...
The appearance of the Forms Palette will be different depending on whether you have a Section, a Template, or a Patient Form selected in the sidebar.
| Table of Contents |
|---|
With a Section Selected
With a Form Section selected, the Palette contains several tools used to create and modify Form Sections and Form Elements. This view is divided into four areas, Form Section, Inspector, Form Elements, and Pull Fields. You can expand and contract each of these areas with the triangle icon to the left of each area divider.
...
Pull Fields pull information from Patient Accounts. Each of the Pull Fields are documented in the Pull Fields section of this topic.
With A Template Selected
...
With a Template Selected, the Forms Palette will contain the following options:
Name: Sets the name of the Template as it will appear in the Sidebar of the EMR/EDR Ability.
Form Description: Sets the description of the Form as it will appear in Shared Forms
Specialty: Sets the Specialty to which the Form belongs within Shared Forms
Zoom: This field controls the zoom level of the Patient Form currently selected. You can increase the value to increase the size of the Patient Form, or decrease the value to shrink the size.
Upload to Shared Forms: The Upload to Shared Forms button will upload the form to the Shared Forms repository on MacPractice's servers, normally accessible to you via the Shared Forms node. This will potentially make the uploaded form accessible to other practices.
It is advised that you do not utilize this function unless directed to by MacPractice Support.
With a Patient Form Selected
If a Patient Form is selected, the Palette will look like this. You'll note that the Palette is separated into three sections: Patient Form Properties, Attachments, and Drawing Tools. You can expand and contract these sections by clicking on the drop down triangles on the left hand side.
...