User Forms Setup

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You can create your own user forms or screens, and incorporate them as part of your notes or treatment plans. Let's say that you need a section for your progress note to document Activities of Daily Living. You can create a form or screen with text fields, drop-down pick lists, date and numeric fields to capture the information for this section. To add a User Form requires the Administrative logon.

Select User Forms from the Setup menu.

1.	Click New to create a new User Form.

2.	Enter the Name of the form or screen (e.g. Activities of Daily Living) in the Form Name field. When you tab to the next field, a table name is assigned based on the form name. The table name is used to create a database table to store information entered when using this form.

Next, create fields for this section. You can create up to 50 fields per User Form.

a) Click New to create a new field.

b) Enter a field caption or label (e.g. Walking). When you tab from this field, a field name for the database table is assigned based on the caption you used.

c) Select from one of the following field types:

•	Single line text - used for short text entries that do not wrap, optimally up to about 50 or so characters

•	Multi line text - used for longer text fields that wrap and can be unlimited

•	Drop-down combo (non-editable) - used for a drop-down combo list where you must select from the list

•	Drop-down combo (editable) - used for a drop-down combo list that you can pick from or type to enter an item not on the list

•	Date field

•	Time field

•	Numeric field - integer or whole number

•	Numeric field - real - used when you need to enter a number with decimal point

•	Numeric field - currency

d) Enter a field size for text or drop-down fields. The size can either be from 1 to 255. For multi-line text fields where you need unlimited text capacity, enter a 0 (zero) for field size.

Click the Suggest button to type an example of the text that is expected to be used in the field. QuicDoc will provide a running count and calculate the number of characters for you.

e) If you used a numeric field, check "0 is Valid" if 0 is a valid value. For example, if used for age, 0 would not be a valid value; but if used for Co-pay amount it could be. The field size is not required.

f) If you use a drop-down, you can create a pick-list by entering items and clicking Add. To Edit an item, double-click it from the list, modify it and click Edit. To Remove an item, select it and click Remove.

After you have added the fields you need, click OK to save the form.

Use the Up and Down buttons to reposition the order of the fields if necessary.

Edit a User Form

To edit a User Form, go to User Forms from the Setup menu. Select the form you want to change and click Modify.

You can make the following changes to a form which has been created:

•	Change the form name

•	Add new fields

•	Change the label or caption of a field

•	Change a single line to a multi line text or visa versa. Change a text to a drop-down or visa versa.

NOTE: You cannot change a date or time field to a text or numeric field type, a numeric or date/time to a text type, a date/time to a numeric, or a numeric to a date time.

•	Delete a field only if there is no data associated with it.

•	Add pick-list items for a drop-down list.

•	Increase the field size of a text or drop-down field.

NOTE: You cannot decrease the size once saved.

Delete a User Form

You can delete a User Form provided there is no associated data.

Select User Forms from the Setup menu. Select the form you want to delete, and click Remove.

NOTE: You cannot delete a form that has been used and added to or associated with a note.

Add a User Form to a Note

To add your form to an Intake, Progress, or Discharge Note, go to the Setup menu and select Documentation Setup.