Create a Form

As an administrator, you can create Web - Add, Web - Edit, and Mobile forms by specifying the Name, Description, and Type of form. By default, forms are available to all users in the region, but through Regional Availability you can restrict access to a form by selecting specific providers and/or user roles.

There are two main ways to create forms. You can create a brand new form and after creating it, you will then need to design the form by adding, configuring, and ordering the elements and fields that comprise the form. Once design is complete, you can make the form Active to indicate it is ready for use and then make it Visible when you want users to be able to access it in the Web or Mobile application.

Alternatively, you can create a form from file by downloading an existing form and then uploading the emtrack form file in another region or environment. This form is basically ready to go; however, once the new form has been created, form fields, including data elements behind the fields, along with Regional Availability and Visibility options should be reviewed to make sure they work properly in the new region or environment.

To create a new form

  1. On the upper right, click System Settings.

  2. On the left, under Other Settings, click Patient Forms. The Forms Configuration page opens.

  3. Click Create Form. The Create Form page opens.  

  4. Enter this information.

    1. Name - Title of the form, which will be used on the Forms Configuration page and form selection menu.

    2. Description - Details or information that will help users understand why and when to use the form.

    3. Type - Indicates how and when the form can be accessed and used (Web - Add, Web - Edit, or Mobile).

    4. If you are creating a Mobile form, select or clear the checkbox for Daily Tracking. Selecting this checkbox means the form will be available in run mode, when the run clock has been started. Tracking options are configured through the Tracking Number field on forms.

  5. In the Regional Availability section, identify which providers you want to have access to the form. If you want the form to be available for:

    Verify the default Form available for all providers in the region  is selected,

    1. Click Form available for selected providers in the region.

    2. Click  Add Providers . The Add Providers  window opens with provider labels on the left and providers on the right.

    3. If necessary, on the left, select label checkboxes and click Search to filter the list of providers.

    4. Select the checkbox for providers you want to include.

    5. Click Confirm.

  6. In the Regional Availability section, identify which user roles you want to have access to the form, if you want the form to be available for:

    Verify the default  Form available for all user roles in the region  is selected.

    1. Click Form available for selected user roles.

    2. In the list, select the checkbox for user roles you want to include.

  7. Click Save. TheForms Configuration page opens and your new form appears in the list.

To create a form from file

  1. On the upper right, click System Settings.

  2. On the left, under Other Settings, click Patient Forms. The Forms Configuration page opens.

  3. Click Create Form From File. The Upload Form: Step 1 of 2 window opens.

  4. Click Choose File. Your browser's Open File window opens.

  5. Navigate to and click a previously downloaded emtrackform file.

  6. Click Open. The name of the file appears in the window.

  7. Click Next. TheUpload Form: Step 2 of 2window appears.  

  8. Edit or enter this information as necessary.

    • Title - Name of the form, which will be used on the Forms Configuration page and form selection menu.

    • Description - Details or information that will help users understand why and when to use the form.

    • Type - Indicates how and when the form can be accessed and used; and allows you to select Publish this form and/or Make this form visible if you wish to enact these options immediately.

  9. Click Save. The new form appears in the list. It is already designed, but field data elements, Regional Availability, and Visibility options should be reviewed.

If necessary, you can Edit, Design, Copy, Download, or Delete the form.