Case and Visit forms have two major functions that they can perform, Rollup and Flow Forward.
The Rollup function allows you to merge the data fields in the form with a Microsoft Word mail merge document.
The Flow Forward function allows the data from one form to flow into another form.
Most of the elements have the following two properties, Flow Forward and Rollup Level. Flow Forward may be set to true or false. If set to false the element will not copy its contents forward to the next form. Rollup Level may currently be set to Never and Summary. In the future, we may develop a wider range than this but currently, those are the only two options. If Rollup Level is set to Never then the data for that element will not be available in the rollup.
Note that you must have the tag set before either of these values may be set.
There is not a lot that has to be done in order to actually create a Flow Forward. What you need to know is how the system accomplishes this task and what it is that you can do with it.
Each element has a tag which is the unique name of the element. When a user initiates a Flow Forward, they will pick an existing form and a new form. The system will then load the old form and get a list of all of the tagged elements where the FlowForward property is set to true, and it will get a copy of the data within the element. Then the system opens up the new form and looks for elements that match both types (ie LineInput, ListInput, etc) and tag. When it finds a match, it copies the data into the new element.
With the exception of the Measurement element, all of the elements copy the data across exactly as it was in the original form. The Measurement element is unique in that it moves the previous data into a new place on the element.
The following is a Measurement element before it Flows Forward:
And after it has Flowed Forward:
As you can see, the original measurements have moved over to the Previous position while the Comment line has remained constant. The user could then enter new values for Right and Left and edit the Comment.
If the user were to Flow Forward again then the current values would become the new Previous values.
Flowing Forward Across Multiple Forms
The forms that currently come with Fusion Enterprise were designed to Flow Forward to a like form. In other words, the Knee Evaluation was designed to flow into another Knee Evaluation.
It is also possible, with some thought, to Flow between forms that are different from each other.
The following is a very simple example. This example has three forms - Form 1, Form 2, and Form3.
Form 1 contains three inputs tagged and labeled as A, B, and C. Form 2 contains three inputs tagged and labeled as A, B, and D. Form 3 contains three inputs tagged and labeled as D, B, and C.
As you can see from the example,, when the user flows from Form 1 to Form 2, the values from Form1-A and Form1-B are copied into Form 2-A and Form 2-B, respectively. When the User flows from Form 2 to Form 3, Form 2-B and Form 2-D are copied into Form 3-B and Form 3-D. The value for C did not exist on Form 2, even though it was entered on Form 1; thus it did not flow from Form 2 to Form 3.
In the real world, it would be possible to flow from an Evaluation form to a simple Discharge form and flow just the information you wanted on the discharge.