Here we will review how to create eForm Groups and how to set an eForm Group as a default under Preferences.
You can check out the video here.
eForm Groups:
An eForm Group allows you to be able to place specific eForms under a group to easily filter the eForm Library.
An eForm Group could be used to group together a provider's favorites together, or all Screenings, or even all eForms from a certain location/hospital.
In order to create an eForm Group one would need to navigate to Administration > Manage eForms:
Please be aware that there is a short cut for Manage eForms in the centre panel, or Forms/eForms can be selected, followed by Manage eForms.
The option for eForm Groups will be located along the top of the eForm Library banner:
Next, we would enter in a name for the group, and click Add Group:
Once added, it will show on the right hand side for eForms to be added to the group:
Now we need to click Add eForm to load the current active eForms available in your eForm Library:
From the drop down of available eForms, one can be selected at a time and click Add eForm to Group.
Once completed you may click the X in the top right corner to exit out of this window.
If an eForm is selected in error, there is the trash can that will remove the eForm from the group:
Access eForm Groups:
From within the patient's eChart and the eForm module, the eForm Groups will be accessible from the left hand side:
By clicking on an eForm Group, the eForms will filter to showcase the specific ones in that eForm Group:
eForm Groups can make locating an eForm easier, versus searching through a large list.
Edit eForm Groups:
An eForm Group can be updated at any time to add new requisitions to the group, or to remove others. This can be done from the patient's eChart while within the eForm module:
Alternately, the eForm Groups can be accessed by navigating again to Administration > Manage eForms and then selecting eForm Groups.
Please note that if you're updating an eForm Group to add/remove eForms, you must first click on the eForm Group name on the left side to load it on the right side.
Preferences:
There are a couple of different eForm Preferences available.
Please note that Preferences are specific to each user's login only.
An eForm Group can be set to load on default when opening the eForm module from a patient's eChart under Preferences.
From Preferences, we would scroll down to Set Favourite eForm Group. Next, we would select from the drop down of available eForm Groups which to have set as default and click Save!
After clicking the + for the eForms, the default Group will load automatically:
Should you need to access different groups, or the full list of eForms, the links along the left side can be used to load them accordingly:
Please note, that there is also the Preference to have the Favorite eForm Group display when hovering your mouse over the + on the eForms module within the patient eChart:
With this Preference enabled, the desired eForm can be selected from the eChart instead of entering the eForm module first:
With the hover enabled, if you need to access the full list of eForms, the + would need to be clicked, and then Show All above the eForm Groups listed on the left side.
Lastly, there is a Preference to add short cuts for eForms on the scheduled appointment:
A checkmark can be placed beside any eForm that you wish to have displayed on the appointment screen, and then click Update to save changes.
A short cut will then appear on every scheduled appointment:
Please reach out to Support if you have any questions, help@oscarprodesk.ca