FORMSForms to Letters allow you to reduce the amount of typing/dictating required to efficiently create letters within Accuro. This feature translates checkboxes, and other form fields, into complete sentences so that your letters are comprehensive and done quickly.

LEARNING OBJECTIVES• How to create forms to letters• How to track requisition forms• How to track and reconcile individual components on a form

FORM EDITOR Each component that you would like to have the content of pull into a letter needs to have a UNIQUE tag name. Components that can be pulled into a Letter Templates are: • Checkboxes Dropdowns • Radio Buttons • Text Fields • Text Areas • All other components in the Form Editor have corresponding tags in the

Template Wizard that already exist

SESSION NOTES

Editing components in the Form Editor 1. Right click on the component and select Edit 2. Enter your tag name (ensure this name is

unique and meaningful) 3. If applicable, add your Selected and

Unselected Output text

TEMPLATE WIZARD • To insert a “Tag” into your letter template open the Template Wizard: o Tools >Template Wizard and right click to add a tag • The first time it may just say loading tags, right click again • Punctuation – Just as with building any template, we want to be careful with our

punctuation

If there are multiple options on the form but only one of them will be selected you need to put all possible tags in the letter template. • EX. Only one of these options will be checked on the form so in the template

we place the tags side by side with no punctuation and no spaces • <Check1-1.checkbox><Check1-2.checkbox><Check1-3.checkbox>

If there are multiple options on the form and we may select any number any number of them, we will want to enter a clickable list in the Template so that the proper punctuation and spacing is completed for us despite how many checkboxes are checked.

Do this: [<Box1.checkbox>|<Box2.checkbox>|<Box3.checkbox>|<Box4.checkbox>]

Don’t do this: <Box1.checkbox>, <Box2.checkbox>, <Box3.checkbox>, <Box4.checkbox>

Don’t do this: <Box1.checkbox><Box2.checkbox><Box3.checkbox><Box4.checkbox>

• When using clickable lists prehighlight selections so that when the note is opened you can use ‘Complete Selections’

• If you use punctuation right in the letter template, in addition to punctuation on the form, you may end up with gaps and/or unwanted punctuation.

LETTER GENERATION 1. Open the Form on a patient and complete 2. Right click on the Form and choose ‘Generate Letter’ 3. Proofread the letter and press ‘Complete Selections’ if necessary 4. Generate Letter and send

TRACKING REQUISITION FORMSExamples of forms you may want to track: MRI, CT, Xray, bloodwork

How to track requisition forms: 1. We must first place the form in the ‘Requisition Forms’ category of the Form

Editor 2. Open the Form Editor by going to Tools> Form Editor 3. Select the form from Standard Forms (or other categories) that you would like

to track; open the form 4. From the upper dropdown menu, select ‘Requisition Forms’ 5. Click on the ‘Save’ (floppy disk) icon 6. The form will be moved to the ‘Requisition Forms’ category

How to Stay on Top of Changes: Patient Tasks (F7)

In

EMR > Encounter Notes > Labs ( for lab requisitions only)

In EMR > Encounter Notes > Tracking • Select the cogwheel icon to

manage Tracking Options • When Tracking categories

identify outstanding items, users can hover their cursor over the magnify glass icon to preview them.

HOW TO RECONCILE ORDERS:

Requisitions, Referrals and Orders section 1. Select the referral and click the ‘Reconcile’ button) OR 2. Launch Patient Tasks F7, right click the referral, and choose ‘Reconcile’

When Reviewing incoming Labs or Documents 1. When the Provider hits the

‘Review’ button, they will be prompted to Reconcile the results with any outstanding requisitions

2. The whole form can be reconciled, or individual items can be reconciled using metadata

In the EMR 1. Right click on an Unreconciled

form and choose ‘Reconcile’ from the context menu

• Reconciled Forms show with a green checkmark

• Unreconciled Forms show with an X

TRACK INDIVIDUAL COMPONENTS ON A FORM 1. Open the form in the form editor 2. right click on the component you want to track and select “edit” 3. Select the Metadata Type “Lab Test” from the dropdown 4. Select Metadata Value from the dropdown 5. Save the form.

To add a Metadata Value, select the dropdown > scroll to the bottom > select manage > add the name > select OK