This article seeks to cover the basic workflow for building an EMR/EDR Form Template from beginning to finish. We'll cover recommended steps and practices when building your Form Templates and demonstrate how to effectively utilize the Narrative View to provide a quick readout of a finished patient form. If you have any issues or are confused by any of the steps provided, don't hesitate to contact MacPractice Support!

If you're looking for a more basic overview of the EMR/EDR Ability, click here.

You can read more about Form Elements and Pull Fields in their respective articles.

If you are interested in custom templates designed by our MacPractice Support team, please read this article here.

• Creating Custom Form Sections

• Editing the Narrative

• Adding Pull Fields to a Form

Workflow Overview of Form Template Creation

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