Set default form

A standard form or protocol is a form that is automatically added to the EMR when you create a new treatment, episode, or medical history (upon creation of a new patient).

Go to [Settings] and then [EMR].

Click on [Episode], [Treatment Timeline], or [Medical History] to set a default form.

If a form has already been set, you will see the title of the form displayed.

To change the form, click on [Selected initial form]. If you do not want to set a default form, click on the [X] button.

After you click on the selected default form, a list of possible forms to set up will open.

Choose the desired form and confirm your choice by clicking the [select] button.

If a default form has not yet been set, click on [Select form] to also see the list of available forms. You select the desired form in the same way.

• Related Articles

• Form editor

  On the left, you see all the fields and layouts. On the right is your workspace, where you can drag, copy, modify, or delete all the components (fields and layouts). Each component has specific properties. To add a component to your workspace, click ...

• Setting up a default treatment

  A default treatment is the treatment type that is automatically selected when booking an appointment. The default treatment can depend on location and user. You set a default treatment using the item pre-settings. Go to [Settings] > [Finance] > ...

• Creating Forms

  You use forms in the EMR. They are linked to a patient's medical history, an episode, or a treatment. You can read how to create a form here. If you want a form to open by default when creating a new patient, episode, or treatment, please read the ...

• Using forms

  In this article, you can read how to use a form or protocol in the EMR. If you want to know how to create a form, please read Creating forms. Read more about setting default forms in the article Set default form. You use forms within the patient ...

• B3. Want to be extra prepared? Go ahead and set up these settings!

  For a smooth kick-off, we recommend taking a look at the settings below beforehand and, if possible, setting them up. If you get stuck on anything, don't worry; we'll go over it together during the kick-off meeting. 1. Set up your SMTP for outgoing ...