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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.
The Difference Between a Template and a Patient Form
Template: A “form” that contains no patient data and is not tied to a patient
Patient Form: Created from a template, but contains specific patient data and is tied to that patient in their account.
Menu Bar
The EMR/EDR Menu title contains the following items:
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. 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
The lower table at the bottom of the EMR / EDR Ability will display different depending on whether a Form Section is selected, or a Patient form is selected.
With a Form Section selected:
When a Form Section is selected, this table will display all patients who have this form section included on a patient form connected to them, as well as columns summarizing the data entered.
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With a Patient Form Selected:
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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Clinical Ledger
The EMR/EDR ability's Clinical Ledger is a view of ledger entries and selected information from the View Options area.
The Incident pane displays all active and archived incidents and the information that has been associated to the incident for the patient.
The View Options menu sets the information that will display in the Clinical Ledger pane. This information is separate from the Ledger > View Options and will not affect the Ledger's display.
The detail pane displays basic information about an item.
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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
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
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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
The lower table at the bottom of the EMR / EDR Ability will display different depending on whether a Form Section is selected, or a Patient form is selected.
With a Form Section selected:
When a Form Section is selected, this table will display all patients who have this form section included on a patient form connected to them, as well as columns summarizing the data entered.
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With a Patient Form Selected:
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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Clinical Ledger
The EMR/EDR ability's Clinical Ledger is a view of ledger entries and selected information from the View Options area.
The Incident pane displays all active and archived incidents and the information that has been associated to the incident for the patient.
The View Options menu sets the information that will display in the Clinical Ledger pane. This information is separate from the Ledger > View Options and will not affect the Ledger's display.
The detail pane displays basic information about an item.
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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
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 switch to and from the Narrative and Form Views, you can navigate to the EMR/EDR menu and select Toggle Narrative/Form. Alternately, you can press the Command and Backslash keys on your keyboard to flip the form between Narrative and Form view.
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Templates that have been downloaded from Shared Forms, imported, or created within the EMR/EDR ability can be used to generate Patient Forms.
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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Forms that have been generated for a patient will appear in the Patient Forms node with any of the The process of generating a patient form is as follows:
Go to the EMR/EDR ability (if you’re not there already)
Select the patient you are creating the form for (if you haven’t already)
Select a template from one of the pink category folders (nodes)
Click the Green Plus button (if you aren’t already selected on a patient when you click the Green Plus button, you will be prompted to select the patient at this point). You will then see a record added under the Patient Forms Node with any of the resulting pulled data. You can then navigate through the form using the Navigation Pane and the Main View to complete the Form. With some Form Elements like the Drawing View, you may need to utilize the Forms Palette to complete the section.
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Locking and Unlocking Patient Forms
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You can identify if a form is locked by the notification bar at the top of a locked patient form and the padlock icon that shows to the left of the form in the Locked Patient Forms node.
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You can lock a patient form by:
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In the future, if an edit needs to be made to a locked form, you can click the Unlock button on the top right of the form. A duplicate will be made and the original will be archived.
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Printing Forms
You can print a selected Patient Form by pressing Command-P, or by navigating to the File Menu and selecting Print. If you are on the Narrative side of a Patient Form, the Narrative will print, which is typically recommended as the graphical elements of forms are not designed to be printed. You can toggle between the Narrative and the Form View by pressing Command-Backslash (\) or by selecting Toggle Narrative in the EMR/EDR Menu.
Printing Multiple Forms
In the EMR/EDR Menu, there is an option that allows you to Print Multiple Forms for a patient.
If you have a patient selected, the EMR/EDR Menu will have an option that says Print (PATIENT'S NAME) Patient Forms. If no patient is selected, this option will instead state "Print Multiple Patient Forms".
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From here, a new window will open that allows for a date filter. With the date filter you can set a beginning and end time to search for specific forms within the time frame. If a patient was selected, you will only be able to see results for that specific patient.
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The Filter By Form dropdown allows you to see only the selected form that was used in your specific date range.
If you choose the Select All box, you will be able to select every form that is listed. If you want to print every form for the patient, you can leave the Start and End Dates blank, and then Select All.
You are also able to select if you want to print the form side or the narrative side with the buttons at the bottom of the window.
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will be archived.
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Printing Forms
You can print a selected Patient Form by pressing Command-P, or by navigating to the File Menu and selecting Print. If you are on the Narrative side of a Patient Form, the Narrative will print, which is typically recommended as the graphical elements of forms are not designed to be printed. You can toggle between the Narrative and the Form View by pressing Command-Backslash (\) or by selecting Toggle Narrative in the EMR/EDR Menu. If a background is used on the form, then the Form side will need to be printed, since the background will not show on the narrative. Using a form background is not recommended, except in specific circumstances.
Printing Multiple Forms
In the EMR/EDR Menu, there is an option that allows you to Print Multiple Forms for a patient.
If you have a patient selected, the EMR/EDR Menu will have an option that says Print (PATIENT'S NAME) Patient Forms. If no patient is selected, this option will instead state "Print Multiple Patient Forms".
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From here, a new window will open with the following options:
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
If you want to print every form for the patient, you can leave the Start and End Dates blank, and then Select All.Filter By Form: Allows the user to print all patient forms or to select only specific forms (i.e. only print H&P forms for this patient)
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
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Archiving or Deleting Form Sections, Templates, and Patient Forms
Before going over the archive/delete process it is important to note the difference between Archiving and Deleting, which is:
Archiving: Removes the template/form from the visible list items in the EMR and Clinical abilities. Archived records can be retrieved via the Retrieve Archived option in the File Menu (File Menu>Retrieve Archived>EMR Templates or EMR Patient Forms).
Deleting: Removes the template/form from the database entirely. In most cases, deleted records cannot be retrieved, except through a past database backup.
Deleting a Form Section
You can delete an unused Form Section by selecting the section under the Forms Sections node and clicking the Red Minus button in the sidebar. You can only delete Form Sections that are not being used in templates or patient forms. There is no option to archive a form section.
To remove a Form Section from a template, locate and select the template from one of the pink category folders. Locate the section on the template and single-click the section to select it. You will notice the orange markers on each corner of the section. Note that everything within these markers will be deleted if you remove this section. With the section selected, press the delete key on the keyboard and click the Remove button on the resulting window.
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If a section on a template has been used on a patient form, then it cannot be removed. If you attempt to remove the section you will receive the alert pictured below. See the Editing a Used Template section below for the proper process on how to make changes to a template that has already been used on patient forms.
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Deleting or Archiving a Patient Form
You can delete or archive a Patient Form by selecting the Patient Form in the sidebar and clicking the Red Minus button. You'll be prompted whether you want to delete or archive the form.
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Deleting a Form Section
You can delete an unused Form Section by selecting the Form Section and clicking the Red Minus button in the sidebar. You can only delete Form Sections that are not being used in any patient forms.
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