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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. 

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  • 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.

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    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 a selected form template to MacPractice to share with other offices. Templates do not contain patient data, so this will not upload any patient data to shared forms.

Form Categories

Form Templates can be placed into Category nodes by dragging the template to any Form Category node within the sidebar.

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