How do I make a form appear on the tablet automatically for certain patients?

You can make eForms appear automatically, based on a patient's information, by either adjusting your tablet settings (by adding a completion survey or setting up tablet rules) or by using eForm Actions. These automatically appearing forms will get added into the queue along with any forms that have been explicitly loaded for the patient (through the EMR or the Ocean web portal).

Tablet Settings

Completion Survey

If you just want to add a patient experience survey to the end of the patient's tablet session, you can use the survey invitation feature, which is located in the Preferences tab of the tablet settings. Simply check the "Display a survey or other form after all other forms are complete" checkbox and select the appropriate survey by searching in the "EForm to Show" box. This is easy to set up, but not that versatile because you can't add in clinical forms.

Tablet Rules

The most useful method is to set up tablet rules. For any given tablet settings group, you can configure rules using the Ocean scripting language to show a specific eForm if a patient meets a certain set of conditions. For example, you could show the Menopause form for females over the age of 55 (shown below). You can have as many tablet rules in a tablet group as you want. Please click here for examples of other commonly used tablet rules. 

 

eForm Actions

You can also use "eForm Actions" to trigger eForms to be added for a patient, based on their answer to a certain question on a different eForm. These can be set up using the eForm Editor. Click here for more details on how to set up your eForm Actions.  

For an example of an eForm Action in action, check out the PHQ-9 and the follow-up suicidal ideation questionnaire that shows up if the patient answers question #9 in a manner that is consistent with suicidal ideation.

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