DrCloudEHR provides you with a wide range of standard forms you can use to document demographic, financial, legal and clinical information for a patient within the context of an encounter. 

You can use the Form Builder feature to enhance the portfolio of available forms by designing custom forms that meet your needs. You can also duplicate and then modify forms in active use, and add the modified forms to your portfolio. 

This topic contains the following sections:

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.

The image below shows a form containing a section (Contact Information) and a group containing three fields:

You can change a field from its current type to a different type, depending on the kind of information you want to be able to enter into the field or display when a patient is selected. See the Fields Types topics to review the different types of fields and their attributes. 

Preview the Form as You Work

As you create or modify a form, click the Preview button at the top of the page to see your changes and explore the form’s behavior. You can enter data into input fields, or view data for a selected patient loaded from the database. Data you specify in fields while in preview mode is not recorded in the DrCloudEHR database.

Create a New Form

After you add a new form, you add sections, groups, and fields to the form. 

If you select Referral Form as the form type, the form includes a Referral Section that contains the required fields included by default in the form. You cannot modify or remove the fields in this section, which are displayed in the new form. 

Note that you can click Import Form to import a form that was exported from another DrCloudEHR site.

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.
   
   
   
   
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. 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.
   
   

Add Sections, Groups, and Fields to a Form

You follow the process for editing a form to add sections, groups, and fields when you create a new form, edit an existing form, or duplicate a form to use as a template. 

When you edit a form, the sections, groups, and fields within the form are listed on the right side of the page. You can use the list to easily access a section, group, or field that you want to edit.

In addition to editing existing sections, groups, and fields, you can add new entries to a form.

Save the form when you finish editing a portion. Otherwise, the modification you made will not be applied to the form.

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. 
   
   

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.
   
   
   
   
2. Optionally select the Show Horizontal Rule checkbox to center the section name on the page.

Add or Edit a Group within a Section

1. Click the Edit button for a group in the Edit Section page. A list of fields within the group where you can edit or add fields appears.
2. Optionally modify the group name. Select the Display Group Title checkbox to display the name on published forms. Because the group name is primarily used to organize the structure of a form, it does not appear on published forms by default.
3. Select the Start New Line With Group checkbox to add the group of fields below the final group in the form.

Add or Edit a Field within a Group

For more information on the different types of data fields and their attributes, see Field Types.

1. Click the Edit button for a section in the Edit Group page. A list of fields within the group appears.
   
   
   
   
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.

Specify Allowed Signatures

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 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.

Publish a Form

After you are done modifying a form, and want to enable it to be used in production, you can publish it. After you publish a form, it is available under Form Builder Reports in the Reports module.

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.
   
   

Duplicate and Version an Existing Form

You can duplicate an existing form and modify it to create a new form. Use this option to create custom versions of published forms.

When you duplicate a form, the tool adds a duplicate form with the same name as the original, but with a new version number appended to the end of the name, to the bottom of the Form List. For example, if you duplicate a form named fb_form, the duplicate is named fb_form_v1.

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.
   
   
5. Click Edit to edit the form.