1. Building Configurable Forms

2. Learning Objectives What are Configurable Forms?
Before you build a Configurable Form
Building a Configurable Form
Previewing a Configurable Form
Editing a Configurable Form
Deleting a Configurable Form
Copying a Configurable Form
Setting Up Service Documents
Enhancements

3. What are Configurable Forms?
The Configurable Forms module gives your organization the ability to create clinical forms that can be incorporated into service documents.
The flexibility offered by the Configurable Forms module assists with building the service documents that meet the specific needs of your organization.

4. Before you build a Configurable form…
Name your form using a consistent naming convention
Define the header of each field
Determine which fields are required
Determine the field type (e.g. checkbox, date, drop-down)
Define answer options when appropriate
Have the Implementation Specialist create an All Forms example of standard forms.
Determine signature requirements

5. Yes / No (Field Type)
Text Area (Field Type)
1 Field Label is Question 2
Check Box (Field Type) 1

6. Should I add these fields to my new form?

7. Steps to Creating a Configurable Form
Build Form
Preview
Form
Edit
Form
Deploy
Form

8. Building Clinical Module Form
Click the Administration in the navigation bar.
Click the Show Menu arrow in the shortcut bar and select Configurable Forms
Click New Form in the status bar.

9. Building Clinical Module Form
The Configurable Forms wizard opens, displaying the Form Entry page.

10. Building Clinical Module Form: Form Entry Page
Form Name: Enter a unique name for the clinical module form you are creating
CLICK SUBMIT
Expire On: Can enter date if the form is to be active for a particular time period only. *Form can be expired in service document
Select template on which you want to base your clinical module.
Indicate if you only want this configurable to appear randomly in service documents.
If you indicated you want the configurable form to appear randomly, enter the % of service documents you want to include it in.
Read only fields that provide information about when the form was created and last updated.
In the Form Name field, enter a unique name for the clinical module form you are creating.
If the clinical module form is to be active for a particular time period only, enter the date the form is to become inactive in the Expire On field. If the form is to remain active indefinitely, leave this field blank.
In the Template field, use the drop-down list to select the template on which you want to base the clinical module form you are creating. The following two templates are available.
All Fields Template. When building clinical module forms, you can use up to 16 different field types. This template consists of 16 fields - one for each field type.
Default Template. This template consists of 10 text fields.
By default, all configurable forms that are included in service documents appear in that service document for every client. In the Randomly show this form? field, indicate if you only want this configurable to appear randomly in service documents.
If you indicated you want this configurable form to appear randomly in service documents, enter the percentage of service documents you want to include it in
Note: The Created By, Created Date, Changed By, and Changed Date fields are read-only fields that provide information about when the form was created and last updated.
Click Submit in the status bar.

11. Building Configurable Forms: Form Design
You can modify the number of fields that appear on the clinical module form
Used to select the field in an existing form that you want to copy.
Select the field number in the current form to which you want to copy a field from an existing form
Each Field Number section represents a question
Enter the field label as you want it to appear on the clinical module
Use the drop-down list to select the type of field you want to create
Indicate if the field is required
Enter the position number in which the field will appear on the form you are creating

12. Field Types
Checkbox: Create a field with checkbox options. You must define the options that appear for each checkbox.
Date: A calendar icon appears beside the date field.
Lookup is a new type that allows you to pull over certain information
Descriptor Drop-Down: Create a drop-down list field that contains values based on a List Modifier record.
Form Break: Insert a section break in the clinical module form.
Radio Button: Create a field with radio button options. You must define the values that appear for each radio.
Read Only Text: Enter read-only text. Maximum of 4,000 characters
Text Area: Create a text area field, which is used for large blocks of text.
Text Field: Create a text entry field. The text field will appear as a single line.
Yes or No: Select this option to create a Yes/No field with radio buttons.

13. Building Clinical Module Form: Field Code
The field code page is used to define the attributes for each field that will appear on the clinical module form.
The checkbox and radio examples require…..
…the entry of defined answers

14. Building Clinical Module Form: Field Code
The Descriptor Drop-Down Example requires…
…a type from the List Modifier record

15. Previewing Clinical Module Form
Before deploying a clinical module form, it is STRONGLY recommended that you preview it to verify it was created as intended.
Before deploying a clinical module form to be used in a service document, it is recommended that you preview it to verify it was created as intended. When previewing clinical module forms, the system allows you to test the form with existing client data.

16. Preview Test Form
When previewing clinical module forms, the system allows you to test the form with existing client data.

17. Deleting Clinical Module Forms
Click the Administration in the navigation bar.
Click the Show Menu arrow in the shortcut bar and select Configurable Forms
Click Delete button.
Select Yes to confirm.
Click Submit. The selected clinical module form is deleted and cannot be used in service documents.
Click the Administration in the navigation bar.
Click the Show Menu arrow in the shortcut bar and select Configurable Forms
Click Delete button.
Select Yes to confirm.
Click Submit in the status bar.
The selected clinical module form is deleted and cannot be used in service documents.

18. Deploy Form Once a clinical module form has been deployed for use in a
service document, it cannot be updated.
You can only edit the clinical module forms that have not been deployed.

19. Copying Clinical Module Forms
Click the Administration in the navigation bar.
Click the Show Menu arrow in the shortcut bar and select Configurable Forms
Click Copy button. A form can be copied at any point.
Click Administration in the navigation bar.
Click the Show Menu arrow in the shortcut bar and select Configurable Forms.
Locate the clinical module form you want to copy and click the Copy button. The Configurable Forms list page is refreshed to display the newly-created clinical module form.
By default, the system names the new form the same as the copied form, followed by the word ‘Copy’. For example, if you copy the ‘Adult Progress Note’ clinical module form, the system names the new form ‘Adult Progress Note *Copy*’.

20. Knowledge Check What is a configurable form?
Answer: The Configurable Forms module gives your organization the ability to create clinical forms that can be incorporated into service documents

21. Knowledge Check
2. What is a field label? Answer: The Question that you want to add.

22. Knowledge Check
3. What are 2 steps you should take before building a form?
Name your form using a consistent naming convention
Define the header of each field
Determine which fields are required
Determine the field type (e.g. checkbox, date, drop-down)
Define answer options when appropriate
Have the Implementation Specialist create an All Forms example of standard forms.
Determine signature requirements

23. Knowledge Check
4. Give me an example of when you would use “Randomly Show a Form”? Answer: If conducting a survey and you wanted it to appear randomly for a client.

24. Knowledge Check
5. What is the difference between a checkbox and a radio button? Answer: Checkbox allows for multiple answers. Radio button allows for one answer.

25. Knowledge Check
6. What is the difference between default template and all fields template? Answer: All fields has 16 different fields such as address, date, date/time. Default is 10 text fields.

26. Setting up Service Documents
Service documents are made up of clinical modules and, in some cases, clinical orders.
CareLogic contains approximately 40 standard clinical modules.
In addition to the standard clinical modules, you can use the Configurable Forms module to build the clinical modules that are specific to your organization.

27. Setting up Service Documents
Service Document Crosswalk
Associate Service Documents with Organizations
Add Instances to Service Documents
Add Service Documents

28. Add Service Documents Access the Service Documents page.
Click the Add Service Document button in the status bar. The Service Document Data Entry page appears.
In the Code field, enter a code for the serviced document.
In the Description field, enter the name of the service document.
Click submit in the status bar. The service document record is saved and listed on the Service Documents page.

29. Service Document Group
A service document group would be a set of documents used for a specific purpose such as shift notes.

30. Adding Instances to Service Documents
After the service document is created, you must create an instance for it.
An instance defines the begin date, specifies the clinical modules, and identifies the signature requirements for the service document.

31. Service Document Instance Entry
Access the Service Documents page.
Click the Instance button that corresponds with the service document to which you want to add an instance.
The Instances page appears for the selected service document.
Click the Add Instance button in the status bar and enter applicable information.

32. Service Document Instance Entry
Enter the first date the service document will be available for use in the system
If you want the ability to create orders through a service document, select Yes.
If you want to display the payer name, procedure code, and units on the service document.
If you selected Yes in the previous field, indicate where you want the Schedule form to appear in the service document.
If you want the ability to create scheduled services from service documents.

33. Service Document Instance Entry
Enter the maximum number of staff signatures that are allowed on the service document.
Enter the minimum number of staff signatures that are required for the service document.
Enter Next Staff to Sign preference
Enter the number of external signatures required for the service document.
Indicate whether the service document can be signed only by the staff member who created it.
If you want to use a custom signature module instead of the standard signature module, select Yes.
If you want to give supervisors the ability to accept or reject signed service documents, select Yes.

34. Service Document Instance Entry
The Page Order column lists the order in which the clinical modules appear in the service document. The Modules column contains a drop-down list of all the standard clinical modules that are available in the system.
5. Click Submit in the status bar. The service document instance is saved and the clinical modules become part of the service document.

35. Service Doc Crosswalk Enter begin date
Enter end date to expire the crosswalk
Select program to associate with service document
Select Activity to associate with service document
Select licensure associated with service document
Select your service document
Can enter age range

36. Adding Service Document to the Menu
Click the Administration in the navigation bar.
Click the Show Menu arrow in the shortcut bar and select Menu Management.
In the Top Menu Systems screen, select the desired menu location.

37. Adding Service Document to the Menu
4. Click the Add an Entry button and complete the Edit Menu Entry fields.
Enter Name of Menu Item
Indicate yes to link your service document to the menu
5. Click Submit

38. Knowledge Check What is an Instance?
Answer: An Instance defines the begin date, specifies the clinical module and identifies the signature requirements for Service Documents.

39. Knowledge Check
2. How many standard clinical service documents does CareLogic have? Answer: 40

40. Knowledge Check
3. What is the difference between a service document and a configurable form? Answer: A configurable form is a building step in order to create a service document.

41. Enhancements LookUp Field in Configurable Forms
There is a new field type in Configurable Forms – LookUp. This field is used to pull-thru demographic information the first time a configurable form is displayed. After that, any changes to the data are only within the configurable form – the changes do not push back to the source. Some of the fields available are:  First Name, Last Name, Birth date, Gender, SSN, Client ID, and Client Number.

42. Enhancements More Configurable Forms Functionality
Several of the most commonly requested features will be available in Configurable Forms. We expect these changes will improve the usability of data entry and the accuracy of the entered data.
Conditional Logic & Display will be added. The logic will allow…
The answer for one field to determine whether other field(s) are displayed. 
The answer for one field to determine whether other field(s) are required.
The answer for one field to determine “valid” answers for other field(s) upon Submit.
Field Validation will be added for text boxes and text areas. This will allow the definition of: 
Minimum & maximum length
Valid characters – alpha, symbol, number
Maximum & minimum values for numbers
Tables/Grids will be added, which will allow the definition of a “row” of data. Currently in Configurable Forms, you have to create repeating sets of data fields.  With the table/grid, you will only have to define the columns of data.  CareLogic will display the data in the appropriate format, and the user will be able to add as many rows as needed.

43. Enhancements Conditional Logic Included
Based on answer for field #1 (or more), show/hide other fields.
Based on answer for field #1 (or more), require other fields.
Based on answer for field #1 (or more), define valid answers for other fields when click Submit.
NOT Included
Will NOT support the show/hide of specific answers for fields. This should be enforced when click Submit.
Based on pull-thru/demographics, show/hide other fields.*
Based on pull-thru/demographics, require other fields.*
Based on pull-thru/demographics, define valid answers for other fields when click Submit.* * Pull-thru fields do not exist. Deploy pull-thru fields - which is actually called "LookUp." Conditional Logic will not have functionality built for LookUp fields.

44. Screen Shot Example Rows refer to number of lines within the text area
Columns refer to the number of characters in a line

45. Screen Shot Example
The entire text area has a maximum of 4000 characters.
The eee is showing 3 Rows and 80 for the Column

46. Screenshot Example

47. Screenshot Example

48. Screenshot Example

49. Q&A
This is coming SOON

50. Q&A

51. Q&A

52. Q&A

53. Thank You
Thank you for attending Configurable Forms!!