Edit a Form

As a Regional Administrator, you can edit existing forms to update the Name and Description of a form or change the Default or Visible selection. If you need to make changes to elements or fields on a form, you can do that through the design process.

When you edit a form, you cannot change the form Type.

To edit a 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. Locate the form you want to edit. On that row, in the Actions menu, click Edit. The Edit Form page opens.

  4. Edit and/or select this information:

    • Name - Title 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.

    • Default - Selection identifies theWeb - Addform that is open by default when users accesses the page in EMTrack. Only Web - Add forms have the default option.  

    • Visible- Selection makes the form available in the EMTrack Web or Mobile application. Only one Web - Editform can be visible at a time; however, more than one Web - Add and Mobile form can be visible.

  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 the 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. The Forms Configuration page opens and your form appears in the list.

Related Concepts

Patient Forms