In the patient chart > Forms tab, you can create a new form from the existing templates and fill in the fields accordingly.
Adding a New Form
Navigate to the patient in question and go to Forms.
The panel on the left will display a list of existing forms for the patient. You can select Upload, if you wish to upload a form directly from your computer.
To create a new one, click New .
You will see the library of available form templates. You can search by title or mark your frequently used templates as favourites using the star icon.
Once you've chosen one or several forms from the list, you can click Select at the bottom to populate them in the patient's chart.
Physician Information on Forms
For clinical users, physician information controls, such as name, billing number, or signature, will pull information from the profile of the person creating the form.
For non-clinical users, you can fill the form on behalf of a physician. When selecting the necessary template, you can choose the physician from the drop-down:
The patient's MRP (Demographics > Assigned To) is selected in the field by default, but you can manually choose a different user instead.
This user's information will be automatically pulled into the form from their account.
Editing Forms
Any field in your form, even if it has automatically pulled in information, can be further edited or cleared by you if necessary.
You can use the Free Text fields to type in information, as well as check the required checkboxes.
When you are completing the form, you can select Profile, to bring up the patient's profile summary on the right-hand side.
Form Actions
Once you have filled in all the necessary fields within the form, you can:
select Share to send the form to the patient's portal.
select eFax to add the form to the eFax Outbox.
select Print to print or download the form.
select Delete to remove it.