πŸ“Œ Note: Provincially used forms are built by the CHR content team. Contact the TELUS Health support team through the support chat to see if we have the form you need built. If the form is new or not popular, having a copy available will ensure that we add the correct form for you. If the form is specific to your clinic, you will need to build the form yourself.

🎞️ View video tutorial

The TELUS Collaborative Health Record (CHR) forms are configured electronic versions of any standard form your clinic uses. You can retrieve these configured electronic forms while in a patient's chart. See Adding forms to encounters and Applying patient data to forms.

You can configure fields in the form that are automatically populated with patient data, and/or add fields where users manually type in the data.

Fields can also be configured for data to push from the completed form back to the patient chart.

You can also create autofill form templates. When you use these templates, you can complete forms with data points pre-populating directly into the forms before you open the form. This allows for much quicker completion of standard clinic forms. See Creating autofill form templates for more information.

Steps

  1. From the main toolbar, click Settings > Templates > Form.
    πŸ“Œ Note: You can view your Archived, Active or All forms by clicking Active > select All, Active or Archived next to Form Templates. See Archiving forms.

  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 and select a PDF document from your personal device.

    πŸ“Œ Note: The PDF must be sized to 8x11'.

  5. (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. For more information, see Form Reconciliation.

    πŸ“Œ Note: It is currently only possible to reconcile lab results returned electronically and not from uploaded documents or faxes.

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

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

    πŸ’‘ Tips:

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

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

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

  8. 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.

      πŸ’‘ Tips:

      • To remove a text, signature or checkbox, click the box to open the dialog window and click the trash can icon.

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

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

  9. Once all fields are created, Click Save.

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

Updated November 9, 2021

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