Manage Patient Forms

Forms are used in axiUm to record patient information and they are attached to a patient’s record. You can access and use forms in many axiUm modules to capture patient information.

Examples: The EHR, Perio Chart, Ortho Manager, Personal Planner, and Attachments/Consents modules.

Note: This section walks you through only the basics of using forms in axiUm.

When necessary, you can add patient forms from the Attachments/Consents module.

Tip: Forms can be added to a patient in several places throughout axiUm. While the EHR is the most common area to add a form, there will be times when it is easier to add forms from another module.

To add a patient form:

  1. Select the patient and open the Attachments/Consents module.
  2. Under Section, select an option and click a sub-tab to display all listed forms.
  3. Click the Create a new Record () icon to display the Add Form window.

    4. The form is added to the patient’s file and displays.

  4. Complete the fields as necessary and click OK.

The activities you can perform with forms vary based on which module you use to access forms. This section covers the tasks you can perform from the Attachments/Consents module.

  1. Select a patient and open the Attachments/Consents module.
  2. Under Section, select an entry and click a sub-tab to display all listed forms.

    3. Tip: If necessary, select the Show Deleted checkbox to include all deleted forms.

  3. Review the listed entries.
  4. To perform another task, complete any of the following:
    1. Select a listed entry and click the Edit Record ().

      2. Tip: You can also double-click a form.

    1. Right-click a listed entry and select View Form Events to display the Form History or View Form Events window.
    1. Right-click a listed entry and select Edit Date/Description to display the Edit Form Information window.
    2. Make any necessary changes and click OK.
    1. Select a listed entry and click the Suspend Form () icon to display the Suspend Form window.
    2. Enter a reason and click OK.
    1. Select a listed entry and click the Unsuspend Form () icon.
    2. When prompted, click Yes to confirm the action.
    1. Select a listed entry and click the Delete Record () icon.
    2. When prompted, click Yes to confirm the deletion.

      3. Important: A deleted form cannot be viewed, as it is completely removed from the database.

    1. (Optional) Select a listed entry and click the Preview Report () icon.
    2. Select a listed entry and click the Print Report () icon.
    3. Select the (custom) form report to use.

      4. The file displays/prints.

    1. Right-click the form list area and select Print List.

      2. A list of all the forms within the Section and Sub-tab prints.

All forms that are completed by a provider or a patient must be approved from the EHR module > Forms tab.