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You'll primarily work in the EMR/EDR Main View in the center of the EMR Ability. This will displayed display the item you have selected in the Sidebar and will appear slightly differently depending on what you have selected. The Navigation Pane, for example, will only be available when a Template or a Patient Form is selected.
Sidebar
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The Sidebar allows you to navigate through the EMR/EDR Ability.
The EMR/EDR Sidebar contains the following nodes:
Form Sections: This node contains Form Sections, which are blocks of assembled Form Elements. When combined, Form Sections together make up a full Form Template. You can add and remove these by using the Green Plus and Red Minus. You cannot remove any Form Section that are default and already included.
General Category: A default Form Category that can be used for any purpose.
Downloads Category: This category contains forms which have been imported or downloaded from the Shared Forms node. If none have been downloaded, this Category won't be present.
Patient Forms: This node contains all Patient Forms which have been generated. If a patient is selected, the results will narrow to just that patient.
Locked Patient Forms: This node contains any patient forms that have been locked from further editing. Patient Forms that have been completed should be moved here to prevent further changes.
Note Templates: This node will show any Note Templates you have defined here or in the Notes Ability.
Shared Forms: The Shared Forms node contains downloadable Form Templates for a wide variety of practices. If you're looking for solid examples of pre-built forms, this is the place to look.
EMR Form Category: This node allows you to create new EMR Form Category nodes in the Sidebar to aid with organizing your Form Templates.
The sidebar will also include any categories that have been added to the EMR Form Category node, described below in Form Categories. These categories can be clearly identified by the pink/light purple folder color as shown in the above screenshotStandard Sidebar Features (seen across all MacPractice abilities):
Patient Selector: allows you to search and select a patient. When you are selected on a patient, you will only see forms for that patient in the Patient Forms node. If you are not selected on a patient, you will see patient forms that have been created for all patients.
Highlight Color Selector: allows the user to highlight certain selections in a particular color. If you select a section in the Forms Sections node, or a template in one of the tempalte category folders, you can select a color to highlight that particular record.
Plus/Minus Buttons: used in creating or deleting/archiving records. You can only delete unused sections (sections that aren’t currently on any templates. You can archive or delete templates or patient forms. If archived, they can be retrieved from the Retrieved Archived option under the File Menu. If deleted, the template or patient form is gone forever, and cannot be retrieved, except through a backup.
Search Bar: allows the user to search a particular selection in a given node. If the Form Section node is selected, this will search section titles in that node; If a templates folder is selected, this will search template titles in that node, and so on.
EMR/EDR-Specific Folders (Nodes):
Form Sections (purple): This folder contains all form sections, which
are blocks of assembled Form Elements, that have been created or imported into the database. Sections in this folder may or may not exist on templates, but are available to be added to templates. Use the green plus button to create a new section and the red minus button to delete a section. If a section is used on a template that has been used for a patient form, that section cannot be deleted and red minus button will be greyed out.General (pink): This is a default Template Category folder where templates can be created using the Green Plus button. Templates will be comprised of sections located within the sections node above.
Downloads (pink): This default folder is where any templates imported into MacPractice or downloaded from the Shared Forms Library will reside. These templates can be drag and dropped into other category folders, such as General, or a custom category. If none have been downloaded, this Category won't be present.
Unarchived (pink): The folder contains any templates that have been
Patient Forms (blue): This folder stores any forms created for patients. If you are selected on a patient, this is where you will see all of their past patient forms. If you are not selected on a patient, this folder will show all past patient forms for all patients.
Locked Patient Forms (blue): This folder will contain patient forms that have been locked. Locked forms prevent any further edits or changes to that particular form. The only way to edit the content of a locked form is to click the Unlock button on the top right of the form. A duplicate will be made and the original will be archived.
Note Templates (yellow): This folder gives the user access to Notes templates that can be used to pull in EMR form narratives.
Shared Forms (cloud icon): The Shared Forms Library contains pre-made templates that can be downloaded and used by any office. In order to view a form, it must be imported into the system, which will go to the Downloads folder. Within the Shared Forms Library you will see:
Select Specialties Filter: Allows the user to select a specific medical specialty a forms may be designated for.
Form Version Filter: A form may go through several iterations of updates. This filter allows the user to select a version designation. The higher the number the most recent, but generally all versions would be searched. By default, versions 3 and 4 are selected, which will return the most results.
Apply button: Commits the selected filters and searches based on the filter criteria.
Main Window: Shows the resulting list of templates/template bundles. Categories in this window are:
Form Version: Shows the version a particular template or bundle is designated as.
Form Name: Shows the name of the template or bundle.
Specialty: Shows the medical specialty the template or bundle is designated as.
Description: Usually indicates the number of templates in a given bundle. This will be the number of templates added to your database, if downloaded.
Created: Date and time the template or bundle was added to the Shared Library.
Approved: Indicates templates or bundles approved for sharing.
Uploaded By: Indicates the user that added the template or bundle to the Shared Library.
Download button: Downloads the selected templates or bundle to the Downloads folder in EMR. Templates and bundles can only be downloaded one-at-a-time. Command and Shift-selecting is prohibited in this area.
EMR Form Category (reference): This node allows for custom Template Category Folders (the pink folders) to be created. This allows the user to create categories where they can organize the various templates they have, so they don't have to store everything in the General folder. As you can see in the screen shot above, the titles in this node correspond to the pink category folders in the Sidebar. When adding a Form Category you will see the following fields:
Form Category: where you would specify a name for the Category Folder.
Form Category Order: where you would specify the order in which this folder appears compared to other category folders.
Family History (reference): Not Used.
Sensitivities (reference): Not Used.
Social History (reference): Not Used.
The above listed are all default folders, or nodes, in the EMR sidebar. These particular nodes cannot be removed or altered, though custom Category (pink) folders/nodes can be added in order to categorize templates. Custom Category folders that are created, but empty, can be deleted from the EMR Form Category Reference by selecting the category and clicking the red minus button. If you need to delete one that has template in it, drag and drop these templates to another category, then you will be able to delete once it is empty.
Menu Bar
The EMR/EDR Menu title contains the following items:
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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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