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Understand Form Structure

A form consists of one or more sections. Each section contains one or more groups, which in turn contain one or more fields. A field might take user input, or it might display data drawn from previous form entries or from the application database. When you add, edit, or duplicate a form, you add or modify the sections, groups and fields within the form.

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1. Click the Practice tab.
2. Click the Administrative tab in the left-hand navigation bar, and then click Form Builder.
3. Click Add Form.
   
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4. Enter a name and description.
   The new form is given a default name, which includes a version number if there are other forms in the system with the same name. You can modify the form name.
5. Select the form type from the Form Type menu. 
   If you select Referral Form as the Form Type, the form includes a Referral Section that contains the required fields included in the form by default.
6. Select elect the Display Start and Stop Times checkbox if the form can be used to track the duration of treatment during an encounter.
   The data is pulled from the start and stop time logged in the encounter, based on how the corresponding category type is billed. This information is used for billing, and can also be used to analyze how much time a provider spends with patients.
   
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Add Sections, Groups, and Fields to a Form

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1. Click the Practice tab.
2. Click the Administrative tab in the left-hand navigation bar, and then click Form Builder.
3. Enter search criteria to find the forms you want to edit, and then click Search. To find forms that contain specific text, enter the text string in the Search field. To view only unpublished forms that you can edit, set the Form Type field to Unpublished Forms.
4. Click the Edit button for the form in the Form List table. 
   
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Add or Edit a Section

1. Click the Edit button for a section in the Edit Form page. A list groups within the section where you can edit or add groups appears.
   
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2. Optionally select the Show Horizontal Rule checkbox to center the section name on the page.

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1. Click the Edit button for a section in the Edit Group page. A list of fields within the group appears.
   
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2. The attributes that appear on the page depend on what you select in the Kind of data that will be entered menu, which indicates the data type the field uses. 
3. Click Add Condition to add conditional logic to the field. The condition is based on the data entered in the field you select from the Previous Field menu. For example, you might add conditional logic to determine whether a field is displayed based when the client was admitted.

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When you add or edit a form, you can specify the groups of patients or providers who are allowed to sign the form. Groups are defined by membership in Access Control List (ACL) groups defined in the Administration module. For more information, see Manage Access Control Listssee Managing Security.

After you select a signature type, you can select the corresponding ACL groups containing the individuals who can sign the form.

Select the checkbox for each required signature type under Signature Types Required. Checkboxes for the corresponding ACL groups of patients or providers are enabled below. You can optionally change the name of a signature type label.


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Publish a Form

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1. Click the Practice tab.
2. Click the Administrative tab in the left-hand navigation bar, and then click Form Builder.
3. Click the arrow key to the far right of the form entry, and then click Publish.
   
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Duplicate and Version an Existing Form

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1. Click the Practice tab.
2. Click the Administrative tab in the left-hand navigation bar, and then click Form Builder.
3. Enter search criteria to find the forms you want to edit, and then click Search. To find forms that contain specific text, enter the text string in the Search field. To view only published forms that you can duplicate, set the Form Type field to Published Forms.
4. Click the Duplicate button for the form in the Form List table. The tool adds the duplicate form as the last entry in the list.
   
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5. Click Edit to edit the form.

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