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Locate the template in one of the pink category nodes in the sidebar to the left
Once selected on the template, it is best to add a special character, such as an asterisk [ * ] or exclamation point [ ! ], to the beginning of the form title. You can do this from the Name field located in the palette. Then save your changes.
*If you do not see the palette, Select the EMR Menu in the Apple toolbar and select “Toggle Palette”. You may have to do this twice in order for the palette window to appear.Select the Edit Menu from the Apple toolbar at the top of the screen, then select Duplicate Record.
You will now have an exact duplicate of your template. Locate the palette again and remove the special character you placed at the beginning of the template title. This gives you a way to differentiate between the original and the newly duplicated templates, with the original being the only one with the special character in the title at this point.
Select the new template from the sidebar (if you’re not already selected on it) and locate the section you would like to edit.
Double-click on the section and this will take you to the section editor for this section.
*You will notice that you are now selected on that section from the Form Sections node in the sidebar. You can access the section by going directly to it in the Form Sections node, but we recommend using the double-click method from the template in order to make sure you are editing the correct section, in the event that you have multiple sections with the same title.Locate the palette and now place a special character int he section title, then save.
Select the Edit Menu from the Apple toolbar at the top of the screen, then select Duplicate Record.
Remove the special character from the duplicated section title, then save. You should now be selected on the newly duplicated section.
This is a new section and has no patient data tied to it, so you can now edit the section freely. Once you have your edits complete, save your changes.
You’ll then want to make the same edits to the narrative side of that section. Locate the EMR menu in the Apple Toolbar and select Toggle Narrative/Form (or use the shortcut by holding the Command key and tapping the backslash key [ \ ]). This will take you to the narrative of the form section where you will want to add the pull fields for the elements you may have added. If you were simply renaming existing elements, the pull fields for these will likely be there already. If you do not see the pull fields related to your changes, then they can be added one of two ways:
1. Highlight and copy everything in the section. Click the Reset Default Narrative Sheet button in the palette and paste in what you copied without over writing anything. Add some spacing in between your original pull fields and the ones that were added after clicking the Reset button. You will see duplicates of most of your pull fields, but should also see the pull fields for the added fields. Copy/paste the new pull fields in the proper locations among the original pull fields above, then delete all of the duplicate pull fields. Save your changes.
2. Locate the pull fields for the added fields in the “Pull Fields” portion at the bottom of the palette. Drag and drop the new pull fields into the correct locations amongst the existing pull fields. Save your changes.Now that you have successfully edited your section, you will now need to add the new (duplicated) section to the new (duplicated) template. Locate and select the template from the pink category node in the sidebar. While selected on the template, scroll up and locate the section that you created. Do not click on the section or you will select the section instead of the template. In one motion, drag and drop the section to the template.
Once the section has been added, use the Navigation pane on the far right to drag and drop your new section to the correct order, as compared to the other sections. You should see the original section (with the special character in the title) still on the template. After your new section is in the correct position, select the old section on the template in the middle portion of the screen. Once you see the orange markers on the section, hit delete on the keyboard to delete the old section, then save.
You can now archive the original template by selecting the original template (the one with the special character in the title), click the Red Minus button, the click Archive at the prompt.
The following video outlines how to edit a section that has already been used to capture patient data (the steps outlined above). In this scenario, we want to change the Relationship field of the Emergency Contact section to an Address field. We don’t simply want to overwrite the existing field because it will affect past forms and data, so we will duplicate before editing. The process is as follows:
Duplicate the template and section being edited.
Make the edits to the section.
Add the edited section to the duplicated template (drag and drop the section position in the Navigation Pane, if needed).
Archive the old template (you can also archive the old section, if you’d like).
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Adding a New Section:
After your new section is created Locate the template in one of the pink category nodes in the sidebar to the left
While selected on the template, scroll up and locate the section that you would like to add. Do not click on the section or you will select the section instead of the template. In one motion, drag and drop the section to the template.
Use the Navigation pane on the far right to drag and drop your new section to the correct order, as compared to the other sections, then save.
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