Create Custom Medical Form Layouts for Precise Record Keeping

Medical Forms and Custom Layouts. We know in a medical environment time is of the essence and information needs to be displayed exactly how you want it. With our software creating, customising and editing medical forms is easy. Users can adapt forms to fit their workflow and display needs. Whether it’s individual patient forms or entire templates across the team we’ve given you real control over layouts and data entry.

In healthcare details matter. Here’s a breakdown of the form customisation options that make that possible.

Medical Forms

In our software medical forms are data entry tools. Forms can be created, customised and integrated across different modules, patient charts, consultations, lab results and more. Every form can be structured to include only the fields you need, so patient information management is specific and easy to use. Forms can be standalone records or integrated into the patient editor, consultation editor or specific departments like lab or nurse notes.

• Integration Across Modules: Forms can be added to patient charts, consultations, lab results and nurse notes so they’re available across relevant areas.

• Template-Based Forms: With Form Templates you can create standard data entry across the system by using pre-designed or custom layouts.

• Standalone or Embedded: Forms can be used as standalone or part of a larger patient record depending on your workflow.

Customisable Form Layouts

Customisable layouts in the system allow for flexibility in form design and information display. The Form Template Designer lets users decide which fields appear, how they’re laid out and how much detail is captured. Let’s go through the tools and options.

• Enable or Disable Fields: Using the Form Editor you can enable or disable fields on a form so only relevant data is collected.

• Patient Chart Customisation: The patient chart dashboard allows you to customise individual patient charts so data is visible, you can add, hide or move fields to suit your medical practice.

Form Template Designer: Creating Your Templates

The Form Template Designer lets you create templates to meet your documentation needs. This template structure gives you control over the form layout, single column, multi column or sectioned by category. Any template you create can be updated to fit changing needs without affecting existing records.

• Create New Templates: Create a new template from scratch and add unique fields and categories.

• Clone Templates: Clone an existing template to create a new one without affecting the original, useful for updating or modifying forms for different specialties.

• Move Fields and Labels: In each template fields and labels can be moved, renamed and edited to fit your needs.

• Delete Templates Wisely: Deleting a form template will delete all forms associated with it so use this option carefully.

Field Options

Each field in a form has its own customizable properties including the editor type (textbox, dropdown etc), labels and values. This gives you the flexibility to design a form that looks right and meets your data entry needs.

• Textbox and Dropdown Editors: Choose the right editor for each field to match the data being collected.

• Predefined Values for Dropdowns: Dropdowns can be populated with predefined values to save time and consistency.

• Styling: Fields and labels can be styled with font, colour and padding.

Form Fields and Types

Field customization is a key feature of our form templates. Fields can be added individually to any form template and customized for specific information needs. This is easy and consistent across all forms.

• Field Containers: Group fields into logical containers in the form, add sections and sub sections as needed for clarity.

• Field Types: Include different field types, text, number or date fields to capture the information in the right format.

• Unique Value Fields: Some fields can be marked as unique, meaning the values are the same across all records for the same patient. This is useful for fields like allergies where consistency is critical.

• Clone Fields: Need the same field in multiple templates? Fields can be cloned from one template to another to save design time.

Patient Chart and Consultation Editor

Forms are available as integrated components within the patient chart and consultation editor so data can be entered directly into patient records. This means you can update forms without leaving the patient chart or consultation editor and keep the record together.

• Patient Chart Forms: Add forms to patient charts for easy access and quick entry during patient visits.

• Consultation Editor: Forms are displayed on the consultation editor’s sidebar, categorised by areas like physical exam, vitals or review of systems.

• Lab/Imaging Integration: Templates for lab and imaging use are available in the patient chart, only accessible to authorised users.

Custom Columns in Grid Views

In addition to form layouts our system supports custom columns across grid views so you can add columns relevant to your workflow. These custom columns make it easy to view and organise patient data and can be personalised by each user.

• Add Columns: Adding custom columns allows you to see specific data points at a glance.

• Customise Grid Views: Whether it’s the patient list, medical records or any other main grid view you can arrange columns to suit your needs.

Using the Form Editor for Direct Data Entry

The Form Editor allows you to interact with the data entry form and fill in patient information according to a template. Each form can have fields like patient name, date, medic details and location. Plus the Form Editor has features for easy data entry tweaks:

• Data Entry: Enter values into the form quickly, select from dropdowns or type directly into text fields.

• Save and Close: Every form can be saved and closed from the editor so data is saved without extra steps.

• Printable Reports: From the Form Editor you can print or export form data into customizable reports for patient records.

Standalone Forms: In Patient Chart

Forms in our software aren’t just integrated; they’re also standalone records in the patient chart so you can add or edit forms independently of specific encounters or consultations.

• Records Menu Access: Access standalone forms from the records menu, under activities or within specific patient charts.

• Edit and Delete Options: Open and edit any existing form from the record. To delete select the record and confirm with the delete prompt.

• Standalone Access: Each form is a record in itself within the system so you can document patient information in more ways.

Timeline and Widget Integration

For a more visual way to view patient information our system has timeline views and widgets that show the chronological order of medical records. Widgets display recent form values on the patient chart dashboard so you can see relevant data at a glance.

• Timeline: A chronological view of the patient’s medical records and allows you to edit or add new records.

• Latest Values Widget: A widget that can be customized to show recent values from selected form fields.

• Field Values Widget: For more detail the Field Values Widget shows form values in grid or chart format.

Video Tutorials and Learning Resources

We have a series of video tutorials to help you set up and customize forms. These cover everything from creating new templates to using specific editors and customization options.

• Form Editor Usage: How to enter data, save and print/export from the Form Editor.

• Form Layout Customization: Tutorials on changing the layout of forms within the consultation editor.

• Form Layout Customization: Video guides on creating, cloning and editing templates in the Form Template Designer.

Conclusion on Custom Layouts in Medical Forms

Setting up a medical forms layout that suits your practice takes only a few steps. Whether it’s creating a new form from scratch or modifying an existing template the customization options in our software makes it all possible. The features are there, waiting for you to mold into what your practice needs. From the integration across the patient chart to timeline tracking and widget displays this system has got you covered so you have the exact data layout you need when and where you need it.