Set Up Form Manager

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Overview

Form Manager is used for the:

• Creation of charts and chart structures
• Setup of standard Release Forms
• Review of all forms in the Form Library
• Creation of simple (text / signature) Custom Forms
• Setup of Medication Administration Records (MARs)

Add and Remove a Section

1. Go to Administration → Form Manager.
2. Select the Program (Left side).
3. Click Set Active to create the first active chart structure.
   • If there is already an active chart structure, skip step 3.
4. Click (Design) to assign the desired forms to the chart structure.
   
   
    
5. Click Add Section to create a section for forms to be assigned to.
   • It is common to have multiple sections to group forms by type, such Progress Notes, Consents, Assessments.
   • Select a section that has already been created from the list.
   • Click New to create a new section.
     1. Enter a Section name.
     2. Select a color for the Section.
     3. Click Save to add the Section to the Section List.
     The added section appears in the Current Chart Structure after you select or create a section.

          

        Exit the Section List Screen to begin assigning your forms to the section.

        

        Click OK to confirm you want to remove the section.

        

        

Add Forms to a Section

1. Search for forms in the Forms List and drag and drop them into the correct program in Current Chart Structure.
   
   
   
   A. Note: Select a form in the Current Chart Structure and click Remove Item to remove it from the section.
   
   
   
   Click OK to confirm the removal of the form.
   
   
    
2. .Click Save to changes in the Chart Structure Designer.
   • Note: this DOES NOT apply your changes to the active chart structure.
3. Click Set Active to save your changes and apply your changes to the active chart structure.
   
   
    

   NOTE: In Form Manager there is an additional Chart Structure every time you click Set Active.

   

Refer to the Form Manager Guide for additional details on Copying Chart Structures, Setup Release (Consents), Custom Forms, the Forms List, and Set up MAR.