Creating form templates
Updated over a week ago

🎞️ View video tutorial

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. See Using electronic forms. You can configure forms to:

TELUS Health creates and maintains standard provincial and regional forms. Before creating a popular form, that will be used by multiple clinics, reach out to the support team to see if we already have it available. If not, we might be able to create it for you. See Contact us.

If you require a form that is specific to only your clinic, you can build the form yourself. You start with a base document, and then you configure fields in the form to automatically populate data or to 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, see 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, simply 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. See Setting your personal timeout duration.


  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, see 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 sign next to your new form has not disappeared within 1-2 minutes, confirm that there is nothing wrong 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.

    • Click the magnifying glass to zoom in (plus) or out (minus).

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

    • Click Template Setting to edit the name or base document.

  8. To make your form interactive, click on the area in your form where you would like to add a field. You can add the following field types:

  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 June 7, 2022

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