Introduction
The Toolbox is divided into two tabs for the two different classes of elements, General and AutoFill. This article will walk you through all of the AutoFill elements. Not all elements are available for each form type. In each section heading the form types that support that control are included in parenthesis with C being the Case Form, and V being the Visit Form.
Auto Fill Labels
The Auto Fill elements are Labels. These Labels get their text from the database when the form is created.
The Auto Fill elements have a common property called IsDynamic, which controls whether the element updates itself from the database each time the form is opened.
For example, let us say you have an Auto Fill Label that contains the patient’s name. When the form is first opened the patient’s name is saved into the Label. We later find out that we misspelled the patient’s name, and we change it in the case. If we open up our form and IsDynamic is set to false then the name will be forever misspelled on this form. If, however, IsDynamic is set to true (which is the default value) then each time we open the form it will check to make sure that the name is still correct.
The value of some Auto Fills depends on whether you are designing a Case or Visit form. For example, the Clinic Name Auto Fill for a visit form indicates the clinic where the patient was treated, but on a case form it is the name of the clinic that the patient is assigned to. It is important to remember the context for which the form is being designed.
Most of the Labels may contain more than one value. For example, the Biographical Label may contain up to 13 different values. If you place a Biographical Label on a page and look at the properties window you will see the following:
Most of the properties are identical to what you would find in a label, but in the middle you will find a section called Bio. As these properties are set at the moment, the resulting Label would look as follows:
If we set IncludeAddress, IncludeDOB and IncludeSSN to true, we would get a Label that would look as follows:
Note that you do not have control over the order in which these appear. Typically you would have a form that looks as follows:
This example is made up of 3 Labels on the left and 3 Biographical Labels on the right.
In each of the Biographical Labels we set to true only the values we want to see.
Click the tabs below to expand the information on each tab.
Biographical (C,V)
Biographical Properties
BioSelection
Allows you to choose which biographical information you want to display. Patient, Guarantor or Other Insured. Such as:
- IncludeAddress: Address 1 and Address 2 fields.
- IncludeAge: Age
- IncludeCityStateZip: City, State Zip
- IncludeDOB: Date of Birth
- IncludeEMail: Email
- IncludeEmployer: Employer
- IncludeMaritalStatus: Marital Status (M,S,D)
- IncludeName: Full Name
- IncludePhone: Phone
- IncludeRelToInsured: Relationship to Insured (only for Guarantor and Other Insured)
- IncludeSex: Gender
- IncludeSSN: Social Security Number
Carrier (V)
The Carrier Label is only available for the Visit form. A patient may have many different insurance carriers through their course of treatment, and the visit form is the only form type that points to a specific point in time.
CaseID (C, V)
No additional properties, just the Case ID of the patient that the form is being attached to.
Clinic (Case) (V)
This is the Clinic as assigned in the Case dialog.
Clinic (Case) Properties
- IncludeAddress: Address 1 and Address 2 fields.
- IncludeCityStateZip: City, State Zip
- IncludeName: Name of the Clinic
- IncludePhone: Phone Number of the Clinic
- IncludeFax: Fax Number of the Clinic
Clinic (Case, Formal) (V)
This is the Clinic as assigned in the Case dialog. This element uses the Formal Name instead of the common name.
Clinic (Visit) (V)
This is the Clinic the patient attended for the visit the form is being attached to.
Clinic (Visit) Properties
- IncludeAddress: Address 1 and Address 2 fields.
- IncludeCityStateZip: City, State Zip
- IncludeName: Name of the Clinic
- IncludePhone: Phone Number of the Clinic
- IncludeFax: Fax Number of the Clinic
Clinic (Visit, Formal) (V)
This is the Clinic the patient attended for the visit the form is being attached to. This element uses the Formal Name instead of the common name.
Clinic (C)
This is the Clinic as assigned in the Case dialog.
Clinic Properties
- IncludeAddress: Address 1 and Address 2 fields.
- IncludeCityStateZip: City, State Zip
- IncludeName: Name of the Clinic
- IncludePhone: Phone Number of the Clinic
- IncludeFax: Fax Number of the Clinic
Clinic (Formal) (C)
This is the Clinic as assigned in the Case dialog. This element uses the Formal Name instead of the common name.
Dates (V)
Dates Properties
- DateSelection: May either be Referred or Discharge
Dates (C)
Dates Properties
- DateSelection: May be Referred, Discharge, First Visit, or Last Visit.
Diags (Full) (C,V)
Displays the Diagnosis associated with the case. With the Full version, you can control which elements to show and can filter it to show just a Doctor's or Therapist's diagnosis.
Plan Doctor (C, V)
Displays information about the doctor.
Referring Doctor (C, V)
Displays information about the doctor.
Supervising Doctor (C, V)
Displays information about the doctor.
Therapist (C)
Displays the Formal name of the Case Therapist.
Therapist (Case) (V)
Displays the Formal name of the Case Therapist.
Therapist (Visit) (V)
Displays the Formal name of the Visit Therapist.
Today Label (C)
Displays the date the form was added to a patient’s case (if on a Case Form). This value will not change if the form is later edited.
Total Visits (C)
Displays the total number of visits the patient has attended. NOTE that if you have IsDynamic set to true then each time the form is opened this value will update to reflect the current count.
Username (C)
Name of the user that created the form.
Visit Date (V)
Displays the date and time of the visit.
Visit Number (V)
Displays the number of visits the patient has had including the visit to which the form is attached.
Visits Last 30 Days (C, V)
Displays the number of visits the patient has had in the past 30 days. This does NOT include the visit to which the form is attached.
Visits Missed (C, V)
Displays a count of visits the patient has either missed or no-showed. For a visit form, it will be visits missed prior to this visit, for a case form it will be the total visits missed.
NOTE: It you have IsDynamic set to True then each time the form is opened this value will update to reflect the current count.
Visits Prior (V)
Count of visits prior to this visit. (Visit Number minus one.)
Digital Signature (C, V)
When used on a Visit Form the Visit Therapist may sign the element. On a case form the Case Therapist may sign the form.
When signed, the element with either show a ‘Signature on File’ barcode in the signature place, or if you have scanned in scripted signatures in A2C, that will be used as shown below:
Once signed and saved the form may not be changed.
Digital Signature (Dual) (V)
This signature is only available on the Visit Forms. It may be signed by either the Case Therapist or the Visit Therapist and either may sign in either position, primary or secondary.
Once the form is signed by the primary signature the form may not be changed.