Designing Custom Forms. Paula Callan

Transcription

1 Designing Custom Forms Paula Callan

2 Agenda PART I: Mapped Forms Foundations Training #1 8:00 9:15 Workshop Session #1 9:15 9:45 Break 9:45 10:00 PART II: Mapped Forms Value Add Training #2 10:00 11:00 Workshop Session #2 11:00 11:50 Wrap Up 11:50 12:00

3 Designing Custom Forms - Session Objectives Foundational (8am 10am) Template Fundamentals: Task templates (both sides) Observation templates (right hand side) Observations Convert Paper Form into the EMR Add Fields for Data Entry Use Macros to Leverage Existing Information Objective: Create a Simple Mapped Form Value Add (10am - 12pm) Share Toolbar Tricks Copy, Align and Equalize Fields Set Tab / Sort Order Provide Alternate Methods to Pull Patient Information BP or Lab Results Complex macros to pull in Allergies, Meds and Profiles Formatting Tips - Customize Dates, Fonts and Page Orientation Objective: Create a More Effective Mapped Form

4 Template Fundamentals Task Template (Both Sides) Reason / Diagnosis Billing Info Notes (Macro) Progress Indicators Task assignee Observation Template Observation Template (Right-Hand Side) Patient-centric Observations (e.g. Ht, Wt, BMI, BP)

5 Scanning Form Images Best Practices Use JPG or PNG file format Ensure a good, readable paper copy prior to scanning Ensure form is aligned squarely when scanned Recommend Scanning at 150 DPI resolution Scan in Black and White to keep file size smaller Unique and descriptive file name Ideal file size < 200 KB. 500 KB at maximum.

6 Best Practices - Foundations Follow these best practices: Descriptive template names Set Correct Order Type: Request vs. Response Plan out which fields will go where on the form Text String (single line of text) Text Box (many lines of text) Checkbox Macros Add fields to form in the order a user will use them

7 Best Practices - Foundations Follow these best practices: Use macros as often as possible to save time Typically Ordering Provider macros for the physician s information [Patient Male X] and [Patient Female X] for gender checkboxes [Patient Primary Identifier] for PHN [Patient DOB] for their Date of Birth Bold and 12-pt Scalable font for key fields: Patient Name, PHN, DOB Test forms in a test patient chart to verify printed alignment

8 Designing Custom Forms - Session Objectives Foundational (8am 10am) Template Fundamentals: Task templates (both sides) Observation templates (right hand side) Observations Convert Paper Form into the EMR Add Fields for Data Entry Use Macros to Leverage Existing Information Objective: Create a Simple Mapped Form Value Add (10am - 12pm) Share Toolbar Tricks Copy, Align and Equalize Fields Set Tab / Sort Order Provide Alternate Methods to Pull Patient Information BP or Lab Results Complex macros to pull in Allergies, Meds and Profiles Formatting Tips - Customize Dates, Fonts and Page Orientation Objective: Create a More Effective Mapped Form

9 Best Practices Mapped Forms Follow these best practices: Descriptive template names Set Correct Order Type: Request vs. Response Plan out which fields will go where on the form Text String (single line of text) Text Box (many lines of text) Checkbox Macros Add fields to form in the order a user will use them Use macros as often as possible to save time Typically Ordering Provider macros for the physician s information [Patient Male X] and [Patient Female X] for gender checkboxes [Patient Primary Identifier] for PHN [Patient DOB] for their Date of Birth Bold and 12-pt Scalable font for key fields: Patient Name, PHN, DOB Test forms in a test patient chart to verify printed alignment Save your work often! Sort Order = Tab Order Copy existing fields (eg. checkboxes) to save time Align fields together for more professional appearance Customize the Date format to match form requirements. Use Complex Macros for Meds, Allergies, Profile Ctrl+down arrow to pull up macros list Name each field uniquely for future reporting ability Ensure form is in the Mapped View prior to final Save

10 Thank you for Attending! For additional information, search our Help Files (Keywords: Form Builder, Mapped Form, Style Guide, Template Categories)

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