Designing custom forms. Step-by-step instructions

Transcription

1 Designing custom forms Step-by-step instructions

2 Revised October 28, 2015, version PS Suite EMR software and related products and services are owned by TELUS. PS Suite EMR and TELUS Health are trademarks of TELUS. The patients, physicians and circumstances depicted within this manual are fictitious. Any resemblance of any sample data or screenshots to any actual person, whether living or dead, is purely coincidental and unintentional. 2 Document # MDQS-6-xxxx Rev 1.0

3 Table of Contents Preparing to create a custom form... 4 Creating a custom form from scratch... 4 Practice #1 Create a header... 4 Practice #2 Create patient demographic fields... 5 Practice #3 Create requested exams section... 5 Practice #4 Add collapsible section... 6 Practice #5 Create notes area, graph, and signature items... 7 Creating a custom form from an image

4 Preparing to create a custom form 1. From Records, go to Settings > Edit Custom Forms > Create Custom Form. 2. The first time you will get enter your license code. You only have to do this once. 3. Name the form and type DO NOT USE at the end. 4. The blank box on the left is the printable area. Your tools, keywords and stamps are at the top right. Your Properties pane is located at the bottom right. 5. Click on the menu option Custom Form and choose Set Onscreen Scale. The default value should be set to Click on the menu option Custom Form again and turn on Collapse In Notes View By Default (make sure there is a checkmark beside it). 7. When you hover over each editing tool, the name of the tool will appear. 8. Use the sample page provided and follow the instructions below to create the custom form. Creating a custom form from scratch Practice #1 Create a header 1. Insert logo image: Select Picture tool, click and drag where you want to place it. Select TELUS logo.png file from your desktop to add it. In Properties, change Scale to fit in header space, and then move image to desired location. 2. Select the Static Text tool, click and drag to create a window for your title. Type in your text. Choose Line tool, then Shift + click and drag to ensure a horizontal line. 3. Once the item has been added, you can see the Properties Pane at the bottom right. Beside Justification, select Centre. Change Style to Bold and Size to Make another Static Text line for the address and Centre the text. 5. Select the Line tool. Click and drag the width of the page, staying within the border. In Properties, change Thickness to 1 and Colour to Red. Choose Line tool, then Shift + click and drag to ensure a horizontal line. 6. Save your work: File > Save. 4

5 Practice #2 Create patient demographic fields 1. Select the Static Text tool. Click and drag to create first item and add text. 2. Press the Enter {Return} key on your keyboard to create another static text field and add text. 3. Adjust spacing between items Place first item in desired position. Take note of Y Value of first item. For each item below, add 20 to each Y Value to create even spacing. 4. Align items: Click and drag from just above first item to just past last item to select all items. Go to Edit > Align Selected Horizontally. 5. Add 6 more Static Text lines for the second column of items. For each item, choose an appropriate Keyword. Adjust spacing and alignment. If an item is selected using the Selection Tool, it can be moved around the page using the arrow keys on your keyboard. Holding down Shift key + Right/Left Arrow will lengthen or shorten text fields. 6. Create Urgent and Elective radio buttons. Select Radio Box, click and drag to right to be able to add text. 7. Make these radio buttons a Toggle Group so that users can only pick one option from the list. Choose the Selection Tool, and click and drag around both items to select. In Properties, go to Toggle Group Name and give it a name. (Toggle Group Name is called Group Name in version 4.5 of PS Suite) 8. Create Male and Female Radio Buttons. Select Radio box, click and drag to right to be able to add text. Make these a Toggle Group as well. 9. Use Line tool to make another line or select the first line and click Ctrl {Cmd}+ C to copy then Ctrl {Cmd}+ V to paste. Move the line to desired position. Practice #3 Create requested exams section 1. Add Static Text and type Requested Exams into field. 2. Add 12 Checkboxes and add text as on sample page. Adjust spacing and alignment. 3. Add Drawable Diagram. Select Picture tool and insert Feet.png file. In Properties, check Drawable. Image scale pop-up appears. Click Yes to resize the image. 4. Add Static Text and type Other Tests into the field. 5

6 5. Add Text Area, and click and drag to obtain the desire size. 6. Add a question for which the answer must be chosen from a drop-down list. Add a Static Text field for Eye x-ray completed? Add a Combo Box beside the Static Text field. In Properties, beside Items, choose Add Batch. Type each of the following items on separate line: Yes, No, Scheduled, Inappropriate. Click OK. Practice #4 Add collapsible section 1. Select the Collapsible Section tool. Click and draw collapsible section on combo box. 2. In Properties, uncheck Visible check box. 3. Add Event Triggers. Select MRI checkbox. In Properties, Name = MRI. Event Triggered = MRI. 4. Add Event Handlers. Select Collapsible Section In Properties > Event Handler > Add > MRI. Ensure the details in the window match the following statement: When event named MRI fires, if the value of the event is selected, then change the visibility of this item to true. 5. Make a diabetes button that will auto-check all tests needed for diabetic patients. Make a button by selecting the Button tool, click and drag outside of the form window. Type Diabetes in button. In properties, Name = Diabetes. Event Triggered = Diabetes. Select Checkboxes A1C, Creatinine, BUN, HDL, LDL, Triglycerides, Foot Check, Eyes, Blood Gas by pressing Shift+click. In Properties > Event Handlers > Add > Diabetes. Ensure the details in the window match the following statement: When event named Diabetes fires, if the value of the event is anything, then change the value of this item to be true 6. Make a Clear All Button. Add Button outside form window and type Clear All. In properties, Name = Clear. Event Triggered = Clear. Select all checkboxes. In Properties, Event Handlers > Add > Clear. Ensure the details in the window match the following statement: When event named Clear fires, if the value of the event is anything, then change the value of this item to false. 7. Use Line tool to make another line or select the first line and click Ctrl {Cmd} + C to copy then Ctrl {Cmd}+ V to paste. Move the line to desired position. 6

7 Practice #5 Create notes area, graph, and signature items 1. Use Rectangle tool to add an area for notes within a shape Add Rectangle and click and drag to position. In Properties select the checkbox Round Corners. Alternatively, you can choose the Rounded Rectangle tool. Add Text Area, click and drag within the Rectangle. Type Clinical Notes: in text area and hit return key so cursor will appear on line below for user. 2. Add Static Text Appointment Date and Appointment Time below Clinical Notes. 3. Add Text Field corresponding to Appointment Date and Appointment Time. In Properties, Format as Date and Time, respectively. 4. Add Signature, click and drag to place below Appointment Time. 5. Add Static Text below signature box and add Physician s Signature text in Bold and Centered. 6. Add Graph. In Properties, under Data Source, choose Add. Select Vitals > Systolic/Diastolic BP. 7. Add Static Text below graph with Blood Pressure text in Bold and Centered. 8. Save your work and test the form in a fake patient. Creating a custom form from an image 1. To create a custom form from an existing image, start with a good quality scan of an image that has been saved as a.png file. (png = no quality loss vs. jpg which does compression). 2. From Records, go to Settings > Edit Custom Forms > Create Custom Form and name your form. 3. Select Picture tool and click and drag a window within the borders of your form and insert the.png image from the saved file. 4. You will need to adjust the Scale of your image so it fits properly within the window. You may also need to resize the box as you adjust the Scale. 5. Once you are satisfied with the position and scale of the image; under Properties, select In Background. 6. You can now use the tools you have learned today to build items on top of your image such as checkboxes and text fields. Note: If you want to be able to draw on a picture that is part of the form you saved, you will still need to add it as a Drawable Diagram on top of the one in the background as described in Practice #3 above. As you add Checkboxes on top of Checkboxes that are in the background, you may wish to check the Opaque box in Properties to obscure the background box. Once your image is in the background, you may wish to Zoom in to do the building on top so you are lining up items properly as you build. 7

8 Questions? telushealth.com