EMR & EDR - Generate a Patient Form

Templates that have been downloaded from Shared Forms, imported, or created within the EMR/EDR ability can be used to generate Patient Forms. To generate a form for a patient, select the template in One or Many mode and click the plus button on the sidebar. In One mode the form will automatically be created for the patient, whereas in Many mode the patient will be selected from the resulting window.

Forms that have been generated for a patient will appear in the Patient Forms node with any of the resulting pulled data. Additional data can be added to the Form Elements when it remains in Patient Forms, then the form can be moved to Locked Patient Forms to prevent changes.

Patient Forms and Locked Patient Forms can be printed with File > Print or viewed in Narrative View.

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