Editing a Custom Form

1.   If you haven't already, go to the Visit Form option from the Custom menu, and click Forms. The LMR displays a list of current forms.

Note: This list includes Previsit Forms created before the November '12 release. These forms are not available to be edited. For additional information, click here.

2.   Click the name link for the form you want to edit.

3.   Edit the form by doing any of the following:

• Edit the name of the form or form description using the associated fields at the top of the screen.

• Change the font size by clicking one of the associated icons ( ).

• To remove a section, click to deselect the check box to the left of the section name. Note that you can add the section back again later. (You can entirely delete sections added by you or other users by clicking the .)

• To add a new section, click Add New Section. For details, click here.

  Note: These steps describe how to add a new section. To include a section that has simply been suppressed from printing, click the check box preceding the section name (to show check).

  a.   Type the section name.

  b.   If desired, type explanatory text for the section in the Introduction field.

  Note: Typing a valid URL displays a hyperlink for forms displayed online.

  c.   Select the section after which the new section will be placed.

  d    Add a new question by clicking Add New Question/Label. For details, click here.

  1)  Type your question in the Label field.

  2)  If you want the answer to start on a new line, click the check box.

  3)  Select the response format (single line, multiline, single select, multiselect, or date).

  4)  Click Save.

  e.   Do any of the following:

  • Edit a question by clicking the next to the question. For details, click here.

    1)  Type your question in the Label field.

    2)  If you want the answer to start on a new line, click the check box.

    3)  Select the response format (single line, multiline, single select, multiselect, or date).

    4)  Click Save.

  • Reorder questions by clicking to highlight the section (not the check box), and then clicking a navigation button.

  • Delete questions by clicking the icon next to the question. Clicking to deselect the check box allows you to suppress display or printing of this question without deleting it.

  f.  When you are finished, click Save.

  Note: Once a section is saved, you can delete it by clicking the icon to the right of the Customize link.

• To customize a section, click the associated Customize link. For details, click here.

  a.   Edit the section name, if desired.

  b.   For the Introduction section, edit the Form title, Practice Introduction, or Print Form Introduction, if desired. The Practice Introduction displays when the form is viewed via Patient Gateway. The Print Form Introduction is included when the form is printed. Add a page break, if desired.

  Note: Typing a valid URL displays a hyperlink for forms displayed online.

  c.   For all other sections:

  • Edit the Introduction, if desired. This is introductory text that might help to explain the section.

  • Add a new question by clicking Add New Question/Label. For details, click here.

    1)  Type your question in the Label field.

    2)  If you want the answer to start on a new line, click the check box.

    3)  Select the response format (single line, multiline, single select, multiselect, or date).

    4)  Click Save.

  • Edit a question by clicking the next to the question. For details, click here.

    1)  Type your question in the Label field.

    2)  If you want the answer to start on a new line, click the check box.

    3)  Select the response format (single line, multiline, single select, multiselect, or date).

    4)  Click Save.

  • Reorder questions by clicking to highlight the section, and then clicking a navigation button.

  • Delete questions by clicking the icon next to the question. Clicking to deselect the check box allows you to suppress display or printing of this question without deleting it.

  • For the Health Monitoring section, you can click Add HM Items to collect information on a variety of topics. When displayed within an interactive or printed form, these items include a number of pre-formatted responses for the patient.

  • Insert a page break after the section by clicking the associated check box.

  d.  When you are finished, click Save.

• To reorder sections, click to highlight the section, and then click a navigation button.

4.   When you are finished, click Save.

5.   The form name auto populates. Then select the practices or subsets to which you want it associated.

6.   Click Save.

7.   For Patient Gateway practices, update the sending parameters for the form by clicking . For details, click here.