Forms Builder - User Manual
Contents
1. The date_picker element allows a date and time to be embedded into an assessment This is useful for recording things like when an activity was performed Name name given to the field by user Position position number in the list of elements Description Enter the question required for yes no Required Yes makes the field mandatory for user to complete when editing the form on client record Read Only Yes can be used for fields imported from patient record or other assessments that you don t wish the user to alter Show in reports Yes the default option change to No if the item is not required for reports On change allows advanced users to add code Name name given to the field by user Position position number in the list of elements Title Enter the field title to be displayed Size enter a number for preferred size around 15 is minimum size to diplay full date Required Yes makes the field mandatory for user to complete Forms Builder 2012 Element options a Hidden field Eg Calculation 10 Page Hidden fields can contain data that you want to attach to an assessment that you do not necessarily want the users of the assessment to have access to directly The hidden field element also forms the basis of linking an assessment to a client If you have a field called patient_id it will be linked to the current client when the assessment is initiated NB All2. Clintel Forms Builder Manual Gen 3 Copyright Clintel 2013 clintel intelligent solutions for health Forms Builder 2012 Modu On segren a a 3 THSF Pal Earne E E ER 3 Ji E E AEEA AE AA ET EE TT AE AE T T AE E E AAAA 3 ArcNiVe deens T axe ivectaubtiaataneiiabsdesunedtaxs 3 New Assess men aan a E E 4 PNY PDO EE enan EEEE ES 4 Create NeW T Ormi uieii E T A 4 Edite Tor S geena E ee Race ame 5 Assessment Detall Seerne a A ieansees teatucee 5 Available Formi Components sesisnenre a an viaeewithsiwanss wagered oats 6 Cloning a forny and renamins 11 s1c tacecacuttaxeieacdeestidewsasibatadaahgudbaas a a a iS 18 ReadOnly elds Dy derau iiss ceticsarncesas cake neueais chet asatuen it aaabbrneuesiah debi anemeeetiat 19 FEME TOMAN e Naa ane a a on Gena A A 19 Performing an Assessment that has a Pre Requisite Assessment cccccceseeeeees 20 Performing an Assessment where a pre requisite has not been defined 20 Caula onsi ton waasealattin tah cubhuciantaneh a env wuntiesavtany 21 AIG Bt Fes 01 F216 0 peepee ai Ri eee oR Te Te 24 Enabling an ASSESSING IE xi caccccs ietealtec ative ati E EE A EA 27 Updating amexisting ASSESS MVCN boise ao ot Ea E a 2T Archiving old versions Of an assessment cccccccceceeeeceeeeeeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeess 21 DESTON Parameter Secarse E T E a 28 Addins aGeneric Code toa TONN asesan a 33 Advanced code form Compiler sonene N A ee 35 2 Page Forms Builder 2012 I
3. Click to import an assessment Create New Form a Click the Forms tab Click New Assessment link Enter Forms code in Name field Enter form Name in Title field If desired enter a description Select where the form is to be used a Patient b Location c Provider d Care Plan coming in a future release g Click Create h Once the form has been saved click the EDIT button to begin building your form hoap NB If you wish to make changes to an existing form use the copy function and edit the copy 4lPage Forms Builder 2012 Editing Forms Assessment Details a co Code of the assessment Title of the Assessment Version number of the assessment Category You can assign categories to assessments for easy sorting ranean emasiame d Which views Patient b Location c Provider d Plan Items assessment is attached to a care plan item Ongoing document Default is no If selected a document can be completed over a number of days weeks and information already entered is made read only i e Monthly Bowel Charts Test patient id Each patient has an ID number which can be noted in the URL when the patient record is open not this number and enter it here to preview your form with patient details while you are modifying it Unique Identifier Click the Get unique ID to load extra verification optional http test justice healthsolve com au patient sho H16 Patient ID number AL
4. 2012 e Are their appropriate section headings e Can users provide feedback on the form e Isa privacy statement required e Are alternative browsers supported e Can the form be used by users without a mouse requirement e Form title reveal the purpose e Avoids the use of obscure terms or acronyms e Contextual information related to the question if needed e f the form is long or multi use should it be made into separate forms e Simple everyday language e Are there few words per sentence e Does the form use words that mirror the users language e Most questions have pick lists of answers e The form completes calculations if required e The form is self instructing e Elements like question and answer boxes are placed consistently e Avoids small print decorative fonts italics extensive capitalisation of text long line lengths close line spacing or poor colour shading contrast e Follows left to right and top to bottom sequence e Are the common questions up front and those that only relate to some further down the form e Does the form display for those with visual impairments large print e Has there been client feedback e Does the form address operational as well as policy requirementsThe form does NOT e Have lots of options e Asks to recall information from the distant past Reference Australian National Audit Office 2006 User Friendly Forms Key principles and practices to effectively design and communicate Aus
5. are included in the Clinical Progress Notes entry It operates in similar fashion to the Dynamic text fields The prerequisite element allows the creation of an assessment instance to be dependent on another assessment being performed The Assessment code field contains the assessment name required and optionally the Assessment version field contains the minimum assessment version If the Assessment version field is not specified then any approved assessment will be used The Message field contains an optional message to be displayed Forms Builder 2012 Element options A Form name gt File upload m Clone form 17 Page if the required assessment is not found TIP If more than one pre requisite assessment required modify custom message to prompt user about BOTH assessments The default warning message will only warn for the first pre requisite This allows you to create a meaningful name based on values entered into the form The form name element allows the name of a form as displayed in the assessments grid to be altered depending on the values entered in the assessment instance The file upload button enables the user to upload any file type to an assessment e g pdf word Zip etc The clone_form element allows the contents of an assessment to be cloned on approval If used with the form name function you can automatically renames the form if the form name is specified Form
6. code for a form instead of using the drag and drop forms builder Source code for a form is written in YAML compiled and a form file is generated This can then imported into CareRight This approach to building forms requires e abasic understanding of writing source code in YAML XML or another a programming language e advanced understanding on the forms builder and elements If you are interested in using this please contact Clintel to discuss 35 Page
7. contains an a it should be interpreted as 1 b as 2 and c becomes 3 Formats a numeric result with the specified number of decimal places fixed For example Fixed field1 2 Returns the generic code value for the specified table and code F le cod or example code Application Patient will return the system defined term for a patient hasvalue Returns true if the specified field has a value Inverts the value of passed expression For example not p not gender M will return true for any value of gender other than M Contact Clintel for details on usage of the following functions e case e contains e datediff e day e dayname 22 Page Forms Builder 2012 e dayofweek e dayord e disable e enable e endswith e error e errorif e formatdate e hour e lower e minute e month e monthname e not e now e pow e set e startswith e string e upper e year 23 Page Forms Builder 2012 BMI Calculation The standard BMI calculation is as follows weight height x height Where weight is in Kilograms and height is in Metres To represent this in a form you can use the following elements Lissa ame Element Title Format Code Comments Name Elem weight Text_field Weight Numeric Uses the Kgs weight value in the patient record height Text_field Height Numeric Uses the Metres height value in the patient record poten ieee ee Meee peer bm
8. e Text field e Text area e Yes No e Date picker e Generic code e Radio group e Select list e Check box e Patient picker e Location picker e Staff picker HTML formatting You can use a limited number of HTML tags to format some text based description fields The tabs need to surround the text that you wish to format Name Tag Description Example Use Headings h1 h2 h3 h4 Formats text into a larger lt h2 gt This is a level 2 heading font size heading lt h2 gt B p Formats the text bold lt b gt bold text lt b gt Jtalic Underlined Formats the text underlined lt u gt underlined text lt u gt New line Adds a new line in the Line 1 lt br gt paragraph Line 2 lt br gt Line3 19 Page Forms Builder 2012 Performing an Assessment that has a Pre Requisite Assessment 1 Ensure the pre requisite assessment has been completed 2 Create the target assessment as normal 3 Data from the Pre requisite assessment will be imported 4 Approve as normal NB Where a pre requisite assessment has not been performed the user will be prompted and cannot proceed User receives a warning about the pre requisite assessment Create Current Assessment This assessment requires the 00003 PCR_5 assessment version 2 or greater to already have been performed Assessment Test Linked Assessment P Create Current Assessment Cancel If a pre requisite is not set the user
9. good for adding m Group box A Dynamic text E Show if 6 Page instructional text The dynamic text element allows the results of calculations to be displayed to the user Any text placed between curly braces and is interpreted as a calculation result See calculations for more details The show_if element displays any Add a Condition elements it contains if it s condition property evaluates to Drag and drop the show if true This can be useful to show button onto the assessment or hide sections of an assessment definition based on answers to questions in Click on the heading and the the assessment condition builder will display on the right hand side See calculations for more details on the condition property Select the question to which the condition will apply Two further fields display most commonly you will choose equals in the next field and type in Yes in the last field Then you need to drag and drop what you want to display or happen into the show if box eg Text field or static text perhaps a suggested care element or further assessment Forms Builder 2012 Element options Displays a simple piece of text in A Label Text field 71 Page the assessment This is useful for a simple description of an element and as column headers in tables The text field element can contain small amounts of free text It can be restricted in what types of values it
10. may contain using the Format property Text fields can be used to import data from the resident administrative details by using the field name For example naming a field first_name will pre populate the field with the patient s first name If this is changed in the form on approval the changes will be saved to the clinical record To prevent changes set the parameter Read Only to Yes See Client field names list for a full list of field names that will pre populate a form with client data Name name given to the field by user Position position number in the list of elements Title Enter the field title to be displayed Display Format This allows you to control the number of decimal places a field displays For 2 decimal places use the following code 0 2f Size enter the number of characters for the field to accept Required Yes makes the field mandatory for user to complete when editing the form on client record Read Only Yes used for fields imported from patient record or other assessments that you don t wish the user to alter Show in reports Yes the default option change to No if the item is not required for reports Format It can be restricted in what types of values it may contain using the Format property Option Meaning Forms Builder 2012 Element options Text area The text_area element is used to enter large amounts of free text into an asse
11. ERTS ALLERGIES Male 05 08 1971 39 years Melbourne Custody Centre alm Summary Beaute cee ed Clinical Summary Care Plan Progress Notes Discharge Planning Admission Print Administrative Summary Back Preview Export Check A Falls a ea 2 9 4 2 e eels ol Siaa lalla Assessment Details Code IHMRI Ee hig den_field patient id rast CVD Hypertentions Visit 1 ersion 1 0 J Ee x group Category None Description click to edit Ax yes_no yes_no_109705920 In which views should this assessment be available 3 5 show if show if 109705230 Patient Yes Location No Provider No Plan No Ongoing Document No EA X textfield text_field_109703520 Test patient ID click to edit Unique Identifier Get Unique Id EE x text_field last_name GA X date_picker birth ES x generic_code gender EAX calculation calculation _109705820 Be x dynamic_text dynamic_text_109665120 Drag and drop the required question types into the Assessment details window 5 Page Forms Builder 2012 Click each item to edit the values The editable items will display to the right Click on the K to remove questions from the view 2 Click on the icon to copy a given question or group of questions To view your form click the Preview link Available Form Components Element options Use a group box to place asetof Title logically related questions together The static text box displays text to the user This is
12. as part of the form as they are automated Forms consideration All forms need to be considered in regards to e Form layout for data entry e Form layout on screen when retrieved e Form layout when printed Abbreviations should be limited to only those in common use it there is any doubt then abbreviations should not be used When asking for dates as part of the form consider providing an estimated flag or selecting a year only Examples include operations dates of treatments dates commenced medications The display of numbers should be consistent e Temperature BSL to one decimal point ie 37 1 e Pulse BP Peak Flow to a whole number ie 88 120 80 e Others ie number of children number of admissions to be a whole number ie 2 General Forms Guidelines Clear response areas e Use of colour grey scaling e Linear completion e Clear purpose for the form e Clear who should complete the form ie RN Doctor e Any prerequisites clear upfront ie to complete the form you need X e Are there adequate instructions is it clear were to get help e Sufficient space for written responses e Does the form check logic of responses e Are unnecessary questions skipped based on answers e ls the user prompted to enter required data e ls data entered into expanded fields displayed in the print out e Option to save and continue later e On long forms is it clear where the user is up to and how many questions are left 28 Page Forms Builder
13. assessments for use in the client record should have the hidden field patient_id The Generic Code button allows for the selection of items from any of the existing Generic Codes These are the drop down lists that appear through CareRight Examples would be title religion etc The assessment system allows calculations to be performed based on the answers to the questions contained in the assessment Calculations do not display the value you may use a Dynamic Text field to display the data when editing the form on client record Read Only Yes used for fields imported from patient record or other assessments that you don t wish the user to alter Show in reports Yes the default option change to No if the item is not required for reports On change allows advanced users to add code Size enter a number for preferred size Show in reports Yes the default option change to No if the item is not required for reports Format Any Number Integer Date Time Timestamp See Adding a Generic Code for a guide on its use Report parameter values Forms Builder 2012 Element options Radio Group 11 Page The radio group element displays a set of mutually exclusive options and allows the user to choose only one of them Each option can have a value applied if required which can then be used to calculate results The select element enables the setup of a list of mutually
14. edications Diet Diagnosis Problems Procedures Insurance Insertion of any of these items provide access to the active grids so items can be added to the client record via the assessment Once an assessment has been Submitted these items become read only in the assessment ensuring they correctly reflect the client s status at the date and time of the assessment Insertion of this item enables the Name name given to the field by Client Picker user to select any client in the user database to display on the assessment or form It uses the Position position number in the same search functions as list of elements elsewhere in the application Title Enter the field title to be displayed Required Yes makes the field mandatory for user to complete when editing the form on client record Read Only Yes used for fields imported from patient record or other assessments that you don t wish the user to alter Show in reports Yes the default option change to No if the item is not required for 13 Page Forms Builder 2012 Element options Picker Staff Picker 14 Page Inserting this item enables the user to select any location within the organisation to add to a form The search feature works the same as elsewhere in the application Adding this item to an assessment or form enables the user to select a staff member of provider from the system eg Doctor The search function work
15. ent Class place death Position Problems Needs Provider Rate Type Public Holidays Public Private Insurance Reaction Reason Clinical Notes Reason Plan Conflict Reason Variance Referral Source Referral Type Religion Results Role Roster Shift Types 331Page Forms Builder 2012 3 Back in the forms builder click on the generic code element to display its properties Back Preview Export Check A EAS lt JA aay a A fs Assessment Details Feuer ean 593 hidden_field patient_id Position 2 UTE 3 Xx group Table Religion Required No HS ob Static_text Read Only No show in reports Yes E3 group On change click to edit B3 oh group ES x group a ES group 3 x group a table table_69964140 copy BA label HS generic_code religion Ss Table this should be the name of the generic code list as it appears in CareRight E g Religion Read Only If you want the person filling out the form to be able to change the value that appears in the generic code list then leave this as No If they change the value when the form is approved this will write back into the clinical record for the patient If Read Only Yes then the value will display and the person completing the form will not be able to change it 34 Page Forms Builder 2012 Advanced code form compiler For advanced users of the forms builder we now have a tool that allows you to write the
16. exclusive options and allows the user to choose one of them Name name given to the field by user Position position number in the list of elements Title Enter the field title to be displayed Required Yes makes the field mandatory for user to complete when editing the form on client record Read Only Yes used for fields imported from patient record or other assessments that you don t wish the user to alter Show in reports Yes the default option change to No if the item is not required for reports On change allows advanced users to add code Name name given to the field by user Position position number in the list of elements Title Enter the field title to be displayed Required Yes makes the field mandatory for user to complete when editing the form on client record Read Only Yes used for fields imported from patient record or other assessments that you don t wish the user to alter Show in reports Yes the default option change to No if the item is not required for Forms Builder 2012 Element options Check Box 12 Page The check_box element allows presents the user with a Tick the box on the assessment Check box lists allow multiple selections You need to add a new check box item for every check box required They are either true or false The suggest element allows the results of an assessment to be used to suggest new assessments o
17. h non bolded text Select lists e The Select list element creates drop down lists e All select lists should have a blank first item so there is NOT a default selection when the form is created 31 Page Forms Builder 2012 Education Highest level of education O Options Set up of select list with empty Title Select list with empty first option I Title first field Title new Forms with calculations e All questions that result in a calculation should be mandatory Date Picker Minimum size to allow for long month e g September is 16 Date Picker September 28 2010 Default size no entry in Size field Date Picker September 282010 32 Page Forms Builder 2012 Adding a Generic Code to a form The forms builder allows you to display the value from a generic code list The guide below shows you how to add the generic code list for Religion 1 In the edit view of the form you want to add the generic code list to Drag the Generic Code element into the builder window vel 924647 SITET VENOM 3 generic_code hd RELIGION 2 Next open a new web browser tab and navigate to Admin gt Generic Codes You now need to scroll through the screens to find the generic code for Religion You need to know the name of the generic code as it appears in the system Makea note of the name Generic Tables Description Occupation Pati
18. i_calculation For whole number results e g 25 use the following code fixed weight height height O For a specific number of decimal places replace the 0 with the number e g 25 45 use the following code fixed weight height height 2 The fixed function formats the string to a certain number of decimal places bmi_display Use the following code to display the BMI BMI bmi_calculation 24 1Page Forms Builder 2012 Client field names list Use the field name generic code and or data type to import client details into forms For example naming a field first_name will pre populate the field with the patient s first name If this is changed in the form on approval the changes will be saved to the clinical record To prevent changes set the parameter Read Only to yes Name birth birth country birth order cim_imported cim_person_id cim_resident_id cim_updated civil duties community_recipient_id confidential birth confirmation crn current_charges date stamp death death_indicator delivery dva dvacolour ethnicity eye colour facility_code first_name gender gestation hair_colour healthcare _card_ expiry healthcare_card number height id indigenous_ status language last_name Imo marital status medicare 25 Page Data Type datetime string integer datetime integer integer datetime boolean string boolean boolean string text datetime datetime boo
19. lean string string string string string string string string float string datetime string decimal integer string string string integer string string Country Dlvry Mthd DVA Colour Ethnic Ori Eye Colour Gender Hair Clr indigstat Language Marital St Generic Code Table Assessment Element date_picker generic_code checkbox or yes_no text_field checkbox or yes_no checkbox or yes_no text_field text_area date_picker checkbox or yes_no generic_code text_field generic_code generic_code generic_code location_ picker text_field generic_code text_field generic_code date_picker text_field text_field generic_code generic_code text_field Sstaff_ picker generic_code text_field Forms Builder 2012 Name medicare expiry medicare_irn medicare_ref middle name mobile_phone mother_id mrn multiple birth nationality next_court_date nok_patient_relationid occupation parole date pension pension_ expiry pension number pension_ status picture_id place_of_death primary_condition release _date_edd release _date_eed religion religious visits require_interpreter residential_ recipient_id review_by review_date second_ language title user_contact weight Data Type datetime integer integer string string integer string boolean string datetime integer string datetime string datetime string string integer string integer datetime datetime string boolean boolea
20. ly please discuss with Clintel Systems before using this item The table element enables See also design suggestions later elements on forms to group fields in this manual into tables Elements within a table element display in rows and columns Within a table each group forms a row Any elements within that group form a column Show_ if elements within a table form another row unless they are already also within a group The image upload button enables the user to upload a jpg image to an assessment e g an image of a wound The import_data element allows data entered on previous assessments to be copied into the current assessment The values will be copied from the most recently performed instance of the chosen assessment The Assessment code field contains the assessment name to copy values from and optionally Forms Builder 2012 Element options Journal Log Prerequisite 16 Page the Assessment version field contains the minimum assessment version If the Assessment version field is not specified then any approved assessment will be used Each field to be imported must be defined here with the name of the Source field and the Destination field NB They can have the same name The destination field should be the same element type as the source field e g if source is yes no the destination should be Yes No The Journal log enables you to specify what assessment details
21. n string integer datetime string string integer decimal current_location_description String 26 Page Generic Code Table Assessment Nation Occupation Benefit molpentype PlaceDeath Religion Language Title Element date_picker text_field text_field text_field text_field patient_picker text_field checkbox or yes_no generic_code date_picker generic_code date_picker generic_code date_picker text_field generic_code generic_code date_picker date_picker generic_code checkbox or yes_no checkbox or yes_no text_field Staff_ picker date_picker generic_code generic_code Staff_ picker text_field text_field Forms Builder 2012 Enabling an Assessment For an assessment to appear in the list it needs to be Published and Enabled 1 Log into CareRight 2 Click Dashboard 3 Click Forms 4 Search forthe name or code of the assessment 5 Click Publish 6 Then click Enable Ensure any old versions of the form are disabled and archived see the next section Updating an existing assessment To update an existing assessment you need to create a copy of it and work on that The version number will be incremented automatically when you create a copy Log into CareRight Click Dashboard Click Forms Search for the name or code of the assessment Click Copy to create a new version of the assessment Edit the new version making the required changes Whilst editing use Check and Previe
22. name expression contains an expression that is evaluated whenever the form is saved If the expression results in a non null and non empty string this value is used as the name for the assessment in the grid otherwise the default form name is displayed The Number of clones field contains an expression that is evaluated whenever the form is approved The value returned is used as the number of clones to create The Sequence Target field contains an optional name of a field in the cloned assessment instances that will contain the clone number It should be a numeric or integer field Forms Builder 2012 Cloning a form and renaming it The following fields need to be present in the form to allow cloning and then renaming based on the clone number element name Other settings Clone_number Hidden Format integer Hidden field to field contain the clone number Number _of_clones Text_field Format Integer Number of clones to make of the form Clone form EE Number of Clones Code to do the if not hasvalue clone_number cloning Clone_form number_of_clones 0 Sequence Target Clone_number Form_name A Form name expression Code to rename if hasvalue clone_number the form Form_name Referral Form Session String clone_number Referral Form Initial Allocation 18 Page Forms Builder 2012 Read Only fields by default The following elements now have a flag to set as Read Only
23. ntroduction The forms builder enables the conversion of forms and assessment tools into electronic format Electronic forms can have added features such as e automatic calculations e Suggest further assessments e Suggest care plan items and populate them with data e Show certain questions based on specific answers branching logic Forms can be used for client assessments location forms and staff forms Forms can be used to gather additional data items for Minimum Data Sets The Forms Page Code of the assessment Title of the Assessment Version number of the assessment Category You can assign categories to assessments for easy sorting Assessment categories are set up in Generic Codes Denotes where the assessment is used eg patient location or Staff Disabled Status of the assessment if Disabled the Disabled flag displays Date of assessment creation Updated Date assessment last updated Actions Links Links to actions Edit Destroy only on unpublished forms Enable Disable Export Copy Publish only on unpublished forms Archive moves an assessment to the Archive View Filter Type a key word for the assessment you are looking for a click the apply button to filter for particular assessment s Archived Link to the list of archived assessments Archived assessments can be restored to the current view 3 Page Forms Builder 2012 New Assessment Click to commence building a new assessment Import
24. r plan items A condition must be set which triggers the system to add the required assessment s or care plan s This will fire on approval Use commas to add multiple assessments or care plans The resulting assessment or care plan appears under the reports On change allows advanced users to add code Name name given to the field by user Position position number in the list of elements Description Enter the field title to be displayed Required Yes makes the field mandatory for user to complete when editing the form on client record Read Only Yes used for fields imported from patient record or other assessments that you don t wish the user to alter Show in reports Yes the default option change to No if the item is not required for reports On change allows advanced users to add code Condition Set the condition for which the Assessment or Care Plan is suggested Assessment enter the code of the suggested assessment latest version is used OR Plan item enter the code of the suggested care plan Extra care plan text use the same format as Dynamic text to place key information into the care plan Forms Builder 2012 Element options suggested tab a Inserting this item allows the user Client Detail to automate insertion of clinical Patient address also asks user to details including select which address Address Alerts Allergies Immunisations M
25. rformed in a calculation Operator Meaning Addition Subtraction Multiplication Division Calculations may also contain parenthesis to alter the order in which the expression is evaluated For example field1 field2 27 The calculation system can also be used to make decisions These are done using comparison operators Operator Meaning Equal to lt gt Does not equal lt Less than lt Less than or equal to gt Greater than Greater than or equal to both conditions are true and For example gender M and age gt 50 either condition is true or For example gender M or age lt 50 and age gt 90 21 Page Forms Builder 2012 Simple numeric calculations can be performed using the basic arithmetic operators above however sometimes they are not enough That is why the system also includes a set of built in functions that augment the abilities of the calculation system These functions are as follows Function Description Returns one of two values depending on the value of the first if Example if field1 10 it was ten not ten Converts the value of a given field into a number regardless of weather it is number defined to contain numbers If the field does not contain a valid number it returns 0 Decode can be used transform one value into another For example decode decode field1 a 1 b 2 c 3 This will transform the value of field1 such that if it
26. s the same as elsewhere in the application The filter can restrict the list of staff in the list based on Staff Type on display reports On change allows advanced users to add code Name name given to the field by user Position position number in the list of elements Title Enter the field title to be displayed Required Yes makes the field mandatory for user to complete when editing the form on client record Read Only Yes used for fields imported from patient record or other assessments that you don t wish the user to alter Show in reports Yes the default option change to No if the item is not required for reports On change allows advanced users to add code Name name given to the field by user Position position number in the list of elements Title Enter the field title to be displayed Required Yes makes the field mandatory for user to complete when editing the form on client record Read Only Yes used for fields imported from patient record or other assessments that you don t wish the user to alter Forms Builder 2012 Element options Import data 15 Page Show in reports Yes the default option change to No if the item is not required for reports On change allows advanced users to add code This element is for advanced users only please discuss with Clintel Systems before using this item This element is for advanced users on
27. ssment This is useful for things such as comments and notes Any type of data may any be entered into the field Only whole numbers integer 6 may be entered Any number may be number entered On change allows advanced users to add code Name name given to the field by user Position position number in the list of elements Title Enter the field title to be displayed Columns enter the number of columns for the field to accept this adjusts the width of the text area Rows enter the number of rows for the field to accept this adjusts the depth of the text area Required Yes makes the field mandatory for user to complete when editing the form on client record Read Only Yes used for fields imported from patient record or other assessments that you don t wish the user to alter Show in reports Yes the default option change to No if the item is not required for reports On change allows advanced users to add code Lad The image element allows an Image 8 lPage Forms Builder 2012 Element options Date picker 9 Page image to be embedded into an assessment The image can either be referenced via an URL or uploaded directly into the system Unless you control the server where the images are stored it is not recommended to use the URL property The yes_no element displays a pair of radio buttons pre configured to answer Yes or No type questions
28. tralian Government forms Department of Innovation Industry Science and Research 2007 Form Design Standards 29 Page Forms Builder 2012 Browser Version Due to differences in display between IE and Mozilla forms created for a client must be TESTED in the browser that will be used Layout Forms elements are contained in groups which provide a boxed outline similar to a text box in Word 1 Each form should have minimum of one group 2 Use a group where a section or group of questions is defined on a paper form 3 Each group has a Static Text heading with the section title bolded using html tags lt b gt Bold lt b gt Static text element with bold heading Facility Code MNI JAID CRN 1100 k 3888888899 8886999777 Surname First name Middle name Anthony i Mark _ John Edmund August 05 1971 Black outline formed by group Text Forms have a consistent default text in both edit and view mode it is recommended not use html to change this Text fields Use where only limited text required Small default entry Medium 100 characters Large 180 no wider Text areas Standard width No wider than 150 columns Standard depth Average text area Default of no entry is suitable Large text area 5 rows Extra large 10 rows NB Text area s wrap text and add scroll bars in edit mode and display all entered text in View mode Tables Tables provide the abilit
29. w in the edit window to ensure the form changes look OK and don t cause any errors 8 When you have finished editing the new version of the assessment 1 Go back to the forms tab and search for the name or code of the form 2 Locate the new version of the form that you have just finished editing the update time will be the most recent in the list of results 3 Click Publish 4 Then click Enable ee a a Archiving old versions of an assessment We would advise disabling and archiving all existing versions of a form when adding an updated version Log into CareRight Click Dashboard Click Forms Search for the name or code of the assessment All old versions of the assessment need to be disabled 1 Search for the form for any that have a version number less than the current version number do the following 1 click disable 2 Then archive a ae E 27 Page Forms Builder 2012 Design Parameters This document is designed to provide a set of standards for building forms to ensure consistency and provide guidelines for those building forms Printing Forms include in the header on each page the following e Patient Resident Client details including Medical Record Number Surname First name Middle name DOB Location e Assessment title date and time performed and by who date and time approved and by who includes name title e Date and time printed and who printed These details do not need to be included
30. will not receive a message but the target fields will be blank Performing an Assessment where a pre requisite has not been defined 1 Create new assessment as normal 2 Ifthe source assessment has been completed a The fields that have been set to import will be populated with data from the source assessment 3 Ifthe source assessment has Not been completed a The user will be allowed to continue but the fields will not be populated with data b Depending on set up the field will either be read only and therefore blank c OR will be blank but available for editing 4 Complete and Approve assessment as usual Test Linked Assessment no pre req Required fields marked with Duration In this example the Drug Type fields are read only amp History of nel use therefore blank es O No assess_for_comm_ostp N A CO No Yes Last Consumed alcohol Past medical history 20 1Page Forms Builder 2012 Calculations The assessment builder is capable of performing complex calculations This can be use to calculate scores or to alter the visible questions all based on answers to the questions posed in the assessment The calculations that can be performed are similar to those that are possible in a spreadsheet but have been simplified for clarity Each element in an assessment has a name A calculation can use the values entered by the user into those fields by referencing the name The following operations can be pe
31. y to display fields horizontally across the screen but care needs to be taken that too many fields are not placed across the page causing spill over off the screen Consideration needs to be given to any show if elements that may also be part of the row In general for average size fields 3 4 columns is the maximum that will reasonably fit on an average screen If questions or field headings are particularly long reduce the number of columns accordingly 30 Page Forms Builder 2012 Highly Structured Tables BASELINE OBS First 4 weeks after commencement Week Blood Pressure Pulse Respiration Temperature Staff 1stvVeek Any staff wt pa 2nd eek Any staff w pa ard Week anstat M 4th Week Any staff S 8 Row 1 Labels for the columns below Row 2 Label then text fields without Titles E K ob group X static tet a B table table 627556618 a E X group 53 3 Jabel 3 label 53 3 Jabel 53 3 Jabel 5 3 label 3 label E Ee A group 53 3 Jabel BAI textfield bpi 3 textfield pulse11 4 textfield resps_11 I textfield ternp_11 Ey a Staff_picker staf_11 Show if warnings or other instructional text A consistent approach to user prompts or warnings is required All warnings should be a static text element but text not bolded Indigenous Australian status Not Stated Unknown at Create a chronic health care plan and offer the patient access to the Indigenous Liaison Officer Static text element wit
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