Add Problems to Patient Forms

Add Problems to Patient Forms

Patient problems can easily be pulled from your EHR and be placed into Adit’s Patient Forms. When patients select a problem in their form, that data will then be imported back into their patient chart. 

To add problems to a patient form:

  1. Navigate to the Patient Forms module.

  2. In the top navigation menu, click Form Manager .  If you don’t see this option in the menu, click the three dots to view the rest of the menu options.

  3. Click the Create Form button to create a new form, or click Form Name, or  Edit icon on an existing form you want to update. 

  4. On the Form building page, you will see a tool bar on the left side. This tool bar provides different types of fields that you can use in your form.

  5. Go to the custom fields section and drag the Problems field into your form. 

  6. You’ll see a pop-up appear, explaining that this field will automatically populate a list of Problems based on the master list in your EHR. Select Yes to continue.

  1. Once the field is placed on your form, the right hand column will appear showing the field properties.

    1. Field Label - Use this field to write the question you want to ask the patient

      1. For Example: “Do you currently have any of the following problems?”

    2. Hidden - you can hide this question on the patient form

    3. Required - you can make this field mandatory for patients

    4. Copy - this option is disabled for all custom fields because you can only have one in each form

    5. PMS Field - this field allows you to map where the data should write into your EHR. Since this is a custom field, it will be automatically mapped to the problems in the patient’s chart. 

    6. Problem Name - these are automatically pulled based on the problems available in your EHR. 

      1. You can choose to select the Eye Iconto hide an allergy from the dropdown or select the X to remove it completely. 

      2. Please note if you want to add any new allergies on this list, it will have to be added directly in your EHR first, and then once that information syncs over you have to remove and re-add this allergy field in your form.

    7. Reset - If you want to remove any updates you made to the medications field, you can select this buttonto start over.

    8. Once you are satisfied with your form and are ready to start using it, go to the top navigation and select either Save or Save & Exit






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