🎞️ View video tutorial
The TELUS Collaborative Health Record (CHR) forms are electronic versions of your clinic's standard forms. You use these electronic forms while in a patient's chart. Refer to Using electronic forms. You can configure forms to:
Have text fields that can pre-populate information or that you can manually fill in. Refer to Adding text boxes to form or cover page templates.
Have check boxes that are preselected or that you can manually select. Refer to Adding checkboxes to form or cover page templates.
Have tables that you can manually fill in. Refer to Adding tables to form templates.
Automatically populate information from patient demographics, patient medical history, location details and provider demographics. Refer to Configuring your form and cover page templates to autofill.
Populate provider signatures or allow for manually drawn signatures. Refer to Adding signatures to form and cover page templates.
Have check boxes automatically selected and text boxes populate with default text. Refer to Creating autofill templates.
Push information to the patient chart. Refer to Configuring your form templates to update patient data.
Insert drop-down (or selectable) lists to easily choose from a configured list of data items in your forms. Refer to Creating selectable lists for your form templates.
Report on some of the standard forms using analytics. Refer to Analytics dashboards.
TELUS Health creates and maintains provincial and regional forms. You can find these in the Clinical Content Library. Before creating a form, search the library first. Refer to Adding a new form using the Clinical Content Library.
If you require a form specific to only your clinic, you can build the form yourself. You start with a base document, then you configure fields in the form to automatically populate data or enable a user to enter information in the form. Don't have time to build your own forms? No problem. You can hire TELUS Health to build forms for you. For more information, refer to Requesting forms.
⚠️ Important:
The TELUS Health team works with the form publisher to guarantee it meets all of their requirements. Editing the standard forms will compromise the credibility of the form.
Some of the standard forms created by TELUS Health are linked with analytics dashboards. Do not modify the variables within these forms because this will break the analytics mappings and you will not be able to report on that field.
💡 Tip: When building templates, you may receive a message that your CHR session has timed out. This happens because the CHR session timeout does not apply to pop-up windows. To fix this, change your timeout setting to eight hours while building your templates. When you're done creating your templates, switch the setting back to something more reasonable. Refer to Setting your personal timeout duration.
Steps
1. From the main menu, click Settings > Templates > Form.
2. Click Add Template. The New From Template window opens.
3. Under Template Name, type the name of the form.
4. Under Base Document, click the paperclip icon and select a PDF document from your device.
📌 Note: The PDF must be sized to 8.5x11".
5. (Optional) If you want to reconcile/link a requisition form to the corresponding electronic lab results upon their return, select the Reconcilable checkbox. For more information, refer to Reconciling forms with lab results.
6. Click Save. Wait for a few seconds, and then refresh your web browser. The form appears in your list of form templates.
💡 Tips:
If the red In progress indicator next to your new form has not disappeared within 1-2 minutes, confirm everything is fine with the base document.
Click the view dropdown next to Add Template to see All forms, or only Archived or Active forms.
7. Click the form to configure. The form template window opens. The header contains basic navigation.
a. Click the magnifying glass to zoom in (plus) or out (minus).
b. Click the expand button to maximize or condense the form window.
c. Click Template Setting to edit the name or base document.
8. To make your form interactive, click on the area where you would like to add a field. You can add the following field types:
Text boxes (refer to Adding text boxes to form and cover page templates).
Check boxes (refer to Adding checkboxes to form and cover page templates).
Signatures (refer to Adding signatures to form and cover page templates).
Tables (refer to Adding tables to form templates).
💡 Tips:
To remove a field, select the field and then click the trash can icon.
To resize a text or signature box, click the variable, and then click and drag a red dot to the desired size.
To reposition the field, click and drag it to the desired location.
To keep your form organized, give your variable a unique Name. This is used for Autofill Templates.
9. Click Save. We recommend saving often so that you do not lose your edits.
10. Refresh your browser to see your new form.
Updated September 12, 2024