Patient Forms

In this section you’ll learn how to view, access and complete forms.

To view the Forms for a patient, click the Forms tab from the patient record

The following features are available on the forms tab:

  1. 1

    Start New Form

    Opens the Start New Form screen.

  2. 2

    Print

    Opens a print preview of the form list in a new window.

  3. 3

    Filter

    Filter the form list by:

    • Start date
    • End date
    • Form type
    • Department
    • Created by
    • Form
    • Profession
    • Tag
  4. 4

    Pager

    The list displays 15 forms per screen. Use the arrows to move through the list.

  5. 5

    Date of Form

    Click the header and the form list will sort by date of form.

  6. 6

    Form

    Click the header and the form list will sort alphabetically by form name.

  7. 7

    Created By

    Click the header and the form list will sort alphabetically by staff name.

  8. 8

    Department

    Click the header and the form list will sort alphabetically by Department.

  9. 9

    Form Status and Tags

    View the form’s current status (e.g. if it is in edit mode), view the approval status, and click Add tag to assign a tag from a pre-configured list.