Helpful eForm & Note Formatting Tips

eForm formatting can be useful to make your Ocean eForms and Ocean-generated clinical notes easier for the reader to efficiently interpret the text. The following describes a few methods you can use to format your eForms and the clinical notes that they generate.

Using HTML to apply formatting styles:

In the eForm editor, you can use simple HTML tags in captions to make parts of the clinical note that is generated from your eForm either bold, underlined or italicized.

For example:
This <b>word</b> will appear bold, these <i>two words</i> will appear italicized and these <u>last words</u> will appear underlined.

The above will appear in the clinical note in your EMR as:

This word will appear bold, these two words will appear italicized and these last words will appear underlined

Including messages or simple text:

Add item(s) in your eForms as "Labels" for messages, such as instructions or consent information (as opposed to section captions, which are bolded automatically and can be overwhelming to read through).

Adding blank space(s) between question items within forms:

  • If you just want to insert a blank line within the clinical note, the eForm Editor has a quick and easy way to do this: simply add in a "Blank Line" item from the dropdown menu under the blue plus (+) sign (next to "Add Section").

Alternatively, you can format a custom note in order to put additional white space before or after an item. To do so:

  • Open your form in the eForm Editor.
  • Click on the item that you want to surround with white space.
  • To insert a blank line before the item, copy and paste the item caption (from the General tab) into the "Custom Note" field (in the Note Formatting tab).
    • Move your cursor to the beginning of the text in the "Custom Note" field and tap the "Enter" key on your keyboard to insert a blank line before the caption text.
  • To insert a blank line after the section, copy and paste the item caption followed by "$$" in the "Custom Note" field.
    • Move your cursor to the end of the text and tap the "enter" key on your keyboard to add a blank line after the text, i.e.:
    • Note: "$$" is a special tag in Ocean that represents the embedded note of the section.

Changing the colour, order, spacing, etc. of eForm answers in the clinical note:

There are many customizable formatting options for the Ocean-generated clinical note, which can be configured in the Note Formatting tab of the eForm Editor. For more on this, please refer to "Note Formatting Tab" in: "Guide to the eForm Editor - Add Item".

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