Adding auto-marking conditions to your form and cover page templates

The TELUS Collaborative Health Record (CHR) forms are electronic versions of the standard forms your clinic uses. You use these electronic forms while in a patient's chart. Refer to Using electronic forms.

Marking conditions enable you to specify circumstances when a checkmark is auto-selected based on data in the CHR. The checkbox is first mapped to a patient or referral data field, and then you set the data that must be present for the checkmark to be checked.

For example; you can configure a pair of checkboxes for male and female to be selected based on the patient's sex set in their demographics. The checkbox is mapped to Patient Data as follows:

Before you can add marking conditions to your form to auto fill, you must first create your template. Refer to Creating cover page templates and Creating form templates.

1. Click the area in your form or cover page template where you would like to add the variable. A new window appears.

2. Click Check Box. A new window appears.

3. Apply any configuration needed (refer to Adding checkboxes to form or cover page templates).

4. Under Marking Conditions, click Config Marking Conditions.

5. In the Configurate Auto Marking Conditions window, click +Add Condition.

6. Choose to mark when Any or All conditions are met.

📌Note: All conditions is used when you have an exact list from patient data that you want to auto-populate into the form.

7. From the list, choose Equal, Not Equal, Less than, Greater than, Earlier than, or Later than.
📌Notes: The available options depend on your data field type.
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8. In the empty field, type the data you want to compare against. For example, if you select Equal, type the exact value to match. This defines what data needs to be present in the patient's chart for the checkmark to be checked.

📌Note: You must type the data exactly as it appears in the CHR (i.e. type Male not M or male).

💡Tip: To ensure accuracy, copy and paste the exact value from the patient data section in the patient chart.

9. If required, click +Add Condition to include multiple conditions to your rule. For example, mark a checkbox if the patient's weight is greater than 100 lbs AND their age is less than 12.

10. Click Save.