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Updating form data

To update data on a form:

  1. In the Navigation pane, click Patients.
  2. In the Case Books List, click the traffic light icon for the patient and visit you want to use.
  3. Click the tab for the form.

    Note: A yellow exclamation point on a tab indicates that there is work to be done on the form.

  4. Do one of the following:
    • To update a regular item—Click the cell with the control that you want to change.
    • To update a value in an itemset—Click the itemset row number.

    The Data Value(s) page appears. For a regular item, only the selected item is visible.

    For an itemset, all items in the itemset are visible.

  5. In the Enter New Value section of the page, select or type the new value of the item.
  6. In the Reason for Change section of the page, select or type the reason you are changing the data.
  7. Click Submit.
  8. In the confirmation message box, click OK.
  9. Click Return.

    You return to the form. Note the changes of appearance in the item:

    • If the data change answers a query, the background color changes from pink to gray.
    • If the data change clears the value from the item, the item is incomplete. The background color changes from gray to yellow.
    • If this was the first time the data value was changed since initial data entry, the audit trail icon changes from gray to yellow to indicate the existence of additional events in the audit trial.

    If you deleted an itemset:

    • The original itemset values are visible but crossed out.
    • If the itemset or item had a query, the query is cleared.
    • If the itemset row was part of a rule, the rule is not refreshed.
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