EHR Template Editor 7 - Popup


The Popup field is used to make a single selection from a list of options. A Popup will have several options contained within one element to conserve space on your form.

Click the Add Field button in the section editor and select Popup. You will be prompted to rename the field in section details. This will also rename the Popup in the field editor.

You can mark this field as required if the clinician or patient must enter an answer for the question. The box will be labeled in red when it is required.

If the field is for providers only, check the box to Hide from Clipboard. This field will not be displayed when the patient is filling out the form on Clipboard, but will still be visible for staff in iEHR/EHR.

The Popover Title will show as directions within the Popup.

Click the green plus to add selections to the Popup list. Popups can be set as Static or Dynamic. Static means that the list of options can only be adjusted within the Section Editor. A Dynamic popup will allow the user to add more options to the popup during the patient visit.

Once all the settings have been made, click the Preview tab to see the section after making changes. Click the Popup link to see the popup in action. Type in the search box to filter your selections. If your list is dynamic, use the search box to add in additional options. 

Continue adding fields to this section until complete.

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