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This article covers each Form Element as it appears in the Forms Palette, which you can read about here. We'll include a screenshot of the Element icon as it appears in the Forms Palette for easy recognition, and explain the unique options available in the Options Tab for each of these Form Elements.
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The vast majority of Elements can have their position and size adjusted in the General Tab of the Forms Palette. We'll only mention if there are items specific to that particular element in the General Tab.
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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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The Drawing View element allows drawing on a Form with the Drawing View tools in the Forms Palette.
The Element itself does not have many customizations options in the Inspector of the Forms Palette, other than options to display and print the border around the element in the General Tab.
We do recommend creating a Label element to indicate the Drawing View element clearly.
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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.
When adding this Element to a Form Section, you'll want to click on the Edit button, which will then show the table where you can add and remove Progress Note templates. Clicking the Green Plus will add a new Progress Note, and you can add or edit it on the right side. Clicking the Done button will flip you back to the normal view.
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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)
To add a new family history record, you can click the Green Plus in the upper right of the Element. After selecting the detail you'd like to add, a popup will appear with a window that allows you to select which family members to apply the detail to.
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The Immunizations Element displays the details of a patient’s Immunization history. This will display on CDA documents (clinical summaries).
Existing Immunizations on the patient's record that have been entered into the Immunizations widget of the Clinical Ability (or Clinical Tab on the Patients Ability on older builds of MacPractice) will be shown in this table.
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This will display on CDA documents (clinical summaries).
You can add to this table by clicking the Green Plus, or remove items with the Red Minus (although keep in mind removing items from this table will also remove them from the patient's clinical record). When you click the Green Plus, a prompt will appear allowing you to choose a Smoking Status and the date range for it, as well as a checkbox for whether Cessation Counseling was offered.
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