This is an example of a data filter which would allow this specific FormImprint user to see those patients with a room number between 135 and 156.

Transcription

1 FormImprint The FormImprint module is used for on-demand printing of forms. Blank forms and forms with data can be printed as needed. The screen below shows a typical FormImprint screen. The steps to printing the required forms are simple. Select the job(s), select the data, and click the print button.

2 The screens below show how the data filter is selected. You do not have access to data filter settings. If you would like this feature, please contact Steinuun 7086 or Kathy They will configure this for you. This is an example of a data filter which would only allow the users to see those patients with a location of PED This is an example of a data filter which would allow this specific FormImprint user to see those patients with a room number between 135 and 156.

3 Once the Database Filter dialog box is opened the entering of the actual SQL-like expression is handled the same way (reference the example below). In the example below you see three components to the SQL expression: The Database Field Name being used as the base comparison (State) The Comparison Operator (i.e. equal to, greater than, less than, etc ) The Data Literal being compared ( MO being the actual date to compare for the state name of Missouri ) Note: While the use of a Data Filter is necessary at times it can be a little complicated to understand and create.

4 Logging in to FormImprint There are two ways to access FormImprint from a workstation: Click the Microsoft Start Button. From the pop-up menu select FormFast. From the secondary pop-up menu select FormImprint (see example below). OR When FormImprint was installed on the machines (or the shared machine being used) a desktop icon was most likely added; double click on the icon labeled FormImprint (see exhibit below). This will launch the Login input dialog box for FormImprint. The FormImprint System Administrator will have established a User Name (UserID) and Password to provide access to FormImprint. MGH s usernames are your AD network username. MGH users will use the generic password provided in training and will be prompted to change their password. If you do not have a UserID and Password contact your FastPrint FormImprint System Administrator. User Name and Password entries are case sensitive. Note: User Name and UserID are synonymous terms and are used interchangeably in this document. Enter the User Name and Password in the appropriate boxes and click the OK button. The FormImprint banner will be displayed briefly before the FormImprint User Work Grid is displayed.

5 The FormImprint User Work Grid will be opened next. Using the Display Screen When the user double clicks on the FormImprint icon and logs on with the correct User Name/Password, the main FormImprint module is displayed for use. The user can select a record(s) from the Data Grid and a Job (s) from the Job Tree to be used to print that record s data. The database fields are shown on the right-hand side of the screen (data grid) and a list of Jobs (Job Tree), based on the Jobset Location selected, is shown on the left-hand side. Note: By selecting a different Jobset Location containing different FormImprint Jobs a different list of Jobs would be displayed in the Job Tree. All of the Jobs in the current Jobset Location are listed. If the Jobs shown are not the appropriate ones, an admin may need to adjust the Jobset Location by selecting the Options menu from the main menu and select Configuration and then the Jobset tab. Users will have the rights to go to Options from the main menu and reload jobs to get a recent list of jobs. Main Display Screen When using the FormImprint screen you have two major working areas: 1. Job Tree: On the left-hand side of the screen is a list of FormImprint Jobs associated with the selected Jobset Location directory (Job Tree). To select a Job simply click in the checkbox next to the Job desired. Checked boxes (Job) will be processed when you select File and then Print. Tip: By clicking on a Column Title you can sort the data records in ascending order and then by clicking a second time you can re-sort the data in descending order.

6 Note: A record (row of data) must be selected before printing or a blank form(s) will be printed. 2. Data Grid: On the right-hand side of the screen is the FormImprint data grid. By clicking in the gray box preceding the record (row of data) you will select and highlight that row of data for use. The most common use is printing; however you can also change, insert and delete data (entire records) in the row/grid providing you have been assigned the proper authority level by your local FormImprint Administrator. Note: To the far right-hand side and slightly above the data grid you will notice a button labeled ALL. By clicking the ALL button all data rows in the data grid will be selected. It is also a toggle button so once you click on ALL the button s label is changed to NONE. By selecting the NONE button all selected data will be deselected. FormImprint Button Toolbar As you select more options in the Configuration dialog box, more quick access buttons will be available for use on the FormImprint display screen. The following exhibit shows the buttons that may be displayed and their use. Note: Only buttons that are activated for a specific User Name and a specific use will be displayed. Delete: Allows for the deletion of a record (row of data) on the data grid providing your User Name has been authorized to delete records (data). Refresh: Allows the user to refresh the FormImprint display screen manually making sure all records (data) and Jobs are current. Swipe : Allows the use of Datacard Technology for swiping a datacard with a magnetic information strip as input. Images : Opens the Browse Forms screen to review, change and delete imaged documents in the Image Database. Electronic signatures can be added here. Band : Allows for bar coding used with wristbanding. Scan : Allows for document scanning input from a scanner. Picture : Allows for the use of a digital camera to provide photos for wristbands and/or documents. Print : Allows the selected Job(s) and Record(s) to be printed to the predefined network or local printer(s).

7 Using the File Menu Print: will allow the user to print the selected Job with the highlighted Record. It is the same as using the PRINT button found in the main button toolbar. This option can also be accessed by the Hot Key selection option of pressing Ctrl+P simultaneously. Refresh Now: will refresh the data in the data grid portion of the screen should you be using a shared database where adds, deletes and modifications are happening as you work. Also if you are using a shared Jobset Location the Refresh Now feature will refresh the Jobs in the Job Tree in case there has been an update and a more current version is available after your initial logon. The data grid can also be updated by depressing the F5 key. Change Number of Copies : will bring up the Choose Number of Copies input screen and allow the user to change the default setting for the number of copies printed for the specific Merge. Note: Selecting the Ctrl+N keys will also bring up the Choose Number of Copies dialog box. Delete Selected Record(s): will delete any records selected (highlighted) in the FormImprint grid provided you have been assigned the proper authority level by your local FormFast Administrator to use this feature. Change User: will display a dialog box to allow a new User Name to use the same instance of FormImprint. Exit: will cause a User Name to exit FormImprint. Using the Search Menu Find Job will search for the first Job match in the Job Tree based on your entry in the displayed dialog box titled Find Print Job. Find Job : This feature allows you to search for a form name in your Job Tree by entering part or all of the name in the Find Print Job data input box and the clicking OK. In the following example the Search criteria (data string) of Order was entered. The results will highlight all jobs and forms having the criteria of Order in them (see following example).

8 Preview Job: This option allows the user to preview in the job selected. Search Data : This option allows you to search for data on the data grid based on the fields identified on the Database tab of the Configuration dialog box as the Default Sort field (sort key). Note: The example below shows how to set the Search Data to look for a particular key field in the database. Default Sort is the equivalent of a Key Field which means that the data you are searching for will have to match data in this column of the data grid. Remove data sort: Is used to return the data grid records to its original order. By clicking on the Title Label at the top of each of the data grid columns you can sort the file in ascending order or by click it a second time you can resort it in descending order based on the column selected. You can do this with one column or several. Click the Remove data sort and your data grid is returned to its original sequencing.

9 Using the Options Menu My Settings: Will display a pop-up menu for selecting options to be stored in the workstation s registry. Print Prompt: Displays a dialog box any time a record is about to be printed. This is a toggle option. A checkmark indicates it is activated. My Default Laser Printer : Displays the Choose Printer box with all defined printer options. Highlight the desired printer and select OK to select a printer or click the USE WINDOW DEFAULT PRINTER to select the current default printer. My Default Thermal Printer : Displays the Choose Printer box with all defined printer options. Highlight the desired printer and select OK to select a printer or click the USE WINDOW DEFAULT PRINTER to select the current default printer.