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 file. If you have set up default forms for medical history, episodes, or treatments, these will automatically open when you create a new patient, episode, or treatment, respectively.

If no default form is set, you have the option to manually add a form.

Using medical history or episode forms

To use a medical history or episode form, first unlock the EMR.

Click on [+ Add form] to add a form.

Select the desired form by clicking the checkmark at the end of the corresponding row. You can choose where you want to add the form: Below or above the already existing forms.

Tip: If you're unsure which form you want to use, click on the eye icon to open a preview before selecting your form.

The form will open and is ready to be filled in. If you wish to change the order of the forms, you can do so using the arrow icons. This allows you to move the form further up or down. You can delete the form using the trash can icon.

When you are finished editing, lock the form again.

Tip: Make sure you have the correct tab open (episode or medical history).

Using treatment forms

If no treatment has been registered yet, register it first, either via the appointments bubble or directly in the EMR.

To register via the appointments bubble, click on the [+ Register treatment] button:

 

Or via the EMR, click the [+] button next to the selected appointment.

If there is no appointment in the calendar and you still want to register a treatment, click on the button below:

 

After registering a treatment, the treatment notes will open.

Click on [+ Add form] to add an (additional) form.

Once you have finished editing the treatment notes, lock the treatment by clicking on the lock icon.

Sharing forms with patients

In the patient file, go to the shared forms tab and click on [Share a form].

A pop-up will open. Select the desired forms.

Choose the desired email template and click [Share forms] to send the forms to the patient.

 

Tip: By clicking the [Preview] button, you can view a preview of the email.

The sent forms are now in the list.

When the patient has completed the questionnaires, you will see a red dot appear in the EMR, indicating that the forms have been filled in.

Link the forms by clicking on the three dots and selecting the desired location in the EMR.

Tip: It is also possible to share a form directly from the complaint or medical history. When these are completed, they will be linked automatically. You can do this by sharing the form from the complaint or medical history tab instead of the shared forms tab.

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