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The Incident can also be exported using direct messaging or uploaded to the patient portal if desired.
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Creating Patient Forms
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You can easily create patient forms by clicking the Green Plus in the sidebar with an Incident selected. A window will appear, prompting you to select an EHR Template to create a form from.
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Pull Data
At the bottom of this prompt, there are two checkboxes which allow you to control what data is carried forward from previously filled out forms.
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Selecting an EHR Form in an Incident in the sidebar will bring up the form's contents. On the left, a Table of Contents pane contains all of the sections that make up this new form, with a Go To button to the right of each listed Section, which you can click to quickly navigate to that section.
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This Table of Contents can be expanded or minimized by clicking the button the button with the horizontal lines, located in the top bar above the form.
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Add Annotation: When clicked, this button will allow you to add an annotation to the end of this Section that will appear on the Narrative and the Form View. This is useful if you want to elaborate further on a particular entry. The Annotation will be printed in blue, and will list the MacPractice User's name and the date which the Annotation was made.
Clear Section: This button will clear any previously made entry in this Section, effectively resetting it. This is useful if a mistake was made in the original entry.
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After editing any fields, you can save with the keyboard shortcut Command S or by using the edit menu's Save Record option, as shown in the below screenshot. Notice that every time that the EHR form is saved, a new snapshot is created.
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If there is an error in the form after locking it, your best option is to create a new form from the same template, and pull the data forward from forward from this copy. Once this is complete, you can then archive the incorrect form by clicking the red minus in the sidebar.
Patient Portal and Assigning Forms
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The Notes section contains the Notes Template node, which you can read about here.
Template Library and Shared Templates
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If a template has already been installed, a green checkbox will be displayed on the form icon in the list of forms.
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