Healthquest provides a vast collection of forms, accessible to all clinics with form privileges. As new forms are uploaded, clinics can readily access and utilize them. To ensure efficient form maintenance, it is recommended to enable the reminders for checking for form updates, to stay on top of any new forms and versions of forms.

To enable this reminder, go to setup > program setup > admin > check off ‘Display reminder to download form updates’.

Each week, a reminder will pop up after logging in, click yes to load form updates, the form management window will open. Click on ‘load form updates’. All new forms will appear in the list to manage the form usage.

Assign each form the usage:

• Often – These forms will be visible when clicking ‘new’ in the forms tab of a chart.
• Rarely – These forms will be visible if checking off ‘show all forms’ after click ‘new’ in the forms tab of a chart.
• Never – These forms will NOT be visible when creating new forms. (These are usually old versions of forms).

Form management window

• Scroll through the list of forms manually or search for a specific form using the search box at the top.
• Highlight a form and click the preview button to show the visual on the right side.
• Filter the list to forms loaded since a specific date.
• Edit the name of the form:
• Click on the form name to make it editable.
• Type any name changes.
• Adding a space to the beginning of the name will bring it to the top of the list while on a chart.
• Add/edit tags, these help to categorize the forms offering an additional search feature while on a chart.

As an option, add/edit tags, click the edit tags button.

Scroll through or use the search box to find additional tags.