Creating a Master Custom Form

You can create custom forms for a specific line of business (Homecare or Hospice), both lines of business (Homecare and Hospice), or bereavement (available in Hospice LOB only).

You can select any of the following Assessment Types for Custom Forms:

● Assessment

● Care Plan

● Certification

● Face to Face

● Order

● Visit Note

You may create a custom form for any discipline listed in the discipline codes from the reference files.

You may create custom forms for specific office(s) so they are only available for use on patient admissions in the selected office(s).

Adds the HEALTHCAREfirst standard P Page and functionality to the Custom Form.

Create HEALTHCAREfirst standard alerts for the custom form. Standard alerts notify the user if the document has been started but not completed, or completed but not locked.

Allows the custom form to be tracked for the physician signature date in Order Tracking.

Allows specific controls in the custom form to be marked for trending on a HEALTHCAREfirst standard T page at the beginning of the form.

Allows you to copy forward the most recently locked instance of the document when you add a new instance of the document to the patient chart. A Copy button displays on the Documents tab if the selected document from the grid has the Copy Progress Note Functionality checked. This functionality is the same as the current Copy available in firstHOMECARE.

Adds the HEALTHCAREfirst standard electronic signature functionality to the custom form. You must enable electronic signature and populate a signature prompt in System Control.

6. Select the document in the list of documents that opens, and click Edit. In the Form Builder window, drag and drop the controls and elements from the left to the yellow box on the right to build the form.

7. Edit the controls as necessary, and then use the Add Page or Delete Page buttons to add or remove additional pages in the form.

After selecting an non-published form from the Custom Forms Master grid, the Edit button is enabled. Click Edit to open the Form Builder to create a form.

After selecting a published or unpublished form from the Custom Forms Master grid, the View button is enabled. Click View to open the Form Builder in view-only mode. In View mode, right-click controls to see properties.