EMR & EDR - Forms Palette

The Forms Palette is a feature of the EMR/EDR Ability that allows you to set and view basic attributes of the selected Section, Form or Template. 

The Forms Palette will normally display when a Form or Template has been selected in the Sidebar. Alternately, you can open up the Forms Palette by pressing Command-Shift-K on your keyboard to open up the Forms Palette. You can also access the Palette via the EDR/EMR Menu > Toggle Palette.


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.

With a Section Selected

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.


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.


  • 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.
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:
The Inspector will be split into two tabs, General and Options.
The General Tab will always contain the X and Y fields, which control the positioning of an element on the X-Axis (Horizontal position) and the Y-Axis (Vertical position) grid. They will also contain the Width and Height fields, used to adjust the size of the Form Element in question.
Other options will be available depending on the Element selected. "Required Field" checkboxes will ensure that the Element in question has to have data entered in order to proceed or save. "Hide Label" checkboxes will hide the label of the element in question.
The Options Tab will contain options to customize the currently selected Element. For text fields, this can allow you to restrict certain kinds or the length of entry. For checkboxes, this can allow you to customize how this information is communicated on the narrative form. 

The Form Elements area contains a table of each of the Form Elements, which can be dragged to a Form Section.
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.
Pull Fields pull information from Patient Accounts. Each of the Pull Fields are documented in the Pull Fields <LINK NEEDED> section of this topic.

With A Template Selected


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.


  • Patient Form Properties
    • Incident: This drop down selector allows you to assign this Patient Form to a particular Incident.
    • Procedure Date: The Procedure Date for the selected Patient Form.
    • Provider: This drop down selector allows you to set the Provider associated with this Patient Form.
    • Office: This drop down selector allows you to set the Office associated with this Patient Form.
    • 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.
    • Lock Form Button: If clicked, this button will prompt the user that this form will be locked. If confirmed, this will move the form to the Locked Patient Forms node and will prevent any further changes. You cannot unlock a form once it is locked.
    • Refresh Narrative Button: This button will refresh the Narrative view of the form after changes have been made as a way to force those changes to reflect immediately.
  • Attachments: This section will pull any Patient Attachments on the patient's record, located in the Attachments or Images Ability. An attachment must be tied to the patient in order for it to pull into this section. You can also drag and drop Attachments into the Form Palette window to upload them and assign them to this patient.
    At the top of the Attachments section of the Forms Palette, you can click the All or Selected Incident to narrow down the displayed Attachments. If you're on the Selected Incident tab. the Attachment must be assigned to the same Incident as is selected in the Provider selector.
  • Drawing Tools: These tools are used in conjunction with a drawing form element in a section.


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