You will have the ability to change how forms interact with your TM3 system, and also create, edit and delete new forms from this section.


Under configuration you have the options to automatically send a form to a patient when they register to get more details from them if necessary. Under that is where you select the default template that is used when the patient is created. The same goes for the clinical side of things, you can automatically send a clinical discharge form to get details from the patient of how they felt about their outcome.

Below you have the ability to edit the templates you would be sending to patients. Registration forms are saved under the patient record in their forms section and can be issued to the patient from there. Clinical forms are dispatched through the patient's clinical case under the 'More' section on the far right of the clinical case.

From here you can create new templates, edit existing forms or remove unused templates. The template editor gives you the ability to ask questions to the patient and get direct feedback from them with dynamic forms. Features like multi options, agreeing to consent and applying a signature to the patients record are all included. Anything that is added to a form can be mapped with a field on the patient's record and when the form is submitted by the patient TM3 will automatically update the chosen fields when accepted by you.

On the left hand of the template editor there are a number of different tools that you can use to create your template, to add them to the template simply click and drag them onto the page where you would like them to appear. The function of the tools are as follows:

Text - Allows for a free text box to be added for the recipient to enter details.

Lookup - Gives you the ability to add a list of certain options for the recipient.

Yes / No - Adds a yes or no option to the form.

Number - Adds a number input box to the form.

Options - Ability to choose different options that you add.

Date - This will add a box which shows a calendar to pick a date.

Time - This will add a box which shows a clock to pick a time.

Table - Will add a table to the form for formatting questions.

Time Duration - Adds an input box that only accepts days, week or months.

BMI -Allows for inputs to calculate BMI.

Label - Puts a label on a the form to add a note or message.

Date/time Picker - Will allow for both date and time to be picked.

Formula - Allows you to take different inputs from the form and add a formula to them to get an output.

Slider - Scale type number picking option.

Signature - Adds a signature box to the form.

Group - Allows you to group previously added boxes on the form and have an action occur after something certain is entered.

To link the input boxes to update the patient's record or clinical notes their reporting field would need to be set up correctly, to do this click on something you've added to your form and press 'Advanced' at the bottom of the edit box. Click on the reporting field and select the area you want the input to update.

Once you have created the form it will be saved either in the patient record under 'Forms' or under the patient's case, depending on the type of form you have created.

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