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Adding EMR/EDR to the Toolbar
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Once the EMR/EDR Ability has been added to your MacPractice license, you'll simply need to navigate to MacPractice Preferences located in the MacPractice Menu. Click "Abilities" in the Sidebar of the Preferences window, and in that section, click the Fetch License button.
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To add the EMR/EDR icon to the MacPractice Toolbar, right-click or Control-click the MacPractice Toolbar , choose the Customize Toolbar item, and and select “Customize Toolbar”. From there, you can drag the EMR or EDR icon to a location on the Toolbar.
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You can access EMR and EDR Preferences from the MacPractice Menu > Preferences > EDR or EMR:
This Preference category is split into three tabs. You can read more about EMR/EDR Preferences here.
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The main recommendation we have is to ensure that in the Data Tab, you have the"Ask Me What To Do For Each Section" option is selected in the Data Tab's selected under "When a new form is created" preferencecreated”.
This will allow you to decide when creating a new patient form what information you would like to pull for each section, giving you more granular control over how you handle each generated patient form.
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Import EMR/EDR Forms: When selected, a file selection window will appear, allowing you to select an .ETPL file that was exported using the Export Forms option described below. Any form templates present will be imported. You'll see a confirmation prompt indicating that the import is complete if successful.
Export EMR/EDR Forms: When selected, this option will open a window that will let you choose form templates to export. You can choose to export all, some, or a single form by checking and unchecking them. Once you have selected the forms you intend to export, click the Export button. You'll then be prompted to save the exported forms into a single file as a .ETPL file.
Send Form to Kiosk Machine: Allows users to send a selected Patient Form to the Kiosk for the patient to fill out.
Show Layout Rectangles: Shows a red border around each element (as pictured above) when in a Form Section.
Toggle Narrative/Form: Toggles the form between Narrative and Form views
Toggle Palette: This option brings up the Forms Palette, which is used to edit and examine Form Sections, Form Templates, or Patient Forms. Click the link to learn more.
Print Patient Forms: This option will either be listed as "Print (Patient Name)'s Patient Forms", or "Print Multiple Patient Forms", depending on if you have a patient selected or not. This will open a window where you can search for and select which forms you'd like to print.
If a patient is selected, this window will only display forms for that patient.Print Narrative: Prints the Narrative View of a form.
Upload Form to Shared Forms: sends a copy of the selected form to MacPractice to share with other offices.
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Form Categories
Form Templates can be placed into Category nodes by dragging the template to any Form Category node within the sidebar.
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With a Patient Form Selected:
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When a Patient Form is selected, this view can either be the Form Table View or the Clinical Ledger. You can toggle between the two by Control-Clicking or Right-clicking on the table. If you want to adjust the default, you can adjust the Default View by navigating to EMR/EDR Preferences in the MacPractice Menu > Preferences > EMR or EDR, and checking the Others Tab as shown below, specifically the "Default View Below Form" selector.
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Form Table View
By default, the Form Table View is visible, which will display a record of this patient's responses when filling out this particular patient form. You can note the responses in the subsequent columns.
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In Preferences, you can adjust the behavior when you double click an item in the Clinical Ledger's detail pane. If you check MacPractice Menu > Preferences > EMR or EDR > Others Tab, you can adjust the "When double clicking on an item in the Clinical ledger" selector. This will either allow you to be taken directly to that item in the same MacPractice window, or you can open a new MacPractice window.
Navigation Pane
A list of the individual Form Sections within the Template can be found in the Navigation Menu within the right side of the MacPractice window. Click any form section in the Navigation Menu to find that form section on the template.
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The EMR/EDR Narrative of a form displays a text layout of the form suitable for printing for a patient or another provider. The Narrative View of a form can be customized to an office's needs.
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To switch to and from the Narrative and Form Views, you can navigate to the EMR/EDR menu and select Toggle Narrative/Form. Alternately, you can press the Command and Backslash keys on your keyboard to flip the form between Narrative and Form view.
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You can print the Narrative view of a form by navigating to the File Menu and selecting Print, or by pressing the Command and P keys on your keyboard.
You can read more about Narratives in our Building Templates article. There is a section of the article that goes more into depth about Narratives specifically.
Generating a Patient Form from a Template
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To generate a form for a patient, select the template you wish to generate, then click the Green Plus. If a patient is not selected, you'll be prompted to select one.
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Forms that have been generated for a patient will appear in the Patient Forms node with any of the resulting pulled data. You can then navigate through the form using the Navigation Pane and the Main View to complete the Form. With some Form Elements like the Drawing View, you may need to utilize the Forms Palette to the Forms Palette to complete the section.
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Locking and Unlocking Patient Forms
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Click and Drag the patient form in the sidebar to Patient Forms to Locked Patient Forms. No Prompt will occur.
Use the Palette and select the Lock Form button. You will receive a prompt when locking the patient form.
Use the Menu Bar > Text > Move EMR/EDR Form to Locked. You will receive a prompt when locking the patient form.
Use commands on your keyboard with Control + Command + L. You will receive a prompt when locking the patient form.
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Unlocking
In the future, if an edit needs to be made to a locked form, you can click the Unlock button on the top right of the form. A duplicate will be made and the original will be archived.
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If you have a patient selected, the EMR/EDR Menu will have an option that says Print (PATIENT'S NAME) Patient Forms. If no patient is selected, this option will instead state "Print Multiple Patient Forms".
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From here, a new window will open that allows for a date filter. With the date filter you can set a beginning and end time to search for specific forms within the time frame. If a patient was selected, you will only be able to see results for that specific patient.
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To remove a Form Section from a form, simply click it from within the Main View of the form. With the section selected, press the delete key on the keyboard and click the Remove button on the resulting window.
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Deleting a Template
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To delete a Template, select the Form Template in the sidebar and click the Red Minus button. If the form has been used for a patient, it cannot be deleted. However, you will be prompted whether you'd like to delete or archive a Template. An archived form will remain within the database but will not appear in the EMR/EDR sidebar. We strongly recommend archiving any Template that has used previously.
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If the form has not been used for a patient, you'll instead be prompted whether you'd like to delete the accompanying Form Sections as well. Please note that Form Sections that are being used in other forms will not be deleted if you choose Delete All.
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