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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:
Click and Drag the patient form in the sidebar to Patient Forms to Locked Patient Forms. No Prompt will occur.
Use the Palette and select the Lock Form button. You will receive a prompt when locking the patient form.
Use the Menu Bar > Text > Move EMR/EDR Form to Locked. You will receive a prompt when locking the patient form.
Use commands on your keyboard with Control + Command + L. You will receive a prompt when locking the patient form.
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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. If a form section is being used on a template/form, the Red Minus button will be greyed out and the section cannot be deleted.
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 the section has patient data tied to it and 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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Archiving a
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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.
To remove a Form Section from a form, simply click it from within the Main View of the form. With the section selected, press the delete key on the keyboard and click the Remove button on the resulting window.
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Deleting a Template
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To delete a Template, select the Form Template in the sidebar and click the Red Minus button. If the form has been used for a patient, it cannot be deleted. However, you will be prompted whether you'd like to delete or archive a Template. An archived form will remain within the database but will not appear in the EMR/EDR sidebar. We strongly recommend archiving any Template that has used previously.
If the form has not been used for a patient, you'll instead be prompted whether you'd like to delete the accompanying Form Sections as well. Please note that Form Sections that are being used in other forms will not be deleted if you choose Delete All.
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Template
To Archive a Template:
Go to the EMR ability (if you aren’t there already)
Find and select the template from one of the pink category folders (you may have to click the arrow to the left of the category folder in order to see the contained templates)
Click the Red Minus button at the top of the sidebar and select Archive
Deleting a Template
To Delete a Template:
Go to the EMR ability (if you aren’t there already)
Find and select the template from one of the pink category folders (you may have to click the arrow to the left of the category folder in order to see the contained templates)
Click the Red Minus button at the top of the sidebar. If the template hasn’t been used on any patient forms, you will have two delete options:
Delete: Removes the template from the database, but retains the sections that were contained on that template.
Delete All: Removes the template and all of the sections contained on that template from the database, except any sections that are used on other templates. Using the Delate All option can help keep the Form Sections node less cluttered.
Archiving a Patient Form
To Archive a Patient Form:
Go to the EMR ability (if you aren’t there already)
Select the Patient (if you haven’t already)
Find and select the patient form from the Patient Forms or Locked Patient Forms node (you may have to click the arrow to the left of the node in order to see the records)
Click the Red Minus button at the top of the sidebar and select Archive
Deleting a Patient Form
*Note that you are removing patient data from your database that may not be recoverable when performing this action.
To Delete a Patient Form:
Go to the EMR ability (if you aren’t there already)
Select the Patient (if you haven’t already)
Find and select the patient form from the Patient Forms node (you may have to click the arrow to the left of the node in order to see the records)
Click the Red Minus button at the top of the sidebar and select Delete. You cannot delete Locked Patient Forms.
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