What would you like to do?
1.From the calendar screen, click Settings > System Settings.
2.Click Notes and Data Forms tab > Data Forms button.
3.Click the Edit icon on the menu bar.
4.Use the list screen to rename, activate/deactivate, and reorder data forms. (Note: Predefined data forms cannot be renamed.)
oIf desired, enter a category name. (Note: When users add data forms to notes, they will be able to hover over categories to see the data forms in that set.)
oIf the data form will be used on the web component, enter the form title that will be displayed on the web component.
oUse the pull down menu to choose whether printed data forms will have a full page header, title only, or no header. (Note: The full header includes the report heading from the Reports tab, client name and ID, name of user preparing the note, date of note, and note type.)
oTo turn off printing headers and dividers contained in the data form, click the check box in the Print Headers column.
oTo print only selected answers for multiple choice and check box question types, click the Alternate Format check box.
oIf you are using the data form with the web component, click the check box to use short text if desired.
5.Click Save.
6.Click Exit.
If you need two data forms that are substantially similar, it may be less labor intensive to copy and edit an existing data form than to create one from scratch. To add or delete items on a data form that has already been used, you should copy the data form, make edits to the new data form, and deactivate the original. To copy a data form:
1.From the calendar screen, click Settings > System Settings.
2.Click Notes and Data Forms tab > Data Forms button.
3.Click the data form to be copied.
4.Click the Export icon on the menu bar.
5.Use the Windows interface to save the data form to your desktop.
6.Click the Import icon on the menu bar.
7.Navigate to select the data form that you just saved, and click Open.
8.Click OK on the information message.
9.Click in the Data Form Name field to rename the form.
10. If desired, edit the data form behaviors.
11. Edit the data form elements.
(Note: If making a new form that will be displayed on the web component, remember to remove the old form and add the new one to the web component menu.)
You should not add or reorder questions on forms that have already been used because forms previously completed in client files will be changed. Instead create a copy of the data form and edit the copy. Elements on predefined forms cannot be edited. They can only be set as active or inactive.
1.From the calendar screen, click Settings > System Settings.
2.Click Notes and Data Forms tab > Data Forms button.
3.Click the Design Form button for the desired data form.
4.Click the Edit icon on the menu bar.
5.Click the check boxes to activate or deactivate data form elements.
6.Click the check boxes to activate or deactivate data form elements displayed when the data form is displayed on the web component. (Note: An element for "office use only" may be inactive on the web component and active on the form.)
7.Click on the desired data form element on the Listing tab.
8.If desired, click the Delete icon on the menu bar. (Note: If the element has already been used on a completed data form, it cannot be deleted. Deactivate the element to ensure that it is not used in the future.)
9.If desired, click on an element and click copy to make a copy of the element with COPY OF: in the text of questions or headers.
10. To reorder elements, click in the gray squares to the left of elements and drag them to new positions.
11. Click on the element tabs to make changes to questions, headings or dividers. (Note: Details about these options are explained here.)
12. When finished, click Save.
13. Click Exit.
