Adding eForm Items - General Tab

When you select Add Item, you will be see a menu similar to the one displayed below in the screenshot below. The basic options include a General tab, a Note Formatting tab, and a Scripting and More tab.

The General tab is used to select the type of question or item you are adding and to update the text or question. It includes two fields:

  • Caption:     Where you put the question / label.
  • Type:          This drop-down menu provides you with a list of possible question format options.

Ocean provides a wide range of question types and items that can be added to a form. The table below provides an overview of each option.

  • No / Yes,

No / Yes / Not Sure

Shows the caption plus yes/no/not sure buttons.

  • [√] Checkbox

A simple checkbox. Good for lists of symptoms. Tip: use no/yes type if you need to distinguish “no” from “unchecked”.

  • Text Field,

Text Field (Numeric Only),

Text Area

Text responses. Minimize use on tablets as much as possible. “Text area” allows multi-line responses.

  • Menu,

Menu Allowing Multiple Selections

Drop-down menu or collection of buttons. Use the “choices” tab to add menu choices.

  • Label

For any read-only text. Good for instructions, consent form text, etc.

  • Date

Shows a calendar control.

  • Approximate Date,

Approximate Duration

Presents menu of suitable choices. Adjust the units to choose from using the "Minimum Acuity" dropdown.

  • Numeric Scale

Can be used for simple numeric scales, visual/analog scales, Likert scales, etc. More on this next.

  • Picture

Displays an image file. You can upload the image in the editor.

  • Video

Displays a video file. You can upload the video by entering the video key.

  • Formula

A special item that calculates an expression to generate a number or string. Used for scores, generating hyperlinks in generated notes, etc. Requires information in the Scripting & More tab.


Learn More 

1. Getting Started with eForms 11. Adding Hyperlinks to eForms
2. Creating a New Form & Understanding Form Structure 12. Editing an Existing Form
4. Editing Menu Choices 13. Helpful eForm Formatting Tips
5. Note Formatting for Items 14. Form Memory - Storing Form Values for Patients in Ocean
6. Using Keywords to Automatically Insert Content 15. Basics of Java Script
7. Adding a Section - Overview 16. Formula Scripting
8. Scripting & More Tab Basics 17. Advanced JavaScript in Forms ("Fancy Stuff")
9. Action Menu - eForm Properties 18. ScriptPatient ("Pt") Functions
10. Action Menu - eForm Actions 19. ScriptUtil Functions
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