4. How to use the eForms Generator

Creating eForms

To create a new eForm, navigate to the eForm administration module by clicking on "Administration" from the schedule page, then "Forms/eForms", then "Manage eForms".  

Click on the “Create” option.

Write a name for your new form and click “Next”.

Upload a picture of the form from your computer. This can be a PDF or a picture (png, Jpeg) file. 

Adding Text Fields to Your eForm

Now, you can start to add text boxes to all the fields that can be pre-filled with the patient’s data. 

You can also add check boxes by clicking the "Add Checkbox".

Check boxes can be easily aligned vertically or horizontally.

Next, you can start assigning database tags or measurement tags to the text fields. You can do this by searching or choosing from the list.

 A measurement tag can be a value (e.g. blood glucose, blood group, oxygen saturation, etc) or an observation date.

Adding a Signature field

You can also add a signature box to the signature field.

You will need to type in your PIN in order to insert your signature. The signature will have been previously saved in your account.

Once you have completed the form, click “Save & Close”. 

Uploading eForm to patient's chart

To use your eForm, click on the eForms’ + from the patient’s chart.

The eForms tab will open up. Choose your eForm. 

The eForm will open with all of the text fields prefilled (using data from the patient’s file). If for example, there is no email or phone number listed in the patient’s file, these fields will not be prefilled. All of the text boxes are editable; text can be changed, added, or removed.