Sheets (Custom Forms) Setup

Sheets (Custom Forms) Setup

You can customize all your patient forms (intake, consent, health history, etc.) or create your own using the Sheets settings in Practice-Web.

To get started, choose "Setup" in the main menu, then select "Sheets" from the dropdown.  The Sheet Defs window will open.

There is already an internal sheet of each type which can be viewed only.   

To edit an existing Sheet, you must create a copy of an existing sheet by highlighting an existing internal sheet then click on the 'Copy ' button or by creating a new blank sheet by using the 'New' button at the lower left. 

Once an existing internal sheet has been copied to the Custom area, double click on the new copy to edit. The Sheet Def Edit window will open (right) along with a mobile version of the form if selected.

  1. Fields can be dragged with the mouse.   
  2. Multiple fields can be selected by holding down the Ctrl key while clicking.  
  3. Fields can also be selected using the list at the right.   
  4. Once fields are selected, they can also be moved by using the arrows on the keyboard.  Holding down the Shift key while using the arrows will move the fields in large increments.  
  5. To edit the field, double click on it or on the list to the right.   
  6. Images can only be edited by double-clicking on the list to the right. 
  7. Within some of the field edit windows is a setting for growth behavior.  
  8. Down Local is usually used for the address because it is not known ahead of time if the address will be one line or two. So, if it grows to two lines, then it will bump down any other fields that are immediately below it, such as City. 
  9. Down Global would push down all the fields on the entire sheet which are below the one that's growing. This is useful for table style data and for letter.   
  10. Setting the growth behavior will never cause a field to shrink, but only to grow bigger. 

Multi-Page Sheets

New Pages can be added or removed within a sheet, by clicking on the "Add" or "Remove" button on right side under pages.

Filling Out Sheets (Custom Forms)

This feature is currently only active for referral slips, consent forms, patient letters, and referral letters.  This is when you are allowed to edit before printing.  All the text is editable, including static text.  But if there are any input fields, then it means that user input is expected, so the background will be light yellow.

This is also when freehand drawing may be done.  If the user makes a mistake while drawing, they can use the eraser tool, the checkbox at the right.  Once the box is checked, the pointer changes to an eraser and clicking and dragging will erase drawings. A drawing is defined as a continuous curved line without lifting the pen.  So, the eraser will erase continuous lines as single objects.  Uncheck the box to turn the eraser off.

When printing from the fill sheet window, the Print/Email button lets you perform both actions simultaneously.  For email, the sheets get converted to a PDF and attached to the outgoing email.  The sheet is also archived in the database for later reference whether it's printed or emailed.  Sheets can be viewed at the bottom of the Account Module, or in the Chart Module.

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