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If you prefer learning from a series of videos, you can refer to our EMR and EDR series here.

Table of Contents

Adding EMR/EDR to the Toolbar

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To switch to and from the Narrative and Form Views, you can navigate to the EMR/EDR menu and select Toggle Narrative/Form. Alternately, you can press the Command and Backslash ( ⌘ + \ ) keys on your keyboard to flip the form between Narrative and Form view.

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You can print the Narrative view of a form by navigating to the File Menu and selecting Print, or by pressing the Command and P (⌘ + P) keys on your keyboard.

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If you have a patient selected, the EMR/EDR Menu will have an option that says Print (PATIENT'S NAME) Patient Forms. If no patient is selected, this option will instead state "Print Multiple Patient Forms".

The “Print (PATIENT'S NAME) Patient Forms” option may appear greyed out. If this is the case, you would just need to select one of the patient’s forms in the Patient Forms folder in order to activate this option.

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From here, a new window will open with the following options:

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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 article for the proper process on how to make changes to a template that has already been used on patient forms.

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