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 for more information.
Adding tables to form templates streamlines documentation for multiple entries. For example, you could use a table in a prenatal form where you want to document notes for every prenatal visit.
When completing a form with a table, you can add additional rows. If the completed table exceeds the configured area, an appendix is automatically generated at the end of the form.
Each time you save the form, a PDF version is saved in the form's History section as a clickable link. When you modify a cell in a table of a saved form, a new PDF is generated and added to the form's History for future reference.
📌 Note: You cannot add data variables to tables.
Steps
📌 Note: Before you can add tables, you must first create a form template. Refer to Creating form templates.
1. Click the area in your form template where you want to add a table and click Table.
2. A table with 2 columns and 2 rows appears, with a Table Configuration window.
3. Apply any configuration needed to your table. The table below outlines the options you can apply.
Field | Description |
Rows | Enter the number of rows. |
Columns | Enter the number of columns. |
Select column | Click the column number to configure that column. |
Header name | Type the name of the column heading.
📌Note: The height of the header cannot be changed. |
Column width | Column widths are all equal by default. Adjust the width of the column by increasing or decreasing the percentage.
📌Note: The other columns will also adjust. For example, if you increase the first column width the other column widths will decrease. |
Font | Select the font type. Optionally select B (bold) or I (italic). |
Font size | Select the font size. |
Text height | Increase or decrease the text size. This determines the position of the text within the cell. |
4. Click outside the window to save the changes.
💡 Tips:
To remove a table, click the table to open the Table configuration window and click the trash icon to the right of Table.
To remove a specific column, click the table to open the Table configuration window. Below Select column, select the number of the column to delete. Click the trash icon to the right of Column.
To resize a table, click a red dot and drag it to the desired size.
To reposition the table, click and drag it to the desired location.
5. Click Save.
Created May 6, 2024