Add Form Actions

Some forms are simple and can be completed by a single user. More complex forms may go through a series of phases (statuses) and require input by multiple people.

Example: A complex course of treatment on a patient's account could require a specialist consult, then financial approval. This information cannot be stored on the planned treatment itself. A form easily captures and tracks the treatment's progression.

In the case of more complex forms, you may need to use form actions. These can include:

  • Adding a comment(s).
  • Changing the form status.

    • Tip: Status codes can be used to automatically assign forms to a specific user or group.

  • Assigning a form.

To add form actions:

  1. Select a patient and open the correct form.

    2. Example: Open the EHR module > Forms tab > From the Forms on File pane, select a form.

  2. Click the Add Action () icon to display the Add Form Action window.

  3. Complete the fields as necessary and click OK.
    4. Field Description
    Comment

    Enter a comment to describe the reason for this form action, or any additional relevant information.
    Status

    If the form uses statuses, select the appropriate Status from the drop-down list.

    Note: The Status entries are customized according to your institution.

    Example: Reviewed by scheduler.

    Tip: If configured, the selected status code automatically populates the Assigned To fields.

    Message Group / User

    If the form can be assigned to either users or a messenger group, click the appropriate ellipsis to select the Message Group or User.