Special Techniques

Cloning a form

Start File Manager and select the site

Click on "Forms"

Highlight the form to be cloned

Click on the "File" menu

Click on "Clone current record"

Enter a form code for the new form.  Make sure the code is unique.

Edit the new form, as desired.

Copying a form from one site to another

Start File Manager and select the site to copy the form from

Click on "Forms"

Highlight the form to be copied to another site

Click on the "File" menu

Click on the "Export selected record to ChartNet structured file"

Select a folder to save the file to.  The filename will default to "Forms.exp".

Exit Forms Maintenance

Select the site to copy the form to

Click on "Forms"

Click on "File"

Click on "Import from ChartNet structured file"

Navigate to the folder where the "Forms.exp" file was saved

Select "Forms.exp"

The form will be imported

Using a table to control bracketed field placement

Sometimes a header or footer needs to have the patient data fields in "columns" across the page and the fields need to be either left-justified or right-justified.  Instead of using tabs to separate the fields into columns, it is recommended that you insert a 2 or 3 column "table" and size the column widths accordingly.  Then in the table cells, you can insert bracketed fields, along with any other labels that are required (e.g. "Patient name: ").

Copying parts of a form to other forms

If you have to make the same change to many of the forms, you can save time by making the change to one form, then using the "Quick Site" feature to copy the section of the form (e.g. Header) that was modified to all (or selected) other forms.  The "Quick Site" option is available under the "File" menu in the File Manager.  After entering the site code, click on the "Forms 1" tab and fill out the section called "Copy parts of existing form to other forms".