You can add variables to form and cover page templates that allow you to pull and push data to and from various sources. You can configure patient data, referral data, form data and lab results to pull into forms and cover pages. You can also configure forms and cover pages to push information back to these variables.
You can add checkboxes to cover page and form templates. They can be configured to remain blank so that you can check them. They can be auto-fillable and configured to push and pull patient data.
Click on an area in your form or cover page template where you would like to add a text box.
A window appears with three options.
Click Check Box.
The Update Checkbox window appears.
Type the name of the checkbox in the empty field.
📌 Note: A checkbox that has any data applied, is automatically named, for ease of reference.
💡 Tip: We recommend that you give each checkbox and text box a unique name. This is very important when using autofill templates and CHR analytics.
Select a shape you want to use as a checkmark.
Select the size of the checkmark.
Auto Fill Configuration
(filling from chart)
Click the arrow and select one of the items:
For Patient and referral data, click the gear icon and configure the data variable:
For Lab Result, click the gear icon and configure the data variable:
Updating Data Configuration
(saving to chart)
Select one of the items:
If you select patient or referral data, you can update patient / referral data in the patient chart with the information that you added in your specific checkbox.
📌 Note: Users must click Update template data after they have completed a form.
You can configure a checkbox to auto fill based on certain conditions.
For example, if the patient's sex is female, the checkbox can be configured to check the female box.
3. Click outside the window.
4. Click Save.
To remove a checkbox, click to open the dialog window and click the trash icon (top right corner) to delete it.
To reposition a checkbox, click and drag it to the desired location.
Created August 4, 2021