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The appearance of the Forms Palette will be different depending on whether you have a Section, a Template, or a Patient Form selected in the sidebar.
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With a
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Section Selected
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With a Form Section selected, the Palette contains several tools used to create and modify Form Sections and Form Elements. This view is divided into four areas, Form Section, Inspector, Form Elements, and Pull Fields. You can expand and contract each of these areas with the triangle icon to the left of each area divider.
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The Form Section area governs the general attributes for the Form Section. Many of these fields will be unalterable if the Locked checkbox is enabled.
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Name: This field contains the name of the selected Form Section.
Preset Size Selector: This drop down menu, when clicked, will provide a few options to adjust the selected form selection to a particular Height. You can choose Full Page, Half Page, Quarter Page, or Custom. This is most useful when formatting an EMR or EDR form's sections for print.
Background and Browse Button: When the Browse button is clicked, a file selection window will appear where you can set an image as a background for this Form Section.
Height and Width: Sets the dimensions of the Form Section. The Width of the form is unchangeable, but the Height can be adjusted manually or by using the Preset Size Selector.
Grid Checkbox: If checked, this will display the grid layout when previewing the Form Section, to aid with precise placement of Form Elements.
Locked Checkbox: Locks the Form Section down, preventing any further changes until the Form Section is unlocked.
Include on Narrative Checkbox: If checked, this Form Section will display on the Narrative View when the Form Section is included in a Form.
Show Title Checkbox: If checked, this option will display the Form Section Name at the top of the section. It will also include this section in the Navigation Menu of a Patient Form.
Include in Navigation: If this option is checked, this section will be included in the Navigation Menu of a Patient Form.
Note: Even if this checkbox is unchecked, if the Show Title checkbox is checked, this Form Section will be included in the Navigation Menu regardless.Set Tab Order Button: When clicked, the Set Tab Order Button will change to a Done button, and all of the fields in the Form Section will be overlaid with blue numbers, indicating the current tab order. When you see this, you can then click the fields in order, which will create a purple number on each field. Clicking each field in order will set the Tab Order. Clicking the Done button will then confirm the new Tab Order.
If you do not manually set a Tab Order, the tab order of a form will be from left to right, top to bottom.
Specialty: Sets the Specialty of the Form Section, which is mostly useful for identification when uploaded to Shared Forms. Most users won't need to set the Specialty.
Note: This field is used by the user/practice to help identify how this Form Section will be used. It is not displayed on the form itself.
Zoom Field: This last field, denoted with a percentage sign, indicates the current Zoom level. You can increase this to increase the size of the form, and decrease this to decrease the size of the form.
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The Inspector area will contain contextual information about the Form Element currently selected in the Form Section. For example, if a Checkbox element is selected, the Inspector will appear as so:
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The Form Elements are tools that add text fields, check boxes, images, and so on to each form. Each of the Form Elements are documented in the Form Elements <NEED LINK> section of this topic.
The Pull Fields area of the Form Section Palette displays the list of pull fields available to use within Patient Forms.
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Pull Fields pull information from Patient Accounts. Each of the Pull Fields are documented in the Pull Fields section of this topic.
With A Template Selected
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With a Template Selected, the Forms Palette will contain the following options:
Name: Sets the name of the Template as it will appear in the Sidebar of the EMR/EDR Ability.
Form Description: Sets the description of the Form as it will appear in Shared Forms
Specialty: Sets the Specialty to which the Form belongs within Shared Forms
Zoom: This field controls the zoom level of the Patient Form currently selected. You can increase the value to increase the size of the Patient Form, or decrease the value to shrink the size.
Upload to Shared Forms: The Upload to Shared Forms button will upload the form to the Shared Forms repository on MacPractice's servers, normally accessible to you via the Shared Forms node. This will potentially make the uploaded form accessible to other practices.
It is advised that you do not utilize this function unless directed to by MacPractice Support.
With a Patient Form Selected
If a Patient Form is selected, the Palette will look like this. You'll note that the Palette is separated into three sections: Patient Form Properties, Attachments, and Drawing Tools. You can expand and contract these sections by clicking on the drop down triangles on the left hand side.
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