Form Attributes

FormsClosedA number of fields grouped together by sections to allow users to enter and store data related to a patient or employee event. You can define multiple forms for a module. Forms fall into two categories: submission forms (i.e. for front line entry users) and management forms (i.e. for file manager users). Management forms contain the same data as submission forms with added sections for follow-up investigations and resolutions and outcomes. are designed by an administrator. They contain sections, clusters and fields. Some fields may be designated as mandatory, meaning that you must complete them before submitting the file.

Form attributes are shown below:

  1. Form Header – the organization’s logo and synopsis information (entered date and file owner) appear at the top of the form (Configuring the Synopsis Widget).
  2. Sections – you may open or close sections by clicking the triangle next to the section title. Fields within a section can be grouped into clusters.
  3. Fields – usually consist of a label and a text box, allowing you to make a selection, choose a date or type a value. Hover over the field label to view help:
    1. Lookups (page 1) – (not shown) click the magnifying glass icon to query an external database. A lookup usually populates multiple fields.
    2. Required Fields – when a green asterisk appears next to a field, it must be completed before you click the Submit button.
    3. Multi-Pick Lists (page 1) – click the Add/Modify link to select more than on value for the field.
    4. Grids (page 1) – there are two types of grids that store data your entries.
  4. Buttons (page 1) – used to save, submit or cancel the file.
  5. Form panel (page 1) – the Form panel appears on the submission and management forms. The panel items differ when you are submitting a file and when the file is opened in management mode.