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This article covers the interface of the EHR Ability, and how to manage patient forms. This article doesn't cover building EHR Templates, but you can read more about that topic in our Building Templates article.

Table of Contents

Clinical Summary

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Creating Patient Forms

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Viewing and Editing Forms

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Locking Forms

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Patient Portal and Assigning Forms

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Notes

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Template Library and Shared Templates

Clinical Summary

The Clinical Summary node is the default view when entering the EHR Ability. After selecting a patient, the user will be presented with the Clinical Summary.  This page will display the entire history of the patient's account. MacPractice will group all related items into a colored bubble or box known as a clinical widget. Each item in the patient's summary has a link to the corresponding document or item within MacPractice. Simply click a blue link to be taken to that corresponding area.

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