View Forms

You can view forms from the EHR module > Forms tab.

Note: Additional forms may be available from the Tx History and Labs tabs.

For forms with multiple pages, each page displays as a tab along the top of the form.

View Forms
  1. Select a patient and open the EHR module.
  2. Click the Forms tab.

    3. Forms display alphabetically on the right side in the Forms on File area; multi-instance forms are listed in chronological order under the form name.

  3. Click a form name or date to display it in the Form tab.

    4. From the displayed form, you can view all necessary information. This includes: 

    • The structure: Form pages display as tabs along the top of the form and lists of questions display on each page.
    • The form answer text color: This indicates how the answer was entered and its current status:
      • Black: The answer is current and does not require approval.
      • Blue: The answer requires approval.
      • Green: A patient provided the answer in PatientAccess and it requires review.

While form questions may be updated over time, you can view all previous versions in the form history.

This includes:

  • The date the form was created.
  • Who approved the form answer(s).
  • Information for a single page or the whole form.
  • The answers on the form/page as of a specific date or time.

To view form history:

  1. Select a patient and open the EHR module.
  2. Click the Forms tab.
  3. Under Forms on File , select a listed form and click the Show History icon () to display the Select Form History window.

    4. The Date list displays all the form's change dates.

  4. Select a date to view the changes made that day and click OK.

    5. The View Form History window displays with the following column headings:

    • Form Question: The question which was answered.
    • Answer: The answer provided by the user.
    • Date: The change date.