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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. To create a new Form Category node, select the EMR/EDR Form Category node then click the plus sign to create a new record. 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.
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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) 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 Narrative: Prints the Narrative View of a form.
Upload Form to Shared Forms: sends a copy of a selected 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.
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.Form Categories
Form Templates can be placed into Category nodes by dragging the template to any Form Category node within the sidebar.
You can control how many Category nodes are present by selecting the EDR Form Category node. To create a new Form Category node, select the EMR/EDR Form Category node then click the plus sign to create a new record. Rename the record and assign a Form Category Order number. Form Category nodes will appear in the sidebar in the numerical order within the Form Category Order box.
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. The Form view is the side where data is input for the patient; The Narrative view is the printable view of the form. For the most part, only data which is input on the form side will show on the narrative (this will depend on if the form has been constructed properly). Sections and element within the sections that aren’t interacted with will not show on the narrative. Essentially, the narrative is the “final report” for that particular patient visit.
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. If a patient is selected, this window will only display forms for that patient. This will open a window where you can search for and select which forms you'd like to print.
Start Date: The date set here will keep forms from before this date from showing
End Date: The date set here will keep forms from after this date from showing
Filter By Form: Allows the user to print all patient forms or to select only specific forms (i.e. only print H&P forms)
Select All checkbox: Allows the user to check or uncheck all forms listed
Oldest to Newest dropdown: Allows the print order to print the forms from oldest to newest, or in reverse order, from newest to oldest.
Cancel: Cancels the print task
Print Forms: Allows the user to print the Form View of the selected forms
Print Narratives: Allows the user to print the Narrative View of the selected forms
Print Narrative: Prints the Narrative View of selected form.
Upload Form to Shared Forms: sends a copy of a selected 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 Table View and the Clinical Ledger
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With a Patient Form Selected:
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When a Patient Form is selected, this view can either be the Form Table View or the Clinical Ledger. You can toggle between the two by Control-Clicking or Right-clicking on the table. If you want to adjust the default, you can adjust the Default View by navigating to EMR/EDR Preferences in the MacPractice Menu > Preferences > EMR or EDR, and checking the Others Tab as shown below, specifically the "Default View Below Form" selector.
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Form Table View
By default, the Form Table View is visible, which will display a record of this patient's responses when filling out this particular patient form. You can note the responses in the subsequent columns.
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In Preferences, you can adjust the behavior when you double click an item in the Clinical Ledger's detail pane. If you check MacPractice Menu > Preferences > EMR or EDR > Others Tab, you can adjust the "When double clicking on an item in the Clinical ledger" selector. This will either allow you to be taken directly to that item in the same MacPractice window, or you can open a new MacPractice window.
Navigation Pane
A list of the individual Form Sections within the Template can be found in the Navigation Menu within the right side of the MacPractice window. Click any form section in the Navigation Menu to find that form section on the template.
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The Sections listed in the Navigation Pane will appear different depending on what settings are checked in the Form Section Palette for that section.
If "Show Title" is unchecked, the header for the section will not appear on the form, and the Section Name will be grayed out in the Navigation Pane.
If "Show Title" is checked, the header will appear, and the Section Name will appear in black.
"Show Title" will also impact the appearance of the checkboxes in the Navigation Pane. These checkboxes indicate whether the Section is included in the Navigation Pane when interacting with a patient form. This is the same option as "Include in Navigation" on the Form Section Palette. If "Show Title" is checked, this checkbox will appear in blue. If unchecked, the checkbox will appear in black.The Navigation Pane will show differently depending on if you are selected on a template or a Patient Form.
As you can see from the Fig A. below, when selected on a template, the Navigation Pane will show a list of all sections present on this particular template. When constructing a template, you can use this pane to drag and drop the order of your sections. Sections that do not have a section header will show greyed out, but can still be reordered. Whether or not a section header shows is controlled via the “Show Title” check box in the palette. The title will show if this is checked.
When selected on a patient form, as in Fig B., we see that only certain sections are listed, which happen to be sections that have a default section header (notice the dark gray “S”, “O”, “A”, and “P” section headers on this SOAP note example). When selected on a patient form, you can quickly jump to specific sections on a form by clicking that section in the Navigation Pane.
Fig A.
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Fig B.
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Narrative View
The EMR/EDR Narrative of a form displays a text layout of the form suitable for printing for a patient or another provider. The Narrative View of a form can be customized to an office's needs.
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To generate a form for a patient, select the template you wish to generate, then click the Green Plus button. If a patient is not selected, you'll be prompted to select one.
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