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The benefit of using EHR forms is the interoperability that is built into the form. The MacPractice Suite will allow the office to use a form across several platforms - on the patient portal with online registration, the iPad using the Clipboard application for patients and the iEHR application for clinicians, and on the desktop using the EHR ability.
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.
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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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This clinical summary also can be seen per Incident.
This view is fundamentally the same as present in the Clinical Ability (or Clinical Tab in the Patient Ability in older builds of MacPractice). You can read more about the Clinical Ability here.
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The incident details will be shown at the top of the main window, where you can set the Incident Name, Date, and a Referral Source. You can also check the First Encounter checkbox if this is your first interaction with this patient.
The Incident can also be exported using direct messaging or uploaded to the patient portal if desired.
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Creating Patient Forms
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You can easily create patient forms by clicking the Green Plus in the sidebar with an Incident selected. A window will appear, prompting you to select an EHR Template to create a form from.
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Pull Data
At the bottom of this prompt, there are two checkboxes which allow you to control what data is carried forward from previously filled out forms.
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Selecting an EHR Form in an Incident in the sidebar will bring up the form's contents. On the left, a Table of Contents pane contains all of the sections that make up this new form, with a Go To button to the right of each listed Section, which you can click to quickly navigate to that section.
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This Table of Contents can be expanded or minimized by clicking the button the button with the horizontal lines, located in the top bar above the form.
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Add Annotation: When clicked, this button will allow you to add an annotation to the end of this Section that will appear on the Narrative and the Form View. This is useful if you want to elaborate further on a particular entry. The Annotation will be printed in blue, and will list the MacPractice User's name and the date which the Annotation was made.
Clear Section: This button will clear any previously made entry in this Section, effectively resetting it. This is useful if a mistake was made in the original entry.
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After editing any fields, you can save with the keyboard shortcut Command S or by using the edit menu's Save Record option, as shown in the below screenshot. Notice that every time that the EHR form is saved, a new snapshot is created.
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If there is an error in the form after locking it, your best option is to create a new form from the same template, and pull the data forward from forward from this copy. Once this is complete, you can then archive the incorrect form by clicking the red minus in the sidebar.
Patient Portal and Assigning Forms
The Patient Portal node contains all EHR Templates that you have assigned. to the Patient via the Patient Portal. This feature requires that you have Online Registration and EHR Forms purchased on your license, in addition to having a Patient Portal set up. Visit this website to see if the appropriate abilities are active on the office serial number.
Notes
The Notes section contains the Notes Template node, which you can read about here.
Template Library and Shared Templates
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If a template has already been installed, a green checkbox will be displayed on the form icon in the list of forms.
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