General Form Functionality

You have options to assist you when creating and completing forms.

The following functionality is available on some or all forms:

Table 5-1 General Form Functionality

Functionality Description
Blood Pressure When configured, forms that support blood pressure measurements displays the mean arterial pressure with the supporting calculation.
Calculations Select the Calculations button Calculations next to fields where the value is derived from a calculation to view details for the generated value to include the equation used to perform the calculation.
Comments When you enter a value for a particular element, a Comments button Comments is displayed. You can select this button to add free-text commentary for the charted value.

Note:

When you view or edit a form with a status of In Progress, a visual indicator Comments Button With Visual Indicator is displayed on any charted value that has a comment.
Concurrent Update Message

If another user has edited and saved a form that you are currently working on, the following message is displayed: Another user saved changes to this record. Save your changes as a new record or refresh this page to the latest content.

If you have not started entering information, refresh the page to get the latest content. If you have made significant updates, you can save the form as new instance and then later transfer your information to the original form.

Conditional Fields Forms present a streamlined view. If you select a field that requires additional information, the form expands to display additional fields, sections, or both.

Note:

If you enter information in expanded fields or sections for a conditional field and then clear the field that triggered the conditional fields or section to display, a message is displayed warning you that information entered in the expanded fields or sections will be lost.
Converted Metric Values When you enter a metric value for a field, such as centimeters for height, the Imperial value is displayed next to the field. The Imperial value is for reference only and is not retained with the form is saved.
Date and Time Fields You can enter or select the date and time fields. You also have the following options:
  • Press Shift+T to set the date to the current date.
  • For combined date and time fields, press Shift+N to set both values to the current date and time.
Discard Select Discard to discard all results and remove the form. Discard is only available on In Progress forms.

Note:

You can also discard In Progress forms from the associated Needs Attention task.
Interpreted Value Fields Interpreted value fields automatically populate a score based on other questions answered or fields valued. The following label displays under the field to alert you that value was calculated by the system: Source: Interpreted Value. If you manually change, that is, override the interpreted value, the label is removed.
Required Fields Required fields display a Required label below the data entry box.
Review Select Review to preview how the form will display in the textually rendered document format.
Rich-text Fields Fields that support rich-text entry provide the following formatting options:
  • Bold
  • Italics
  • Underline
  • Strikethrough
  • Bulleted lists
  • Numbered lists
  • Linking
Show Last Charted Select Show Last Charted to display the last charted values for this form. The page is divided into two sections: Latest Values and Current Values.
  • If all values in the Latest Values section are the same as the new results, select the Insert Previous button by the section name to copy all values to the Current Values.
  • Copy selected results by selecting the Insert Element button for individual results.

    Note:

    You cannot copy forward fields with calculated values.

The following label displays under the field to alert you that value was copied forward: Inserted From Previous.

Select Hide Last Charted to remove the Latest Values panel.

Sign Select Sign to complete the form.
Supporting Information Forms may have additional supporting help, reference, or copyright text associated with them. In some cases, this information is displayed in the form itself, while other cases, the information is available by selecting the Information indicator (i).
View Source Description for UI Labels You can hover over a field element to view, when available, a more detailed description of a UI label.