Eaglesoft - Customizable Medical History in Version 17


Question

How does the New Customizable Features of Eaglesoft Version 17 Medical History work?

Answer


Medical History has been re-energized!  Not only has it been streamlined, but now it is fully customizable!  Review the following information to learn how to create and edit Customizable Medical History Forms in Eaglesoft 17.


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Original Medical History Form

The original medical history form is still available to use.  You can use it just like you did in Versions 16 and below.

Go to Lists | Medical History Forms.
The original medical history form will be listed as Active and Default.  

If you are going to continue to use the original form
, there is nothing more to do.  The patient's medical history can still be accessed from Lists | Edit Person | Medical History.

If you are going to use a customizable medical history form,
 please review the rest of the information in this answer.    



How to Edit the Default Medical History Form


To make the Medical History form open for editing, you need to create a new Medical History Form.  To do so, in the List menu, select Medical History Forms. Select the existing Medical History form and select Edit.  The following will appear.

Note:  The original Medical History form cannot be edited but can be used as a template for a new, editable form.

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Select Yes.  Doing so allows you to virtually 'save as' the original Medical History form.  The selected form appears in an editable format.  This will allow you to take the base form and add and delete to suit your needs.

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In your new form, enter a name for this form so that you can easily identify it from the Medical History Form list. Select the Default checkbox to make this new form the automatic default form for all patients.

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Forms are composed of sections, questions and comments.

  • Section - Self-contained segment
  • Single Question - One question with one answer
  • List Question - One question with multiple possible answers
  • Comment - Open field for entering information
  • Spacer - Blank space
  • Signature - A field for capturing a signature




How to Delete a Question from the Form

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In the edited base form, delete an existing question by selecting the X.




How to Add a Single Question to Medical History 


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Add a Single Question using one of the three available methods (click and drag, use the Add button or double-click).

Enter your question in the text field and select Preview to see the form with your changes included.  Select OK to save.

Select one of the different answer types, radio button, checkbox or free form.

See How to Use the Options Within an Question section for more on customizing your answer responses.



How to Add a List Question to Medical History

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Add a List Question using one of the three available methods (click and drag, use the Add button or double-click).

Enter the question in the Text area.  

Use the Settings drop-down to choose either radio button or checkbox as the Answer Type.

Select the plus sign to add the answer options.  Enter the answers.

See How to Use the Options Within an Question section for more on customizing your answer responses.



How to Delete an Answer

  1. Use the orange 'x' boxes to remove the corresponding list answer.

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How to Add Another Answer

  1. Select the '+' button to add a blank field that can be customized for your needs.  Include as many answers as you would like.

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See How to Use the Options Within a Question for more on customizing your answer responses.





How to Add a Signature Line

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Select the Signature icon and drag it, double-click or select the Add button to insert a signature line into your Medical History form.

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How to Reorder the Questions

Reorder the sections by selecting the arrow.  See the following example.

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Selecting the upward arrow moves the selection up one space.  Repeat as needed.

Use the downward arrow to move the selection down one space.  Repeat as needed.

*Please note:  Questions can only be alphabetized by entering them in the order you wish them to appear.



How to Edit the Sections

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To change the title of a section, type a new title in the Section Title field.

Select the Show Title checkbox to display the title on the form.

Select the Show Border checkbox to place a border around the section on the finished form.



How to Use the Options Within a Question

The Settings menu and Add buttons offer additional options for customizing questions and answers>


Single Question Options

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When adding a Single question, select the Settings button to further customize your entry.  Select the Answer Type using the drop-down menu. The available options are: Checkbox, RadioButton and FreeForm.  

This determines how the question will be answered by the patient.
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Select the Allow additional comment checkbox to allow patients to add a comment to this question.

Select the desired Alerts settings for the answer.  Use the Alerts drop-down menu to select an Alert to add.

Example:

Question: Have you taken the following medications?

Answers:  NSAID Pain Reliever, Anti-Inflammatory, Anti-histamine, Blood Thinner, Anti-Anxiety

Alert:  Checked - blood thinner - potential interaction with numbing


Settings

To create an Alert when this question is enabled, select Yes/Checked.  

To create an Alert when the answer is not selected, choose No/Unchecked.

To avoid creating an Alert for an answer, leave the entire area blank.


List Question Options

When adding a List question, select the Settings button to further customize your entry.  Select the Answer Type using the drop-down menu. The available options are: Checkbox and RadioButton.
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This determines how the question will be answered by the patient.  Select the number of columns needed for the answer section.
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Answer Settings

To create an Alert when this question is enabled, select Yes/Checked.  

To create an Alert when the answer is not selected, choose No/Unchecked.

To avoid creating an Alert for an answer, leave the entire area blank.

Use the Alerts drop-down to select an Alert for the desired answer.


Using the Add Buttons
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The Add buttons appear at the bottom of each section. Use the Add buttons to include a single question, comment or spacer.

Add ? - Question

Add " " - Comment

Add || - Spacer

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Select the Add ? button to add an additional question field.

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Select the Add " " button to add an additional comment field.

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Select the Add || button to insert an additional spacer. Spacers can help make the form easier to read.




How to Create an Entirely New Medical History Form

To create a new Medical History form, customized to your specifics, select the New button.

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On the left-hand side, select from the available options.  Drag and drop the selection into the body of the window or select the option and use the Add button.  The following options are available for creating your form:

Forms are composed of sections, questions and comments.

Section -  Self-contained segment

Single Question - One question with one answer

List Question - One question with multiple possible answers

Comment - Open field for entering information

Spacer - Blank space

Signature - A field for capturing a signature




How to Access Forms from the Edit Patient Window

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Tip: If you want to use the default form, select the Med History button just like you did before upgrading to Eaglesoft 17.

Select the Edit Patient button to open the Patient window.  To select a new form from the Medical History list, select Med History drop-down menu and locate the name of the form.  The redesigned medical history form appears. Image




Multiple Forms Assigned to the Same Patient

When more than one form type is saved to a patient, the assigned Alerts from both forms will appear.  Remove unwanted or out-dated Alerts in one of two waysEdit Patient or edit the Medical History form.



Removing Alerts in Edit Patient

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Edit the Patient by going to List | Person, select the desired patient and select Edit.  In Edit Person, select Alerts.  In the Patient Alerts for Patient, select the Alert that you wish to remove and select the Remove button.



Removing Alerts in Medical History

Another way to remove unwanted Alerts is to fill out another Medical History for that patient of the same form, answering the questions in a matter that does not generate Alerts.



Medical History Alerts List

Located under Lists | General Setup | Medical History Alerts, add, remove, edit or view the alerts that are attached to Medical History forms.

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Medical History Form List

The Original Medical History form cannot be edited but it can be used as a template for creating customized forms. Create as many different varieties of medical history as you need.

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In the List menu, select Medical History Forms.  The default Medical History appears.  Use New or Edit to modify or create additional forms.





Using Your Newly Created Medical History Form

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The Date field allows you to view previously recorded Medical History forms.

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The Form Type drop-down list allows you to change forms on-the-fly.   

The Print in One Page checkbox will shrink the form to a single page but can make it harder to read.



Collapsing a Section 

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Eaglesoft 17 Tutorial - How to Create a New Medical History Form
18436.1.Rev001     09.18.2015
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For more information on Eaglesoft 17, please visit Eaglesoft 17 - OnDemand Webinars and Interactive Tutorials - FAQ #17988