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SMART Forms Workbook.book Monday, October 26, 2015 11:44 AM

Wolf® EMR SMART FormsCourse workbook

Wolf EMR v2015.1.7

Issue 01.02

SMART Forms Workbook.book Monday, October 26, 2015 11:44 AM

Revised October 23, 2015.

Wolf EMR EMR software and related products and services are owned by TELUS. Wolf EMR EMR and TELUS Health™ are trademarks of TELUS.

The patients, practitioners, and circumstances depicted within this manual are fictitious. Any resemblance of any sample data or screenshots to any actual person, whether living or dead, is purely coincidental and unintentional.

Table of Contents

SMART Forms Workbook.book Page i Monday, October 26, 2015 11:44 AM

Table of Contents

Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1About this workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

Icons used in this workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1Topics covered in this workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Getting help with Wolf EMR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Introduction to SMART Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Creating order sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Introduction to this module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

What is an order set? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5Creating a basic order set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Practise: Creating an order set. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Creating SMART forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Introduction to this module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Configuring Microsoft Word for SMART forms development . . . . . . . . . . . . . . . . . . . .11Creating SMART forms for letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Adding bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12Practise: Creating a letter SMART form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Creating SMART forms for requisition forms and other entry forms (fill-in only forms) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Using tables to format SMART forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15Adding static elements to a SMART form . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17Adding user interface elements to a SMART form . . . . . . . . . . . . . . . . . . . . . . .18Restricting a SMART form to be fill-in only . . . . . . . . . . . . . . . . . . . . . . . . . . . .20Practise: Creating a requisition SMART form. . . . . . . . . . . . . . . . . . . . . . . . . . .21

Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Modifying SMART forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Introduction to this module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Modifying SMART forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Wolf EMR SMART Forms - Issue 01.02 i

Table of Contents

SMART Forms Workbook.book Page ii Monday, October 26, 2015 11:44 AM

Combining multiple forms into one order set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

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SMART Forms Workbook.book Page 1 Monday, October 26, 2015 11:44 AM

Introduction

About this workbook This workbook describes how to create and modify Wolf EMR SMART forms. Each module is broken into sections based on specific tasks you can perform.

Use this workbook as a reference. It consists of various learning components to help you explore the feature: demonstrations, discussions, hands-on practice, realistic workflow scenario training, and evaluation exercises.

Icons used in this workbookPlease familiarize yourself with the following training icons:

Content Icon Meaning Activity Icon Meaning

Tip to make your navigation in the system easier

Instructor demonstration to allow you to see certain functions performed on the system

Note to indicate that the following content needs extra attention

Discussion with your instructor and other learners

Best Practice to follow to ensure you work as efficiently as possible and achieve desired outcomes

Activity or scenario to allow you to practise and apply your learning

Evaluation to help validate your understanding

Wolf EMR SMART Forms - Issue 01.02 1

Introduction


Each module is followed by an evaluation. You will be given time to find the information. All questions will be taken up by the instructor to validate your understanding of the module’s material.

Topics covered in this workbookThis workbook is divided into three modules.

Getting help with Wolf EMRThere is an abundant amount of information that you will be trained on and there are advanced functions that are not covered in this workbook. Please pay careful attention to your instructor and use this workbook to help you follow along and refer back to. The support does not stop here!

Wolf EMR has online Help. To browse or search the online Help, from the Wolf EMR Launch

page, click the Help ( ) icon.

The Wolf EMR Community Portal provides an extensive amount of learning resources, including articles, user guides, training videos, and collaborative forums.

If you want to arrange further training, contact the Client Care Team at 1-866-879-9653 (Option 4) or via e-mail at [email protected], or Create a Case on the Cases page in the Wolf EMR Community Portal.

Introduction to SMART FormsSMART forms are Microsoft Word-based form and letter templates. You can use SMART forms to create electronic versions of standard forms, such as lab requisitions and government forms, which you can open and fill out in Wolf EMR. You can also use SMART forms as letter templates for consult letters and referral letters. Using SMART forms, you can:

Pre-populate select patient demographic and other medical information from the EMR into an electronic version of a form or letter.

Input data into designated text fields and check boxes.

Module # Title

1 Creating order sets

2 Creating SMART forms

3 Modifying SMART forms

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https://telushealthcommunity.force.com/wolfcommunity


Introduction


Wolf EMR contains SMART forms for the most common provincial and regional requisition forms. SMART forms are stored in the Wolf EMR data center, and are available to all Wolf EMR clients. If the Wolf development team creates a SMART form for other clinics in your region, the form is automatically available to you from your SMART forms list.

Using Microsoft Word, you can modify SMART forms provided by TELUS Health. SMART forms you modify are available only to your clinic, and cannot be deleted or updated by TELUS Health.

If you have other form needs, in this course you learn how to build the forms yourself in Microsoft Word. If a form is complex, and you need help, you can hire TELUS Health technical staff to build forms for you. For more information, contact the Wolf EMR support team.


Introduction



Module: 1


Creating order sets

Introduction to this module

PurposeThis module introduces you to order sets. You explore clinical situations where order sets can be beneficial, and learn how to create your own order sets.

ObjectivesUpon completion of this module, you will be able to:

Describe what an order set is

Create a basic order set

Identify the location of the Wolf Master Templates Directory folder, and the location of your User Templates folder.

What is an order set?If you fill out certain requisition forms with similar information for specific groups of patients (for example, you select the same core lab tests for most diabetic patients), you can create customized copies of these SMART forms with check boxes and text fields pre-populated.

Customized, pre-filled versions of SMART forms are called Order Sets.


Creating order sets


Order sets display as "house forms" ( ) in your list of SMART Forms. House forms include all SMART forms that have been created or modified by your clinic.

When you use an order set for a patient, you can edit the pre-populated data as needed before you print and save the form.

Order sets and other house forms are not maintained or updated by TELUS Health.


Creating order sets


Creating a basic order setYou create an order set by copying the SMART form’s Microsoft Word 97-2003 Template file from the Wolf Master Templates Directory, and then pasting the template in your User Templates folder with a new name.

From the User Template folder, open the form (right-click and select Open), fill in the form with the default information you want, and then save the form. The order set is now available to use in Wolf EMR.

Copying template files from the Wolf Master Templates Directory folder

To open the Wolf Master Templates Directory folder:

On your data center desktop, click the Start menu, and then click Computer. In Windows Explorer, click Local Disk (C:) > Program Files (x86) > Wolf > Wolf Lair > Data > Templates

To copy the file, right-click the file name, and then click Copy (<Ctrl><C>).

There are four file types for each form. Ensure that you copy the Microsoft Word 97-2003 Template file.

Pasting template files to your User Template folder

To open your User Template folder:

On your data center desktop, click the Start menu, and then click Computer. In Windows Explorer, click W: > Wolfdata > Templates

To paste the file, right-click the folder window, and then click Paste (<Ctrl><V>).

Save all order set SMART forms in the Order sets folder.

If an Order sets folder is not available, create a new Order sets folder.


Creating order sets


Practise: Creating an order set

1. Open the Wolf Master Forms Directory folder.

2. Open your User Templates folder.

3. In the Wolf Master Directly folder, find and copy the SMART form’s Microsoft Word 97-2003 Template file.

4. Go to your User Templates folder, and open the Order sets folder. If an Order sets folder is not available, create the folder.

5. In the Order sets folder, paste the copied SMART form template file.

6. Rename the SMART form template file.

7. Open the renamed SMART form (right-click > Open).

8. Fill-in the SMART form with the default information you want.

9. Click Save ( ).

Tips for creating order sets

Naming order sets: Use a name that describes the purpose of the order set (for example, “Male Diabetic over 50 Lab req”), also if only one user will be using the order set, consider including the user’s initials in the name.

To open and edit the Word template, right-click the file, and then click Open. Avoid double-clicking the file to open it, or the changes you make will not be saved.

You can create as many order sets as you want for one SMART form.

If you just created an order set and it is not available on your SMART forms list, close the Workdesk and re-open it.

You can make an order set into SMART form favourite.


Creating order sets


Evaluation

1. Why is it important that you rename order sets?

2. For your standard lab requisition, you create an order set to use for female physicals. When TELUS Health later updates the lab requisition with an updated version, is the order set updated too?

3. When you create an order set, can you:

a) Modify the form itself? (For example, if you want to update the company contact information)

b) Modify what data is pulled from the EMR into the form? (For example, if you want a patient’s consultant MD information to pull instead of the patient’s family MD)

4. You create a number of order sets that only you will be using. How can you make your personal order sets easy to find and identify when you want to use them?

End of Module

Please complete the following questions.


Creating order sets



Module: 2


Creating SMART forms


PurposeThis module describes how to create SMART forms for letter templates and fill-in forms.


1. Create a SMART form for a letter

2. Program a SMART form to pull data from the EMR using bookmarks

3. Create a SMART form for a requisition form

4. Add user interface elements, such as check boxes and text fields, to SMART forms.

5. Restrict a SMART form to be fill-in only

Configuring Microsoft Word for SMART forms development Before you create a SMART form, in Microsoft Word, you must activate the Developer tab, and enable bookmarks.

To activate the Developer tab, click File > Options > Customized Ribbon, and then in the Main Tabs area, select the Developer check box.

To enable bookmarks, click File > Options > Advanced, and then in the Show document content area, select the Show bookmarks check box.

The Developer tab enables you to:

Add user interface items, including check boxes, text fields, and drop-down lists

Add editing restrictions

Wolf EMR SMART forms - Issue 01.02 11



Creating SMART forms for letters You can create letter SMART forms to use as templates for consult letters, referral letters, or other types of letters. Simply write a letter in Microsoft Word (using the various Microsoft Word tools to format your letter), and then save the Microsoft Word document in your User Template folder as a Word 97-2003 Template file.

Adding bookmarksYou can use bookmarks to program a SMART form to populate patient, clinic, practitioner, and addressee data automatically.

To add a bookmark:

1. Open Wolf online help, and then search for and select the “Bookmark” help topic.

2. In the Bookmark topic, find the bookmark name corresponding to the information you want to pull.

3. In the Word document, place your cursor where you want the bookmark, and then click Insert > Bookmark. Copy and paste the Wolf bookmark name. Word inserts a character

( ) where the bookmark is inserted.

Your User Template folder is located in the following location on the data center:

W: > Wolfdata > Templates

Save all letter SMART forms in the Letter folder. If a letter folder is not available, create a folder called Letter.

12 Wolf EMR SMART forms - Issue 01.02



Tips for creating a letter SMART form

If you want your letterhead to display on all pages of the letter, click Insert > Header & Footer > Header, otherwise, enter your letterhead on the first page in the regular editing area.

If you want to insert the date that the letter is used, click Insert > Quick parts > Fields > Create Date.

If you want to see what a particular bookmark is, place your cursor to the

right of the , and then click Insert > Bookmark.

If you want some letter content to display in columns (for example, for patient information to display in a more compact manner in the Re line), enter the content in a table, and then hide the borders.

To insert an MD’s electronic signature, insert the MDSignature bookmark.

For additional information on how to use tools in Microsoft Word to format your letter, you can ask a question and get help using Microsoft Word

Help ( ).

Leave letter SMART forms unrestricted (avoid setting them to be fill-in only). This enables users to add or modify text in all areas of the letter.

If you want to set a SMART form to be your clinc’s default referral letter template, name the SMART form Consult letter.




Practise: Creating a letter SMART formRe-create the following letter as a SMART form. Using bookmarks, program the information displayed in blue to populate automatically:




Creating SMART forms for requisition forms and other entry forms (fill-in only forms)

You can create fill-in only SMART forms, where users can input information only in designated text fields, check boxes, and drop-down lists. Users cannot edit the content of the form itself. Fill-in only SMART forms are most often created for electronic versions of standard forms (such as requisition forms and government forms).

To create a fill-in only form, build the form in Microsoft Word (using the various Microsoft Word form tools available), and then save the Microsoft Word document in your User Template folder as a Word 97-2003 Template file.

Using bookmarks, you can program fill-in only forms to automatically populate data, removing the drudgery of filling out forms manually. See “Adding bookmarks” on page 12. Users cannot edit information pulled in through bookmarks.

Using tables to format SMART formsMany forms contain a variety of data that is separated into various organized columns and rows. Using Microsoft Word, the easiest way to create these forms is to build content within tables.

Tables enable you to:

Line up groups of content

Scenario 1: Creating a letter SMART form

You are creating a letter SMART form to be used as your clinic’s referral letter template:

a) Under what Bookmark category can you find bookmarks to pull the consultant’s (addressee) name and contact information?

b) If you want to enable users to CC a practitioner on the letter, under what bookmark category can you find bookmarks to pull a CC’d practitioner’s name and contact information?

c) What name must you give the SMART form for it to become your clinic’s default referral letter SMART form template?

Your User Template folder is located in the following location on the data center:

W: > Wolfdata > Templates

Save all requisition SMART forms in the Requisition folder.




Line up individual items, such as check boxes

Force inputted data to stay within defined regions

You can hide table borders where you don't want table lines to display, or modify border properties to highlight specific areas. You can also split or merge table cells, and adjust individual cell widths.

To insert a table, click Insert > Table.




Adding static elements to a SMART formWhen you create a fill-in only form, any content you add, that is not a text field, check box, or drop-down list, cannot be edited by the user and is therefore considered to be a static element. Commonly used static elements include text, bookmarks, pictures, shapes, and digital signatures.

Tips for using tables to format a SMART form

If the form you are creating is wide, narrow the document margins. Click Page Layout > Margins > Narrow.

To center the table on the page, right-click the table, and then click Table Properties > Table > Center.

If you want to change a column width, click and drag the column border.

If you want to change a row height, click and drag the bottom border of the row.

To hide table borders, highlight the cells you want to modify, and then

right-click the highlighted area. Click Borders and Shading ( ).

To merge (combine) table cells, highlight the cells you want to merge, and

then right-click the highlighted area. Click Merge Cells ( ).

To split a table cell into one or more cells, right-click the cell, and then

click Split Cells ( ).

To add a row to the table, right-click the row above or below where you want the row to insert, and then click Insert > Insert Rows Above (or Insert Rows Below)

To prevent table columns from expanding when users enter data, turn off auto-sizing. Right-click the table, and then click Table Properties > Table > Options. Clear the Automatically resize to fit contents check box.

To maximize the amount of space you can use in a cell for content, narrow the cell margins. Right-click the table, and then click Table Properties > Table > Options. Decrease margin sizes in the Default cell margins area.




Adding user interface elements to a SMART formWhen you use a fill-in only form, you can enter data only in designated text fields, check boxes, and drop-down lists. These entry items are known as “user interface elements”.

Tips for adding static elements to a SMART form

Static text:

Use the Arial Narrow font with a size of 10pt or 11pt.

If, in the middle of a sentence, you want patient-specific or practitioner-specific data to pull automatically, insert a bookmark.

Pictures:

The image file must reside on the data center. You can copy and paste the picture file from your local computer to the data center.

The file size should be as small as possible. The size of your entire SMART form should not exceed 200kb.

To ensure that the picture quality is sufficient, test print the form.

For clinic logos and other non-photographic images, use .gif or .png files (avoid using .bmp files).

Electronic signatures:

To insert a practitioner’s electronic signature, use the MDSmallSignature bookmark.




To insert a user interface item, click the Developer tab, and then in the Controls area, click

Legacy Tools ( ). Use only tools that are available in the Legacy Forms area.

The following table describes the more commonly used Legacy Form items:

CAUTION: Do not select items in the ActiveX Controls area. You can use only Legacy Forms items for SMART forms.

Item Description Tips

Text Form Field

( )

Insert where you want users to manually enter text. Text fields display as grey areas on the form.

If users may enter a large amount of text, ensure the table cell containing the text field is large enough to accommodate the text.

Set the font to be different from the form font. This way it is easy to distinguish entered data. (Use bolded text with a Times New Roman font type and a point size of 10 or 11.)

To restrict what and how much data can be entered in a text field, right-click the text field, and then click Properties.

Check Box Form Field

( )

Insert where you want to present options from which a user can select.

If you want to resize the check box, or if you want the check-box to be selected by default, right-click the check box, and then click Properties.




Restricting a SMART form to be fill-in onlyA SMART form becomes “fill-in only” when you add editing restrictions to the form. If you later want to modify the base form, you must remove editing restrictions first.

To set a SMART form to be fill-in only:

1. Click the Developer tab, and then click Restrict Editing ( ).

2. In the Restrict Formatting and Editing pane, select the Allow only this type of editing in document check box and then, in the drop-down list, click Filling in forms.

3. Click Yes, Start Enforcing Protection.

Drop-Down Form Field

( )

Insert where you want users to select only one option. Users cannot select multiple items in a drop-down list.

To define what items are to display in the list, right-click the item, and then click Properties.

Tip: Make the first item on the list an instruction to the user. For example, “Choose an option...”, or “Select a gender”

When you are prompted to create a password, leave the password fields blank. You are not required to create a password for a form.

Recommendation: Avoid adding a password to your SMART forms or you risk losing editing access to the forms if you forget the password.

Item Description Tips




Practise: Creating a requisition SMART formRe-create part or all of the following requisition form as a SMART form. Insert bookmarks, text fields, check boxes, and drop-down lists where indicated.




Scenario 2: Creating a requisition SMART form

You are creating a SMART form to be used as an electronic version of a diagnostic imaging clinic form:

a) The form contains required fields that are indicated by an asterisks (*). Can you program the electronic version the form to force users to fill in those fields (for example, to not allow the user to print or save the form until they complete those fields)?

b) The form contains two columns of instructions at the top. In Microsoft Word, how should you create the instruction area?

c) After you finish and release the SMART form, a user complains that when they enter information in the form, the entire form starts to skew (the column expands, and other columns become narrow). What is the cause?




Evaluation

1. In fill-in only forms, why should the font for bookmarks and entry fields be different than the font used for the form’s static text?

2. What is the downside of adding check boxes to SMART form letter templates?

3. A user complains that they can’t select check boxes on your SMART form. Why is this likely happening?

4. You have created a fill-in only form that contains a problem list bookmark. If, when you use the form, you notice that the pulled-in problem list is missing a problem, how can you add the additional problem to the SMART form?

End of Module



Module: 3


Modifying SMART forms


PurposeThis module provides an overview of how to modify your own SMART forms, and SMART forms provided by TELUS Health.


1. Modify a SMART form.

2. Remove any editing restrictions on a SMART form template.

3. Combine multiple forms into one order set.

4. Use the same bookmark multiple times on a single SMART form.

Modifying SMART formsYou can edit any SMART form, even if it is provided by TELUS Health. Common edits include:

Changing bookmarks (for example, to pull Family Practitioner details instead of Consultant details)

Updating the base form (for example, a diagnostic imaging company changes their location and you want to update the company’s form to have the correct contact details)

When you modify a form that is originally provided by TELUS Health, you save the modified form as a "house" form. You cannot modify the centralized form on the Wolf EMR data center.

Please be aware: Because modified forms become “house” forms, these forms cannot be maintained or updated by TELUS Health.




If you are modifying a form provided by TELUS Health, copy the form Word template file from the Wolf Master Templates Directory and paste it to your User Templates folder. See notes on page 7.

From the User Templates folder, open the form you want to modify, remove editing restrictions, and then modify any content as needed.

Practise: Modifying a SMART form

1. Open the Wolf Master Forms Directory folder.

2. Open your User Templates folder.

3. In the Wolf Master Directly folder, copy any SMART form’s Microsoft Word 97-2003 Template file.

4. Go to your User Templates folder and paste the copied SMART form template file.

5. Rename the SMART form template file to “Test modify”.

6. Open the renamed SMART form (right-click > Open).

7. Remove form restrictions.

8. Modify some static text on the form (for example, the clinic/program contact details).

9. Delete and add a new bookmark in any field on the form.

10. Set the form to be fill-in only.

11. Click Save ( ).

Tips for modifying SMART forms:

If you want to modify only certain check boxes, text fields, and drop-down lists so that they are pre-filled with information, create an order set. see “Creating order sets” on page 5.

To remove editing restrictions, click the Developer tab, and then click Restrict Editing > Stop Protection.

SMART forms typically have four files in the template folder. Always modify the Microsoft Word 97 - 2003 Template file.

CAUTION: Do not double-click to open and modify the form. Always right-click and then click Open. If you double-click the form to open it, any modifications you make are not saved.




12. (Optional) Open the form in a test patient’s record to ensure your modified form is available and that the changes you made are present.

Combining multiple forms into one order setIf you often use a complete set of forms for certain types of patient visits (for example, prenatal tests), you can combine multiple forms into one order set.

To create a multi-form order set, you copy and paste the contents from multiple forms into one Microsoft Word template.

High-level steps:

1. For the SMART forms you want to combine, copy the Microsoft Word 97-2003 Template files from the Wolf Master Templates Directory, and then paste the files into the Order sets folder in your User Templates folder.

2. Open the first form to display in the order set. Remove any editing restrictions on the template, and then save the template with a new name, using a name that describes the purpose of the order set (for example, “Prenatal exam forms”).

3. Open the Word template for the next form to display in the order set. Remove any editing restrictions on the form, copy the contents of the entire form, and then, paste the form’s contents in the first template. Repeat this step for all other forms to be included in the order set.

Order sets and other house forms are not maintained or updated by TELUS Health.




Tips for combining multiple forms into one SMART form

When you open a Word template, always right-click the file, and then click Open. Avoid double-clicking the file.

In Microsoft Word, ensure you enable the Developer tab and set bookmarks to show before you make modifications to the SMART form.

When you copy and paste contents from one template into another template, use the following shortcuts in Microsoft Word:

<Ctrl><A>: to select a document’s entire contents.

<Ctrl><C>: to copy the selected content.

<Ctrl><End>: to take you to the very bottom of a document.

<Ctrl><V>: to paste copied content.

If a form is built in a table, ensure you place your cursor below the table before you paste the contents of the next form.

If there are identical bookmarks used between the combined forms (for example, patient last name [PatientLName]), only the first bookmark remains and all remaining instances disappear. Re-add the bookmarks, but with a unique number following the bookmark name (for example, PatientLName2).

After you finish creating the order set, ensure you restrict the form to be fill-in only.




Evaluation

1. After you modify a SMART form, a user complains that they can no longer select check boxes on the form. Why is this happening?

2. You have just created an order set that contains 3 forms in one SMART form. When you test the SMART form in a patient’s record, you notice that the patient’s last name is not pulling into the second and third form. Why is this happening?

3. When you open a SMART form Word template to modify it, you notice that you can’t see any bookmarks. How can you display the bookmarks?

4. When you are creating a multi-page order set, in Microsoft Word, what is the quickest way to go to the bottom of the template so you can copy and paste the contents of the next form?





End of Module



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