Open and View Forms

You can open and view existing forms in Oracle Health EHR.

1. On the patient chart, locate the Forms panel. The most-recently charted forms are displayed for this visit. If the appropriate form is not displayed, select the Forms heading to display all forms.

   Note:

   The Forms page is listed by default. If you deselect the Category Forms filter, the Documents page is displayed. The Documents page displays forms, notes, and documents. The behavior of the Forms Page and Documents page is the same. The two page names may be used interchangeably in documentation.
2. Select a form. The preview displays for completed forms. If the form is in progress, then the form will open for editing.
   • The preview panel opens to the selected form; however, all forms are opened and you can scroll through them.
   • Select Maximize to open the highlighted form in a large view.

You have the following options on the Forms window:

• Select one of the following options on the Group By list to filter your listing:
  • None
  • Author
  • Status
  • Visit
  • Category
  • Location
• Select Add Options (+) and then Add Form to add a form. See Add a Form.
• Select Actions (...) for a form and perform any of the following actions:
  • Edit: Edit the form. Completed forms that are edited will need to be signed again. See Edit a Form.
  • View Details: Displays the form in the large view.
  • View Action History: Displays information on who has edited the form.

You have the following options when a completed form is displayed in a large view:

• Edit: Edit the form. Completed forms that are edited will need to be signed again. See Edit a Form.
• Print: Select Print to print the form. You can also preview what it will look like when printed.
• Select Actions (...) and perform any of the following actions:
  • View Action History: Displays information on who has edited the form.
  • Mark In Error: A completed form that is incorrect can be placed In Error status. See Mark a Form as In Error.