Add Forms

You can add forms to a patient record from a variety of places in axiUm.

  1. Select a patient and open the EHR module.
  2. Click the Forms tab.
  3. Click the Create a new Record () icon to display the Add Form window.
  4. Complete the fields as necessary and click OK to add the form.

    5. Field Description
    Form

    Select the correct form from the drop-down list.

    Tip: You can also click the ellipsis to display the Form List window and search for a form by code or description.
    Date

    This field defaults to the current date of the form.

    You can select a different date if necessary.

    Example: You need to enter data from a previously filled out paper form.

    Description

    This field defaults to the description of the specified form.
    Status This field displays the form’s default status (if used).
    Instructions A read-only field that displays instructions specific to the form.
    Messenger Group / User If the form can be assigned to either users or a messenger group, these fields are enabled and the User field defaults to you.
  1. Select a patient and open the EHR module.
  2. Navigate to and select the treatment.
  3. Right-click and select Add/Edit Tx Form to display the Add Form window.
  4. Complete the fields as necessary and click OK to add the form.
  1. Select a patient and open the EHR module.
  2. Click the Labs tab and double-click a lab to display the Lab Order Details window.

    3. Note: This must be a Lab Tracking order.

  3. Click the EPR Forms () icon to display the Add Form window.
  4. Complete the fields as necessary and click OK to add the form.
  1. Select a patient and open the Patient Info window.
  2. Click the Clinical tab and click By or To to display the Referred By or Referred To window.

  3. Select an entry and click the EPR Forms () icon to display the Add Form window.
  4. Complete the fields as necessary and click OK to add the form.
  1. Open the Patients module, right-click a patient, and select Provider Assignments to display the Provider Assignments window.

    2. Note: You can also click the Modify Record () icon > Personal tab > Providers button to display the Provider Assignments window.

  2. Select an entry and click the EPR Forms () icon to display the Add Form window.
  3. Complete the fields as necessary and click OK to add the form.
  1. Select a patient and open the Perio module.
  2. Navigate to and select the treatment.
  3. Click the EPR Forms () icon to display the Perio EPR Forms window.

  4. Click the Create a new Record () icon to display the Add Form window.
  5. Complete the fields as necessary and click OK to add the form.