Configure Metadata: Manage Forms

The Manage Forms app under Configure Metadata allows you to add forms to the blue navigation box on the patient summary dashboard and the header of the visits dashboard.

Prerequisites:
1) Create your implementation's custom concepts and a form using the HTML Form Entry Module (System Administration>Advanced Administration>HTML Form Entry>Manage HTML Forms) or the XForms Module. Note: If using the HTML Form Entry module, you have the choice of structuring your form with the Standard User Interface or Simple Form User Interface. The Standard UI displays all fields on one page. The Simple Form UI displays one question at a time.
2) Publish your form 

Steps:

Click Configure Metadata>Manage Forms

• You will see a display of all forms in the system (We created the form titled "Demo Form" for this tutorial)
  (Note that some built-in forms cannot be modified.)
   
  
• Notice that the Demo Form has not been added to the User Interface (UI).
  Click "Add" and you will see the following screen
  
  Configuration Options
  
  • UI Location
    • Patient Dashboard - General Actions
      This displays under the General Actions heading of the blue navigation box in the patient summary
    • Patient Dashboard - Current Visit Actions
      This displays the link to the form under the Current Visit Actions of the blue navigation box in the patient summary and the header of the visits dashboard
  • Display Style
    • Standard
      This displays all form fields at once
    • Simple
      This displays the form one question at a time 
  • Label Text or Message Code
    This is the text that will display in the UI Location
  • Icon
    This is the icon that will display next to the text. See the Style Guide for a list of available icons
  • Privilege Required
    Choose the privilege that's required to access the form. This is optional.
  • Order
    This is the order in which the link will display. The default is 15 so it displays at the end. Choose 1 to display it first
  • Show if
    This is advanced logic that allows you to display the link in a particular instance. Unfortunately, this isn't yet well documented
• Click "Save" and you will return to the Manage Forms app with a new line in the UI section of your form.
  
  You can click the pencil or x to edit or delete the UI link that you created.
• Go and find a patient with an active visit. 
  
  You will now see the link to the form in the patient summary
  
  If you chose to display it under "Current Visit Actions" you will also see it in the header of the visits page