🎞️ View video tutorial:

Creating a new form template: 

  1. From the main toolbar, go to Settings > Templates

  2. Click Form

  3. Click Add Template
    A New From Template window will open.

  4. Enter Template Name

  5. Click 📎 icon to upload the desired form from your device (PDF version)

  6. Click Save
    Wait a few seconds for the cover page to appear in the list of cover page templates.

    💡 Tip: Refresh your browser after a 1-2 minutes If the red IN PROGRESS has not changed to Auto Fill Templates next to the name of your new Cover Page Template.

  7. To configure a form, click on the specific one to open the editor window.
    The from will display

    💡 Tip: You can expand the form by clicking on the expand button and zoom into a specific section of the page to allow for accurate configuration.

📌 Note: From here you can add a text box, checkmark and/or signature to your cover page.

💡 Tip: To move a text box, check box or signature box to the correct position, click and drag the item to the desired location. The size of the box can also be adjusted by clicking on the red dots.

Adding a Text Box:

  • Click on an area where you would like to add a Text Box

  • 3 Options will display, click on "Text Box"

  • "Update Text Box" window will open

In this example, the Patient Surname will be configured to auto populate into the form.

  • Click on the "Config Patient Data" Button.

  • Choose between two options: "Filling" or "Saving"

Filling allows you to fill in data from the patients' chart directly into the form.

Saving allows you to update patient data from the form to be sent to the patients' chart.

  • A new window will appear, "Set patient Data Variable"

  • Select from the dropdown menu in Category, Data Property and Visible Data

  • To auto-populate our example Surname in the form, select the following:

  • Category: Demographics; Data Property: Name; Visible Data: Family Name

  • To Format a Date as it appears on a Form, Create a Text Box in the corresponding section of the Form

In this example, the Patient Date of Birth will be configured to auto populate into the form.

  • Click on the "Config Patient Data" Button.

  • Choose between two options: "Filling" or "Saving"

  • Select from the dropdown menu in Category, Data Property and Visible Data

  • To auto-populate our example Date of Birth in the form, select the following:

  • Category: Demographics; Data Property: DOB; Format: Customize; Custom Format: DD

In the example below, just the day the patient was born (DD) will Populate in the Text Box. You would repeat the above steps to add the Month and Year of Birth.

Adding a Checkbox:

  • Click on an area where you would like to add a Check Box

  • A window will appear, click on "Check Box"

  • "Update Checkbox" Window will open

  • Different Mark shapes and size can be selected.

In this example, a checkbox will be configured to select the patient's corresponding gender:

  • Name the Checkbox - to allow for autofill templates to be created (Gender - Female)

  • Click on the "Config Patient Data" Button.

  • Choose between two options: "Filling" or "Saving"

  • Select from the dropdown menu in Category, Data Property and Visible Data

  • Category: Demographics; Data Property: Gender; Visible Data: Gender

You can also configure that the information is automatically pulled from the patient file by following all the above steps and also

  • Clicking on "Config Marking Conditions" will tell the system when to mark the checkbox

  • A new window will open "Configure Auto Marking Conditions"

  • Click on "Add Condition" to Open the configuration settings

In the example below, the Checkbox will be automatically selected when the Patient’s Gender equals Male. 

IMPORTANT NOTE: To ensure the Data is pulled from the Patient Chart correctly, the information entered into the equals field must be formatted the same as it is in the patient chart (i.e. Male, not M or male). 

Adding a Signature

  • Click on an area where you would like to add a Signature Box

  • A window will appear, click on "Signature"

  • The "Signature Configuration" window will open

  • This Field can be formatted to:

  1. automatically populate the physicians saved signature, or

  2. require a fresh/“wet” signature, or

  3. require a patient’s signature

In this example below, a signature will be configured to automatically populate a physicians signature:

  • Once all fields are created, Click on the Save Button.

  • Refresh your browser to apply your setting changes to your account.

  • The Form is now ready for use. 

Additional Notes:

  • Any text box that has patient data applied, is automatically named for ease of reference.

  • If you have created a text box or checkbox by accident and you would like to remove it, click on it to open the dialog window. Click on the trash icon (top right corner) to delete the text box/checkbox.

  • Creating Autofill Templates allows a user to complete certain forms faster. For more details see the following link:

Hiding your Archived Forms

You have the option to view only your Active, Archived, or both (active and archived) Forms. When you archive your forms, you will not see them on your list of forms if you have selected Active.

When you navigate to Settings > Templates > Form you will see a drop-down. The default is set to Active.

07.16.20

Did this answer your question?