Digital Forms

You can use the WinOMS software digital forms module to manage important documents by defining and storing secure digital forms.

When you complete and save a patient’s form, it is automatically associated with both the patient’s record and the appointment record for which the form was completed.

Use the digital forms module to:

Select a template from your digital forms library.
Create new documents and templates. Edit, save, and use them as needed.
Capture and store electronic signatures.

To organize your documents and templates, you can save them in categories, associate forms with appointment types, and attach them to patient records.

Once a digital form is associated with a patient or appointment record, you can access it from the following locations:

Patient Window: EMR or Workspace
An appointment in the Appointment Scheduler window
Point of Care Module: Chart and Digital Forms tabs

To access digital forms from the Patient window:To access digital forms from the Patient window:

In the Patient window, select EMR > Notes > Digital Forms. The Digital Forms are displayed.
Click the Appointment tab to access digital forms related to specific appointments. Choose which appointment to access: Most Recent, Current, or Other. If you select Other, a list of previous appointments is displayed.
Click the All Forms tab to see a list of all the forms in your digital forms library. Use this tab to select and open additional forms for the patient.
Select a form from the list and select one of the following, depending on the status of the form:

ViewView to view a completed form
Fill InFill In to enter or edit information in a patient form
PrintPrint to print the existing form
LockLock to lock the selected form
ReviseRevise to make an editable copy of a locked form
Locked byLocked by to see who locked the form, and when it was locked
CloseClose to close the window

To access digital forms from an appointment:To access digital forms from an appointment:

In the Appointment Scheduler window, right-click an appointment.
Select Patient Digital Forms. The Patient Digital Forms window is displayed, with the Appointment tab active. The list displays the digital forms associated with the current appointment.
Select a form in the list and click Fill In to open and complete it. The date, patient’s name, and other information are entered automatically for merge fields specified in the digital form.
When you have finished filling out the form, click Save and Close. The form is listed in the Completed tab.

To search for a digital form: To search for a digital form:

Select Letters > Digital Forms Maintenance > Digital Forms. The Digital Form Search window is displayed.o
In the Name field, enter all or part of the name, and click Find. The forms matching the search are displayed in the list.