๐ŸŽž๏ธ View video tutorial

Form templates are electronic versions of any standard forms (such as a government form), with active fields that automatically populate data from the patientโ€™s chart or enable you to enter data. Patient data can also be configured to push back from the form to the patient chart.

You can easily retrieve these configured forms within a patient chart. See Adding forms to encounters and Applying patient data to forms.

You can also create autofill form templates. By using these templates, you can complete forms with data points pre-populating directly into the forms before you have even opened the form. This allows for much quicker completion of standard clinic forms. See Creating autofill form templates for more details.

๐Ÿ’ก Tip: You can view your archived, active or all forms you have created in the past by clicking Active > select All, Active or Archived next to Form Templates. See Archiving forms.

If you have complex form template questions or requests, contact the TELUS Health support team through the in-app support bubble. See Contact us.

Steps

  1. From the main toolbar, click Settings > Templates > Form.

  2. Click Add Template.
    A New From Template window opens.

  3. Under Template Name, type the name of the form in the empty field.

  4. Under Base Document, click the paperclip icon.

  5. Select a PDF document from your personal device.

  6. (Optional) Select the Reconcilable checkbox if you want to reconcile/link the requisition form to the corresponding lab results upon their return. In this way you ensure that you are following up on important requisitions.

    ๐Ÿ“Œ Note: It is currently only possible to reconcile lab results returned electronically from Excelleris, Meditech, or Manitoba eHealth with their corresponding requisitions.

  7. Click Save.
    Wait for a few seconds for the form to appear in the list of form templates.
    ๐Ÿ’ก Tip: If the red In progress sign next to your new form has not disappeared within 1-2 minutes, refresh your browser.

  8. Click on a specific form template.
    The form template window opens.

    ๐Ÿ’ก Tips:

    • Click the expand button to maximise or condense the form window.

    • Click the magnifying glass to zoom in (minus) / out (plus) of a specific section of the form template. This allows for accurate configuration.

    • Click Template Setting to edit the name and base document of a created form template.

  9. From here you can add:

    1. Text boxes (See Adding text boxes to form templates),

    2. Checkmarks (See Adding checkboxes to form templates),

    3. Signatures (See Adding signature boxes to form templates) to your from template.

      ๐Ÿ’ก Tips:

      • To remove a text box, checkbox or signature box, click to open the dialog window and click the trash icon (top right corner) to delete it.

      • To resize a text or signature box, click a red dot and drag it to the desired size.

      • To reposition the text box, checkbox or signature box, click and drag it to the desired location.

  10. Once all fields are created, Click Save.

  11. Refresh your browser to apply the changes to your account.

Updated August 9, 2021

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