QuicDoc Pro - How to create custom forms

QuicDoc Pro - How to create custom forms

You can create your own user forms or screens in QuicDoc Pro, and incorporate them as part of your notes or treatment plans. Let's say that you need a section for your progress note to document Activities of Daily Living. You can create a form or screen with text fields, drop-down pick lists, data, and numeric fields to capture the information for your form. In version 12 of QuicDoc, the User Forms allows more creation to different form types such as patient, note, group note, provider, and agency.

Log on using an admin account.

Under the Setup menu, select User Forms.

User Forms can be set for note, patient, provider, agency, and group note.  Select the Form Type and click New. You can also modify the forms.

Fill in the Form Name.  The table name will auto populate.  Click New to add the field to the form.

Fill out the Field Caption, Field Type, and Field Size, then click Ok

For the Field Size, you will have a character limit of 7900. Please be advised of the character limit when creating the field size.  The character limit cannot exceed 7900.


Once all the fields are created, click Ok.  A message will appear stating Table was successfully created, click Ok.



To access the forms:
Note Forms—Setup > Documentation Setup > QuicDoc Documentation > Select the form under Select Sub-Sections and click add.  Click Save and Close when finish.
 
Patient Forms—Click on Patients menu > Other Patient Forms.

Agency Forms— Click on Write menu > Select Agency Forms

Provider Forms—Click on Users > Click Users menu > Other Provider Forms

Group Forms-- Setup > Documentation Setup > QuicDoc Documentation > Select Group Note under Note Type > Select the form under Select Sub-Sections and click add.  Click Save and Close when finish.