter related fields, a pop-up will prompt you to select an encounter to preview the form.
      1. This screen is editable just like a Windows Word program screen if you need to add or change any information before printing out the form.
      2. If an encounter is not selected when one is needed, the form will not be able to pull in all needed information and parts of the form will remain blank.
   6. Click on the “Save” button to save a copy of the form to the patient's chart.