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Using Requisitions & eForms

Updated
ByAdrian Starzynski
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Documentation Copyright © 2024 by Adrian Starzynski under the Creative Commons Attribution-Share Alike 3.0 Unported License

Adding a New eForm

You can access the “Add E-Form” screen from 4 places:

  • the Master Demographic page: under the Resources heading, click “Add E-Form”
  • the eChart screen: left hand side of the page, click “+” next to eForms in green
  • specific eForms may be available to you (set by Preferences Tab) directly on the appointment screen
  • you can also add/select eForms from the “everything search” box in the eChart
  1. Choose the desired eForm from the list of the eForms that are available.  If you have a lot of eForms, you may first narrow down the list by selecting the right eForm Group from the drop down menu at the top and clicking “View”.
  2. Fill in the the eForm or write the letter needed.
  3. Add an appropriate subject in the Subject box at the bottom of the form (if subject desired).
  4. Click on the “Submit” or “Submit & Print” or “Submit & Fax” button when finished completing the form. The eForm will now be a part of the patient’s electronic medical records.
  5. Certain special eForms (e.g. Antenatal and Rourke) can be part filled and saved in draft form.  Only the most recent version is visible.  Do NOT save them permanently until you are done adding information.

Viewing, Changing and Deleting Already Used eForms

You can access the view “Current eForms” screen from two places:

  • the Master Demographic page: under the Resources heading, click “Current eForms”
  • the eChart: left hand side of the page, click the green “E-Forms” bar

TIPS:

  • If you want to change the data on an existing eForm, click on the name of the desired eForm and edit its content.
  • If you want the newly edited form to replace the old one, after clicking “Submit” or “Submit and Print” or “Submit and Fax”, then delete the old eForm.
  • If you wish to delete an existing eForm, click “Delete” in the “Action” column next to the eForm you wish to discard
  • If you accidentally delete an eForm that you wish to retrieve, click on the “Deleted eForms” link on the left side of the page, then click “Restore” next to the eForm you wish to keep.
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