Form Templates

Before you start

A form template is a chart your providers fill in. There are three types:

• Assessment Form: completed before treatment (history, screening questions).
• Intervention Form: what was given during the visit.
• Intake Form: questions the patient answers before the visit (see Intake Forms).

You'll need a role with EMR access. The EMR menu only appears if your organization has an EMR set up.

Step 1: Open templates

In the side menu, under EMR, select Form Templates. Each template shows its type.

Step 2: Create a template

1. Select Create Form Template.
2. Pick the type in the top corner: Assessment Form, Intervention Form or Intake Form.
3. Enter a Name.

Step 3: Add fields

1. Use the Add bar: Text Field, Dropdown, Multi-Select, Yes/No, Time Selection or Header (a section title). Intake forms also offer File Upload.
2. Type each field's label. Text fields can show placeholder text. For dropdowns, add each choice with Add option.
3. Drag the handle on the left to reorder. Select X to remove a field.
4. Optional (assessment and intervention only): choose a Parent form template to show this template as a section inside another.
5. Select Create.

Step 4: Attach it to a service

1. In the side menu, select Procedures and open the service.
2. The details show its Assessment Form, Intervention Form, Intake Forms and Consent Form.
3. Select the pencil, choose the templates, and save.

Visits booked after that use the new chart. When a visit has several services, their forms are combined into one assessment and one intervention.

Tips

• A service's medication protocol is added to its chart automatically, with the doses filled in.
• Keep templates short. Providers chart on the go.