The eForm Generator tool in OSCAR PRO enables users to create their own eForms for their EMR. This tool can be accessed from the Administration panel > Manage eForms > Create eForm > eForm Generator
In the eForm generator window there are 8 sections total but realistically we would ignore section 2.
Setup/Prerequisite
Before you start using the eForm generator you must acquire the form you would like to make an eForm out of. In most cases the form you acquire would be a .PDF document. You must first understand that an eForm is comprised of two components:
- HTML code
- Image file
While knowing the HTML code language is not a requirement for using the eForm generator the image file is. As mentioned above any form you would like to make an eForm out of would be a .PDF document but these file types cannot be used in the eForm generator. For the .PDF document you acquire you would then have to convert the file type into an image file type (.JPG or .PNG).
You can use the following link for Adobe's file conversion tool: https://www.adobe.com/ca/acrobat/online/pdf-to-jpg.html
Using either small tool is easy, simply drag and drop the .PDF file into the box.
Adobe: then press Convert to JPG)
PDF to PNG:
A zipped folder containing all images of your form will be downloaded. Locate the zipped folder in your downloads, open and then extract the images to a location on your PC where they can easily be found.
Once the extraction is complete feel free to rename the pages but now you must upload the images into the IMAGE LIBRARY which is accessed via Administration panel > Manage eForms > Image Library
Select and Upload all required images, once uploaded you can proceed to the next section.
Administration > Forms/eForms > Manage eForms
Section 1. Load Image
In the eForm generator we must load the image file of the form you would like to work on.
Open the choose an image... dropdown and select the image file of the form you want to work on. The drop down itself sorts all image file names in alphabetical order with letters and symbols at the top of the list. As mentioned previously it's best to name the image file(s) with appropriate names to easily locate them here.
After selecting the image click the Load button. You will then find the loaded image in the left side inside the red box.
Note: If you are creating an eForm with more than 1 page do not load all images right away. There is no option to flip back and forth between the uploaded pages in this version of the generator. The workflow is to upload a page, go through each sections 5-6 then go back to section 1 and load the next page after you ensure all the text fields, checkboxes, etc are added on the current page.
Section 2. Naming The Eform
You can name the eForm here. Labelling can be important so make sure you are labelling for all users on your system to be able to correctly identify for use.
Section 3. Gender and Radio Checkboxes
Moving forward we will use the BAYSHORE ENROLLMENT form as the example for the rest of this tutorial.
Section 3 allows us to input checkboxes corresponding to a demographic gender so that when this eForm is opened via the eChart it will automatically check off the patients sex assigned at birth that is set in their master record.
For most cases I would just select the Add Gender Checkboxes checkbox
You will then find two additional buttons appear. Each corresponds to the patients sex assigned at birth value in their master record. Select either Male or Female (one at a time) then click the top left corner of the corresponding box as it appears on the form on the left side.
Section 4. Signatures
If the form you're working on has a section for registered practitioners signature expand section 4.
For most cases it is recommended using:
- Add Pro Signature Stamp - This option utilizes the image uploaded in Preferences > Set Signature Stamp (Rx/Consult)
- Add Classic Signature Box to this form - This option enables the drawing canvas at the bottom of the eForm where one can draw a signature with their mouse.
With either option selected an additional button will appear
As it states, ...drag a box around the signature area, you simulate the following (click the top left corner of where the box appears and drag to the bottom right corner for where the box would end).
Here it is in action
Section 5. Add in form input fields (one-by-one)
This section is the most important as this is where you will add in all text fields and checkboxes on the form. The options are:
- Single-line text input - as it states, one line of text.
- Multi-line text input - allows multiple lines of text by hitting the enter key.
- Checkbox - add in a checkbox
- Xbox - similar to checkbox but slightly larger and a bold capital X character.
To add either checkbox or xbox select the radio button. You'll find below that there is an option to pre-check the box
Much like section 3. all you need to do is select the top left corner of all checkboxes as it appears on the form/page
Adding a single-line or multi-line text input is just like section 4. where we would draw a box in the corresponding section on the form.
To make things easier we can allow OSCAR to pre-populate text in the single or multi-line text fields. After selecting either single-line or multi-line click on the From OSCAR Database radio box and open the dropdown.
You would first select what datapoint you want OSCAR to pre-populate then draw the text field box on the form.
At the end of section 5 just before section 6 there is an Undo button to remove any mistakes.
Section 6. Fine-tuning The Input Fields
If you've slightly misaligned a checkbox or text field and want it corrected this section allows that.
Note that the top of the list shows a Male checkbox. This is the first input from section 3 we added to find the demographics sex assigned at birth. The bottom of the list, page1_9, is the most recent input we've added. Each input has a checkbox to allow you to select which you want to fine-tune. To make this easier you can press the button Show/Hide Input Names to display the input names on the form
The UP, DOWN, LEFT, RIGHT options allow you to nudge and move the input field selected around the form. WIDTH and HEIGHT adjusts the form to fit better. Note, checkboxes can't be modified with the HEIGHT and WIDTH adjustments. To make this easy you can us the arrow keys on your keyboard to move the textfield around and combining this with the shift key adjusts the height and width. After fine tuning the input make sure you uncheck the box.
Here it is in action
Section 7. Miscellaneous Options
For most cases it is recommended to enable both Fax and PDF options, if there is a specific fax number you can add that here as well.
If you've reached this point where all the inputs (text or checkbox) have been added and have other pages to work on go back to section 1. and load the next page, following above steps.
Section 8. Generate eFormExpand/Collapse
To finally save the eForm into your OSCAR PRO library expand section 8 and press LOAD HTML code in new Window.
In the next page, the big block of text is the html code, you can ignore this but here you can key in or change the name of the eForm as it should appear in OSCAR PRO then press the blue SAVE button at the bottom.
Reload the eForm library and you should now see your new eForm available for use.