Adding a new form to a chart

Adding a new form to a chart


  1. Click new.
  2. Select form of choice. Click here to learn about form management.

  1. Click the preview to view the form prior to applying it to the patient chart if not certain of the form name.
  2. Highlight the form and click ok, or double click the form name.
  3. Fill in the form as necessary.

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  1. Click save.
  2. Click print to hand to patient.
    1. Or go to patient messaging to send to the patient electronically. Click here to learn more about patient messaging.
    2. Or click Save w/ Ref to attach the form to a new or existing referral management item. Click here to learn more about referral management.
    3. Or click Save w/ Task to attach the form to a new or existing worklist. Click here to learn more about worklists.