Form Creation - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Patient Window

Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

Depending on your system's setup, you may be able to create clinical forms and add them to the current patient record.

Note:

If the patient record is currently filtered, the applied filters are removed automatically when a new form is created and displayed.

To add a form to the record:

  1. Click the Create Form button in the document list toolbar.
  2. Select a form from the drop-down list in the Create Form dialog box.
  3. If prompted, select the chart to add the form to, and click OK.

    To return to the Create Form dialog box without selecting a chart, click Close.

    This prompt is displayed only if the form is configured for chart attachment. If this prompt is not displayed, then the form will be attached to the patient record without being associated with a specific chart.

  4. Click Create to create the form. The new form is displayed in the document viewer.
  5. Complete or update the form as needed.
  6. Click the Submit or Save button on the form to save your changes.