• Many forms should start with the "Form Introduction" model first. The form introduction will create the header and display the date and appointment information.

  • A good practice would be to add both the Superbill model and the Signature model with high position numbers so they will be situated at the end of the form. As models get added to the form the view changes to show the current models inside the form.

  • Note: If the form is billable then the superbill model is mandatory.

Open up the models for Form "Psychological Testing". It includes a Form Introduction, a Superbill, and a Signature in addition the core of the form, the Neuropsychological Testing model.

Forms sample form2

Form Introduction

  • This must be included as the first model of the form as it provides the letterhead of the rendered version of the form (.pdf).
  • The content that is shown in the header can be controlled from the Clinical Forms. [TBD add how]

Forms form introduction


Important this model should always be the second to last model on a form.

This model is used for billing purposes, it allows the User to document the starting time and length of the appointment. As well as the codes for the treatment performed. This model links data from the Client Insurance, Client Diagnosis, User Credentials, and Fee Schedules among other pieces of data. When the Superbill is edited from the Encounter Form, the data will populate accordingly to the context of the Superbill. If "Attending Provider: User; User has no credentials for XXXX; Billing Provider: User" message is shown please ensure that the current User has the appropriate Credentials added to their account.

Forms superbill


Important : This model must always be the last model in the form.

The Form Signature drives the closure of the form by capturing the User's required signatures for each form. The form won't allow the Form Signature to operate until all models of the form are complete. A message prompting the user to complete remaining sections of the note will be displayed. The Form Signature works by means of "Requesting Signatures". When the Form Signature on a ready-to-sign form is visited, some background checks will happen before the screen is presented to the User. The Form Signature automatically creates a Signature Request for the User who started the Encounter Form. The Form Signature will automatically create a Signature Request for the User who started the Form Signature, if the User is different from the User who started the Encounter Form. If the User who is furnishing the form has a declared Form Supervision for such form, then the signature of the Supervisor will be requested as well. The Form Signature will then recursively look into the Supervisor's Supervisor and create all requests as needed. If User B supervises User A, and User C supervises User B, then Supervisor Signature Requests B and C will be created. Validations are in place to avoid circular references.

Forms signature form not complete