Office > User Form Setup

Key Info  
Purpose:

Create and manage user forms which are forms specific to axiUm users/providers.
Related Module(s):

Users
Accessed From:

Maintenance > Office > User Form Setup
Window(s):

User Form Setup

Dependencies:

User Answer Lists

User Form Setup Window

User forms are created when you want to record detailed information about a user/provider that is not already recorded in the Users window.

Examples: Additional demographics, credential details, a provider satisfaction survey, or a quality assurance form.

Once the user form is created, working with user form pages and status codes is the same as working with regular EPR forms. For more information, see Form Setup.

Field Description
Code A text field that indicates the short code that identifies the form.
Inactive A check box that, when selected, indicates the form is inactive and not in use.
Description A text field that describes the form.
Can have multiple forms per user

A check box that, when selected, indicates this is a multi-instance form and can have multiple copies on the patient's record. When not selected, the form can only be added to a patient's record once, and must be updated to reflect any changes.
Can be assigned A check box that, when selected, indicates the form can be assigned to either a user or group.
Task Procedure
Add User Forms
  1. Click the Clear Data () icon.
  2. Complete the fields as necessary and click the Add a new Record () icon.
Edit User Forms
  1. Select a listed entry.
  2. Make any necessary changes and click the Modify Record () icon.
Configure Form Pages
  1. Select a listed entry and click the Form Definition() icon to display the User Form Pages window.
  2. Configure form pages as required and close the window.

    3. For more information on form pages, see Form Pages Window.
Configure Form Status Codes
  1. Select a listed entry and click the Form Status Codes() icon to display the Form Status Codes window.
  2. Configure form statuses as required and close the window.

    3. For more information on form status codes, see Form Status Codes.
Specify Form Instructions
  1. Select a listed entry and click the Instructions() icon to display the Form Instructions window.
  2. Enter the instructions to display on the form and click OK to close the window.
Delete Forms
  1. Select a listed entry and click the Delete Record () icon.
  2. When prompted, click Yes to confirm the deletion.
Preview/Print Report
  1. Select a user form.
  2. (Optional) To preview the User Form Codes report, click the Preview Report () icon.
  3. To print the User Form Codes report, click the Print Report () icon.

    4. Note: The User Form Codes reports uses the forms.rpt file.