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Text Field
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The Text Field Element captures a line of text. It is best used for short responses that don't require lengthy answers or elaboration.
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Allowed Text Drop Down: This drop down contains several options to help you restrict what kind of text a patient can fill out in this form. You can choose from the following:
Free Form: Allows free format entry
Alphanumeric: Allows the numbers 0 to 9 and letters A to Z, with a checkbox to Capitalize all letters
Letters Only: Allows only letters with a checkbox to Capitalize all letters
Numbers Only: Allows only numbers
Date Only: Allows only a date with a 00/00/0000 sequence
Phone Only: Allows only a phone number with area code and number (000-000-0000)
Max Length: This field sets the amount of characters allowed in the Text Field. By default, 40 characters are allowed, however the field can be set anywhere from 1 to 255 characters.
Label
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The Label Element adds a text label to other Form Elements. It is a very simple Element with no Options to customize other than the position, size, and color of the Label.
Textbox
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The Textbox element generally functions like a normal Text Field, except with more space available for additional detail. This should be used for fields where you want to give the recipient plenty of space to fill out a longer response.
There are no Options under the Options Tab for customization.
Checkbox
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The Checkbox element adds a checkbox that the user can check and uncheck. This Checkbox can be customized to change how this is reflected in the Narrative View of the Form Section.
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Default Checked on Patient Form: If this option is checked, when a patient form is generated using this Form Section, it'll check this Element's checkbox by default.
Narrative Checked/Unchecked: These fields will include their text onto the Narrative if the checkbox is checked or unchecked, respectively.
Popup button
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The Popup Button Element is designed to select an option from a list. This list is defined in the Options Tab in the Inspector of the Forms Palette. You can choose from one of many Reference categories in MacPractice, you can define your own.
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#1 item as default: When the form is first loaded, if checked, the first option listed in this list will be chosen by default.
Import: This will import values from a file. Useful if you have a long list you want to include.
Abnormal checkbox: If checked, this option in the list will be listed with the Abnormal color, set in EMR Preferences. (MacPractice Menu > Preferences > EDR/EMR > Others Tab)
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Image View
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The Image View allows you to insert an image into a patient form. You can either add one during the Form Section construction such as a logo or other visual element, or you can leave it blank and add images specific to a patient when generating a patient form.
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Combo Box
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The Combo Box Element is a special element that allows you to either create custom lists for a patient to choose, or you can pull in particular Reference data via the Forms Palette's Inspector.
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#1 item as default: When the form is first loaded, if checked, the first option listed in this list will be chosen by default.
Import: This will import values from a text file. Useful if you have a long list you want to include. You'll want to use a text program, we recommend either Text Wrangler or BBEdit.
Drawing View
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The Drawing View element allows drawing on a Form with the Drawing View tools in the Forms Palette.
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Line Width Slider: By adjusting the slider at the bottom, you can increase and decrease the line width of any drawn shape.
Pencil: This tool lets you draw directly with the mouse cursor.
Line: This tool allows you to create lines by clicking and dragging in the Drawing View element.
Square: Places a square in the draw area
Circle: Places a circle in the draw area
Stroke Color: Sets the drawing color from the Color Palette.
Progress Note
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The Progress Note is designed to capture the progress of a patient's clinical status throughout care. An office can set up several pre-prepared Progress Notes which can then be quickly applied to a patient form.
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Within the Inspector, the Options tab is used to import. Imported information should be created in a program such as BBEdit or TextWrangler. Each line of the text file should be formatted as such: Title##Content.
Diagnoses and Billing
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The Diagnoses and Billing Element is used to add diagnosis codes and procedures to the form. It is a large Element that will take a full page, so make sure you set your Form Section to a Full Page in the Forms Palette (or manually adjust the Height to a minimum of 650 to ensure this Element fits)
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The checkbox to the right, when checked, shows the Order on the patient’s narrative. If an order has been changed or submitted by mistake, unchecking this box removes the order from the narrative.
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Signature Box
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The Signature Box Element is used to add a signature to the Patient Form. When a form with this element is generated, you can click the "Start Signature" button to be taken to a full screen signature field. You can use your mouse to click and drag to draw a free-form signature. There'll be three buttons at the bottom.
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There are no additional customization options in the Options Tab.
Slider
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The Slider element is used to set a value between 1-100. You do this by using a simple slider to click and drag to the desired value. The value set will then be reported into the Narrative side.
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Min: Sets the minimum value of the Slider
Max: Sets the maximum value of the Slider
Precision: Set the increment by which the Slider is adjusted
Medications
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The Medications Element allows you to add and Hahaha Medications in the Patient Form. These are pulled from the Rx Ability in MacPractice.
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As a final review, confirm the medication reconciliation list in the resulting window. Click the Next button to dismiss the Medication Reconciliation window.
Vitals
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The Vitals Element, when added to a Patient Form, adds a Patient Vitals table that allows you to add new Vitals Records, and display older Vital records.
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Any changes to Vitals Records will impact the Patient's Clinical information, located in the Clinical Ability (or Patients Ability > Clinical Tab on older builds of MacPractice).
Allergies
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The Allergies Element, when added to a Patient Form, will add an Allergies Table that allows you to add records of allergies to the patient form.
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As a final review, confirm the medication reconciliation list in the resulting window. Click the Next button to dismiss the Medication Reconciliation window.
Race and Ethnicity
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The Race/Ethnicity Element, when added to a Form Section, adds a table to the patient form that allows you to set a patient's Ethnicity, Language, and Race.
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This element interacts with the Patients Ability > Patient Tab > Race/Ethnicity Sub-Tab, and the fields are identical except for the "Review Performed" checkbox, which is simply an indicator that the patient was consulted with when filling out the patient form.
Problem List
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The Problem List Element, when added to a Form Section, adds a Problem List table that displays diagnoses previously entered in a patient's Problem List in the Clinical Ability of MacPractice. (Clinical Tab in older builds of MacPractice)
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As a final review, confirm the problem list reconciliation in the resulting window. Click the Next button to dismiss the Problem List Reconciliation window.
CQM Supplemental
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The CQM Supplemental Info Element, when added to a Form Section, is used to add SNOMED codes to a patient's clinical record for inclusion in the Clinical Quality Measure (CQM) reports. For a SNOMED code to count toward the CQM reports, it must be entered through this Element.
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To add a SNOMED code, simply click the Green Plus, which will bring up a search window. Typing into the search window will narrow the results down. Once you've selected the desired SNOMED code, click the Select button to add it to the table.
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Charting View
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The Charting Element, when added to a Form Section, displays information from the Charting Ability in the Patient Form.
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You cannot add procedures from the Charting View element.
Family History
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The Family History element, when added to a Form Section will include a Family History table on a patient form, which is then used to enter conditions related to the patient's family history. This interacts with the Family History Clinical widget in the Clinical Ability. (or Clinical Tab of the Patients Ability on older builds of MacPractice)
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No Changes: If there are no changes to the family history, check this box.
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Chief Complaint
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The Chief Complaint Element, when added to a Form Section, displays the primary reason for a patient’s visit. This is displayed on CDA documents (clinical summaries).
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A Chief Complaint can be removed by clicking the red minus when a complaint is selected. A prompt will appear verifying that the complaint should be deleted. Once deleted, a complaint cannot be retrieved, but a new one may be added.
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Clinical Instructions
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The Clinical Instructions Element is a specialized text field that serves as directions from the doctor to the patient. When added to a Form Section, you can either write directly into the Clinical Instructions field, or you can use the Show Macros button to set up macros to quickly post pre-set information into this field.
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Clicking the gear icon next to the title of the macro will allow the content or title of the macro to be edited.
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Immunizations
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The Immunizations Element displays the details of a patient’s Immunization history. This will display on CDA documents (clinical summaries).
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Once you've set these fields to your liking, you can click the Done button to save the Immunization. Any Immunizations added here will be reflected in the patient's clinical record.
Smoking Status
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The Smoking Status Element, when added to a Form Section displays a table that contains the patient’s smoking status and history as entered in the patient's Smoking Status in the Clinical Ability of MacPractice (Patient Ability's Clinical Tab on older builds of MacPractice)
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