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Forms are built and maintained using the File Manager application. To access "Forms Maintenance", start the File Manager, click on the "Sites" tab, select the site, then click on the "Forms" button. The Forms Maintenance application allows you to create new forms, edit forms, and delete forms. If you need to create a new form that is similar to an existing form, you can create a "clone" of the form by going to the File menu and selecting "Clone current record".
The following is a list of the different screens in the Forms Maintenance application, along with a brief description.
| Main | Contains the form's unique code, description, and list of data entry fields |
| Formatting | Contains various fields for controlling the formatting of the report, including margins, default font, options for where to print the headers/footers, etc. |
| Header | Contains the header section of the report. Normally the patient identifier fields (e.g. patient name, medical record number, etc) are located in the header. |
| Body | May contain a pre-defined template that you want to present to the transcriptionist at the time a new report is created. Can be left blank. |
| Report Footer | Normally contains the "signature block" section of the report. The Footer is normally inserted at the end of the body section when a new report is started. |
| Page Footer | Contains the text that needs to be printed at the bottom of every page. Can be left blank. |
| Alternate Header | This can be used as a "second" header (for pages after page 1) if no other combination of formatting options will provide the correct formatting. ** Use of the Alternate header is not recommended because it cannot be included in any RTF output. |
| Distribution Flags | Contains options that control the distribution of the report. |
| Distribution | Contains a list of default distribution devices. |
| E-Sign | Contains options that control how this form will be handled when reports are signed electronically by the provider. |
| Notes | Can be used to specify special instructions unique to this form that can be viewed by a transcriptionist. |
| Other | Contains other options that may be required. |
| Misc | Contains miscellaneous options to handle unique requirements. |
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