The Forms Engine is a tool that allows you to create a digital template of any of your clinic's forms. Once you have made your form templates, you'll be able to access and fill them out on Arya EHR whenever you need.
The Forms Engine supports the upload of the following file formats:
.JPG
.JPEG
.PNG
Here is a quick video walk-through of how the forms engine works:
Navigating to the Forms Engine
Navigate to the clinic dropdown menu in the top righthand side of your app. Select Admin, which is located between the Help and Logout menu items. This will launch the Admin Panel, where the Forms Engine is stored.
📖NOTE: Only certain types of Arya users will be able to access the Admin panel. A user's level of access to the Forms Engine depends on their Role in Arya (Viewer, Administrator, Account Owner, Editor). Please see the Forms Engine Roles and Permissions below for details.
Forms Engine Roles and Permissions
Viewer - Can view forms on Arya but cannot create or edit forms or access the Admin panel.
Administrator - Has full access to Forms Engine: can create new forms, and edit/delete existing forms.
Account Owner - Has full access to Forms Engine: can create new forms, and edit/delete existing forms.
Editor - Has full access to Forms Engine: can create new forms, and edit/delete existing forms.
Uploading your Form File
Once you're in the Admin Panel, click on the File Upload button beside the Form Title field. Select which form you'd like to upload.
📖Note: Make sure you are uploading either a .JPG, .JPEG, or .PNG for the form. Arya does not support PDF file uploads in the Forms Engine
Naming and Selecting Clinics
After you have uploaded your form file, you can add the Form Title, as well as adding any other clinics you wish this form to have access to. The clinic you are currently working in will auto-populate in this section. Once you have inputted the title and clinics, click Add to start creating your digitized form.
⭐TIP: To allow other clinics to access the form, you can select the Select Clinic field and input the clinic(s) you want to have access to the form. In the image above, I've chosen to add "LifeLabs Requisition" to both Facility 1 and Oak Street Clinic.
Editing your Form
Once you have uploaded your form file, you should see it displayed in the form viewer. The form viewer also features controls to help you further edit your form. They are (from left to right on the top):
Rotate form counter-clocking
Rotate form clockwise
Crop form
Reset controls (this would only be used once you have form fields added to your form template)
On the bottom of the form viewer, you can add another page to your form (by clicking the File Upload button), or delete pages you have added.
Control Fields
On the right-hand side of the page is where you can find all of the controls within the Forms Engine.
They are broken up into 3 sections:
Patient Information
Provider Information
Other
You will learn more about these in the upcoming article.
Adding fields to your template
To learn more about adding, editing, and removing fields from your form, please select the button below. In the next article, you will learn all about the field controls that you can add to your form.
These controls give you the ability to digitize your forms within Arya. These controls will pull patient and physician information directly into the form. You can also place checkboxes, text areas, and other controls to seamlessly complete your forms within Arya.