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Custom Models

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  • EMR Bear has a powerful tool to build custom models.
  • Form templates are usually composed of several models, which are different ways to name the components that make up the total form.
  • Go to Dashboard -> Clinical -> Forms -> Custom models
  • A list of Custom Models will populate (if there are any in your system). If not, just the titles will show.

[](bearhelpupload=custom_model)

  • To create a new model, click on + green sign next to New Custom Model.

[](bearhelpupload=custom_model1)

  • NOTE: In the New Custom Model or Edit Custom Model page, there are Help hints at the bottom of the page to guide you along.
  • A window will open for creating your New Custom Model (example below).
  • Title: This information will print at the top of the form.
  • Subtitle: not visible on the printed forms, but is used to clarify models with similar names. If there are two Custom Forms named "Note", Subtitle information helps with selection of the proper form and shows in the drop down that is used when selecting a Custom Model.
  • Abbreviation: refers to the specific model when there's not enough room to display the full title, no more than 4 letters.
  • Instructions: do not print but will display to the User when viewing the form. This allows the User to be aware of specific information.
  • Active: this activates or deactivates the model; deactivated models cannot be added to a form.
  • For Client Portal: checking this box allows the form to be used specifically for Client Portal Forms.

  • Accept As Is: Allows the model to display the "accept as is" button at the forms.

  • After completing the main portion, move into each of the fields that you want presented on the form. To create a new field, click on the green plus sign next to the Fields title. Do this for each additional field that you choose to add to the form.

  • There is one field type for each input need. The various Field Type selections are: text line, textarea, select, radio button, checkbox, date, display.

  • In this case, selecting "text line" requires entering the Title and the Position. The Position is what sorts the fields in the order that they appear on screen and on printed paper.

[](bearhelpupload=custom_model2)

  • The Field Type, "select" presents the User with a drop-down menu. It will require Options that can be added by clicking on the green plus sign next to the Options title.
  • One new option field will appear for each click.
  • An Option can be pre-selected from choices in the Default Option drop-down. This dropdown is populated with the Options that have already been entered.
  • Group: This field is optional. If one or more fields have the same Group, then they'll be displayed together and that group text will be used as an umbrella title.
  • Pre-populate: Mark this box if you want previously entered information for a client in that field to show in a new form for the same client.
  • Validation Message: If you enter any text in this box, two things will happen.

  • The field will become mandatory. The User won't be able to save the form unless data is entered.

  • The message that you entered in the validation message box will be displayed to the User as an error message if the field is left blank.

  • The Custom Model can have as many fields as needed. In this example the Custom Form will have two fields (text line and select).

  • A screen opens that will reveal existing models for that form. At the bottom of the screen is a section with titles Page / Or Custom Models.

  • All of the Custom Models available will appear in the drop-down list under the Or Custom Model title.

  • The Custom Models are listed with the entered title and the disambiguation sub-title. Select the newly created title.

  • To see the Custom Model in action, a form that uses that template needs to be launched.

  • This can be done from an Appointment or from the File tab when the Custom Model is visited under the form.

  • Either you can click green plus sign to initiate the form or the blue New button to add new form to the encounter list

  • ebr was the custom model that was created

  • each section within the form can be opened by clicking on the magnifying glass.

  • Below is an example of the input that the User will be prompted to complete once the section has been opened.

  • The validation message will be displayed if trying to save the Custom Model without information.

  • Once input has been entered, the Custom Model can be saved.

  • If the Custom Model is in use under a form template, then it will display the number of forms in which the Custom Model is used.

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