The process of creating a form in Form Designer should be conducted carefully with significant planning prior to getting started. Develop a design so that it is understood where data elements need to be placed and the special requirements of those data elements. Consider the data that is being included in the form, should users that access this form be able to see that data, be able to edit that data, should changes in the form impact changes in the client record, are changes to these records common client or shared data that may affect other providers the client is receiving services at, etc. Once these questions are resolved and the visual design is complete, it is a lot easier to create the form in CAREWare using those plans in the design.

 

To create a new form in the Form Designer, follow these instructions:
 

1. Click Administrative Options.
2. Click Custom Features.

 

 

3. Click Form Designs.

 

 

4. Click Add.

Custom Forms menu descriptions:

Edit – Opens the form for editing.

Add – Starts a new form.  

Delete – Deletes the form from the Form Designer.

Back – Navigates back to Custom Feature Setup.

Print or Export – Prints the list of custom forms.

 

Custom Forms column descriptions:

Name: Name of the form.
Use Count: Number of clients using the form.
Owner: Provider that owns the form.
Shareable: Indicates whether the form can be shared with other providers.
Retired: If set to Yes, the form is no longer available for data entry.

Universal: If set to Yes, all users and providers have access to the form.

Description: Notes explaining the form for users.

 

5. Select a Page Size.

 

6. Click Continue.

 

 

Form Designer vertical menu descriptions

Design View – Navigates back to the design page.

Form Properties – Properties for the form including Active, Owner, and Universal used for granting access or retiring a form. Click here for Form Properties.

Control Properties – Properties for the selected control. Click here for Control Properties.

Control Rules – Established rules that trigger error messages or warnings, or disable or hide the control.

Add Control – Produces the list of options for controls based on whether or not the page or a container is selected. Click here for Controls.

Add Page – Adds another page to the form.

Provider Assignment – Grants access to the form for a provider.

User Assignment – Grants access to the form for a user.

Group Assignment – Grants access to the form for a user group.

Custom Reports – Creates a control for adding a container with the results of a custom report selected from the custom reports list.

Form Images – Creates a control for adding an image to be displayed in the form.

Encounter Grids – Creates a control for adding a grid using encounter fields.
Close – Closes the form.
 

Form Designer horizontal menu descriptions

 

Find Control – Creates a searchable list of controls currently added to the form so users can locate them.

Delete Control – Deletes the selected control.

Undo – Reverts back prior to the last action.

Redo – Recreates an action that was undone.

Save – Saves the form.

Note: Forms can be edited within the provider that is the owner of the form or in Central Administration. Data entry can only be done in the provider.

 

Note: The highlighted red box is the current selection space for controls and properties.

 

The following example is for adding a service to a form.

1. Click the page to highlight it.
2. Click Add Control.
3. Type Service in the Search field.
4. Click Longitudinal Container (Service).

 

5. Select the Longitudinal Container Definition (This is the Subservice).

 

 

6. Click Add.

 

7. While the new service container is highlighted in red, drag the box to the location desired.

 

 

8. While the container is still highlighted, click Add Control. (Now the control list only shows service controls)
9. Select Service Date.
10. Click Add.

 

11. Drag the Service Date to the desired location within the Service Container.

 

 

12. Click the Service Container again to add another service control.
13. Repeat the process of adding service controls for Service Contract, Service Units, Service Price, and Service Total.

 

 

A data entry field has been created for an A/O Medical Service in the form.