Forms

You can create forms for patients to complete in their patient portal or for organization members to complete on behalf of patients in the EMR. Here are the following types of questions that you can ask in the form:

• Multiple Choice
• Dropdown
• Short Answer
• Grid
• Number
• Paragraph
• Date
• Time
• Picture
• File
• Statement
• Consent
• SSN
• Address
• Allergy
• Medication
• Condition
• Vitals
• PDF Upload
• Editor
• Insurance
• Setup Payment
• Preferred Pharmacy

You can find the definitions of each of the question types here.

Steps

Step 1: Create a form (EMR)

To create a form:

• Go to the EMR (e.g. emr.avonhealth.com)

• Click on the hamburger menu on the top left corner > Settings > Forms

• Click "Create a form”

• The "Add Form" modal will pop up. In it, set:

  • Name: Name of form
  • Description: Description of form
  • Usable by: Which organization members can complete this form and assign it to patients. By default, forms can be completed and assigned to a patient by any organization member. However, forms can be restricted to be only completed and assigned to patients by certain medical centers, specializations, peer groups, and/or individuals. This is useful if, for example, certain forms are only relevant for PCPs to complete vs. other forms are only relevant for nurses to complete.

• Click "Create Visit Note"

• Click "Add section" to add a section to the form

• Click "Add question" to add a question to the form

• Select the type of question you want to ask.

• For each question, set:

  • Required: Whether a response to this question is required
  • Add to Patient Chart: (Only applicable to some question types) Whether to sync the response from this question to the patient panel that's located on the left-hand side in the patient's chart.
  • Title: Title of the question where it says "type your title here"
  • All other parameters are specific per question type

• Click on any form details, section, or question card to edit it. Press the Delete button with the red outline to delete an entire section of a form and the trash can icon to delete a question in the form.

• Drag a section or question card when it's in view mode to reorder it.

Step 2: Embed in logic (EMR)

You can embed in logic into the sections and questions in the forms. Follow the instructions here to embed logic.

Step 3: Publish the form (EMR)

Press "Publish" to publish all of the changes and make them visible to organization members and patients.