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SMART Forms Workbook.

book Page 1 Monday, October 26, 2015 11:44 AM

Wolf EMR SMART Forms


Course workbook
Wolf EMR v2015.1.7

Issue 01.02
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Revised October 23, 2015.

Wolf EMR EMR software and related products and services are owned by TELUS. Wolf EMR EMR
and TELUS Health are trademarks of TELUS.

The patients, practitioners, and circumstances depicted within this manual are fictitious. Any
resemblance of any sample data or screenshots to any actual person, whether living or dead, is
purely coincidental and unintentional.
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Table of Contents

Table of Contents

Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About this workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Icons used in this workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Topics covered in this workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Getting help with Wolf EMR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Introduction to SMART Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Creating order sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5


Introduction to this module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
What is an order set? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Creating a basic order set. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Practise: Creating an order set. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Creating SMART forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11


Introduction to this module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Configuring Microsoft Word for SMART forms development . . . . . . . . . . . . . . . . . . . .11
Creating SMART forms for letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Adding bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Practise: Creating a letter SMART form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Creating SMART forms for requisition forms and other entry forms (fill-in only
forms) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Using tables to format SMART forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Adding static elements to a SMART form . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Adding user interface elements to a SMART form . . . . . . . . . . . . . . . . . . . . . . .18
Restricting a SMART form to be fill-in only . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Practise: Creating a requisition SMART form. . . . . . . . . . . . . . . . . . . . . . . . . . .21
Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Modifying SMART forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25


Introduction to this module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Modifying SMART forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

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Table of Contents

Combining multiple forms into one order set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27


Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

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Introduction

About this workbook


This workbook describes how to create and modify Wolf EMR SMART forms. Each module is
broken into sections based on specific tasks you can perform.
Use this workbook as a reference. It consists of various learning components to help you
explore the feature: demonstrations, discussions, hands-on practice, realistic workflow
scenario training, and evaluation exercises.

Icons used in this workbook


Please familiarize yourself with the following training icons:
Content Icon Meaning Activity Icon Meaning
Tip to make your Instructor demonstration to
navigation in the system allow you to see certain
easier functions performed on the
system
Note to indicate that the Discussion with your
following content needs instructor and other learners
extra attention

Best Practice to follow to Activity or scenario to allow


ensure you work as you to practise and apply
efficiently as possible your learning
and achieve desired
outcomes
Evaluation to help
validate your
understanding

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Introduction

Each module is followed by an evaluation. You will be given time to find the information. All
questions will be taken up by the instructor to validate your understanding of the modules
material.

Topics covered in this workbook


This workbook is divided into three modules.
Module # Title
1 Creating order sets
2 Creating SMART forms
3 Modifying SMART forms

Getting help with Wolf EMR


There is an abundant amount of information that you will be trained on and there are advanced
functions that are not covered in this workbook. Please pay careful attention to your instructor
and use this workbook to help you follow along and refer back to. The support does not stop
here!
Wolf EMR has online Help. To browse or search the online Help, from the Wolf EMR Launch

page, click the Help ( ) icon.


The Wolf EMR Community Portal provides an extensive amount of learning resources,
including articles, user guides, training videos, and collaborative forums.
If you want to arrange further training, contact the Client Care Team at 1-866-879-9653 (Option
4) or via e-mail at wolfemr@telus.com, or Create a Case on the Cases page in the Wolf EMR
Community Portal.

Introduction to SMART Forms


SMART forms are Microsoft Word-based form and letter templates. You can use SMART forms
to create electronic versions of standard forms, such as lab requisitions and government forms,
which you can open and fill out in Wolf EMR. You can also use SMART forms as letter
templates for consult letters and referral letters. Using SMART forms, you can:
Pre-populate select patient demographic and other medical information from the EMR into
an electronic version of a form or letter.
Input data into designated text fields and check boxes.

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Introduction

Wolf EMR contains SMART forms for the most common provincial and regional requisition
forms. SMART forms are stored in the Wolf EMR data center, and are available to all Wolf EMR
clients. If the Wolf development team creates a SMART form for other clinics in your region, the
form is automatically available to you from your SMART forms list.
Using Microsoft Word, you can modify SMART forms provided by TELUS Health. SMART forms
you modify are available only to your clinic, and cannot be deleted or updated by TELUS Health.
If you have other form needs, in this course you learn how to build the forms yourself in
Microsoft Word. If a form is complex, and you need help, you can hire TELUS Health technical
staff to build forms for you. For more information, contact the Wolf EMR support team.

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Introduction

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Module: 1

Creating order sets

Introduction to this module

Purpose
This module introduces you to order sets. You explore clinical situations where order sets can
be beneficial, and learn how to create your own order sets.

Objectives
Upon completion of this module, you will be able to:
Describe what an order set is
Create a basic order set
Identify the location of the Wolf Master Templates Directory folder, and the location of your
User Templates folder.

What is an order set?


If you fill out certain requisition forms with similar information for specific groups of patients (for
example, you select the same core lab tests for most diabetic patients), you can create
customized copies of these SMART forms with check boxes and text fields pre-populated.
Customized, pre-filled versions of SMART forms are called Order Sets.

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Creating order sets

Order sets display as "house forms" ( ) in your list of SMART Forms. House forms include
all SMART forms that have been created or modified by your clinic.

Order sets and other house forms are not maintained or updated by TELUS
Health.

When you use an order set for a patient, you can edit the pre-populated data as needed before
you print and save the form.

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Creating order sets

Creating a basic order set


You create an order set by copying the SMART forms Microsoft Word 97-2003 Template file
from the Wolf Master Templates Directory, and then pasting the template in your User
Templates folder with a new name.

Copying template files from the Wolf Master Templates Directory


folder
To open the Wolf Master Templates Directory folder:
On your data center desktop, click the Start menu, and then click
Computer. In Windows Explorer, click Local Disk (C:) > Program Files
(x86) > Wolf > Wolf Lair > Data > Templates
To copy the file, right-click the file name, and then click Copy
(<Ctrl><C>).
There are four file types for each form. Ensure that you copy the
Microsoft Word 97-2003 Template file.

Pasting template files to your User Template folder


To open your User Template folder:
On your data center desktop, click the Start menu, and then click
Computer. In Windows Explorer, click W: > Wolfdata > Templates
To paste the file, right-click the folder window, and then click Paste
(<Ctrl><V>).
Save all order set SMART forms in the Order sets folder.
If an Order sets folder is not available, create a new Order sets folder.

From the User Template folder, open the form (right-click and select Open), fill in the form with
the default information you want, and then save the form. The order set is now available to use
in Wolf EMR.

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Creating order sets

Tips for creating order sets


Naming order sets: Use a name that describes the purpose of the order
set (for example, Male Diabetic over 50 Lab req), also if only one user
will be using the order set, consider including the users initials in the
name.
To open and edit the Word template, right-click the file, and then click
Open. Avoid double-clicking the file to open it, or the changes you make
will not be saved.
You can create as many order sets as you want for one SMART form.
If you just created an order set and it is not available on your SMART
forms list, close the Workdesk and re-open it.
You can make an order set into SMART form favourite.

Practise: Creating an order set


1. Open the Wolf Master Forms Directory folder.
2. Open your User Templates folder.
3. In the Wolf Master Directly folder, find and copy the SMART forms Microsoft Word 97-2003
Template file.
4. Go to your User Templates folder, and open the Order sets folder. If an Order sets folder is
not available, create the folder.
5. In the Order sets folder, paste the copied SMART form template file.
6. Rename the SMART form template file.
7. Open the renamed SMART form (right-click > Open).
8. Fill-in the SMART form with the default information you want.

9. Click Save ( ).

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Evaluation

Please complete the following questions.

1. Why is it important that you rename order sets?

2. For your standard lab requisition, you create an order set to use for female physicals. When
TELUS Health later updates the lab requisition with an updated version, is the order set
updated too?

3. When you create an order set, can you:


a) Modify the form itself? (For example, if you want to update the company contact
information)

b) Modify what data is pulled from the EMR into the form? (For example, if you want a
patients consultant MD information to pull instead of the patients family MD)

4. You create a number of order sets that only you will be using. How can you make your
personal order sets easy to find and identify when you want to use them?

End of Module

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Creating order sets

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Module: 2

Creating SMART forms

Introduction to this module

Purpose
This module describes how to create SMART forms for letter templates and fill-in forms.

Objectives
Upon completion of this module, you will be able to:
1. Create a SMART form for a letter
2. Program a SMART form to pull data from the EMR using bookmarks
3. Create a SMART form for a requisition form
4. Add user interface elements, such as check boxes and text fields, to SMART forms.
5. Restrict a SMART form to be fill-in only

Configuring Microsoft Word for SMART forms development


Before you create a SMART form, in Microsoft Word, you must activate the Developer tab, and
enable bookmarks.
To activate the Developer tab, click File > Options > Customized Ribbon, and then in the
Main Tabs area, select the Developer check box.

The Developer tab enables you to:


Add user interface items, including check boxes, text fields, and drop-
down lists
Add editing restrictions

To enable bookmarks, click File > Options > Advanced, and then in the Show document
content area, select the Show bookmarks check box.

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Creating SMART forms

Creating SMART forms for letters


You can create letter SMART forms to use as templates for consult letters, referral letters, or
other types of letters. Simply write a letter in Microsoft Word (using the various Microsoft Word
tools to format your letter), and then save the Microsoft Word document in your User Template
folder as a Word 97-2003 Template file.

Your User Template folder is located in the following location on the data
center:
W: > Wolfdata > Templates
Save all letter SMART forms in the Letter folder. If a letter folder is not
available, create a folder called Letter.

Adding bookmarks
You can use bookmarks to program a SMART form to populate patient, clinic, practitioner, and
addressee data automatically.
To add a bookmark:
1. Open Wolf online help, and then search for and select the Bookmark help topic.
2. In the Bookmark topic, find the bookmark name corresponding to the information you want
to pull.
3. In the Word document, place your cursor where you want the bookmark, and then click
Insert > Bookmark. Copy and paste the Wolf bookmark name. Word inserts a character

( ) where the bookmark is inserted.

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Tips for creating a letter SMART form


If you want your letterhead to display on all pages of the letter, click Insert
> Header & Footer > Header, otherwise, enter your letterhead on the
first page in the regular editing area.
If you want to insert the date that the letter is used, click Insert > Quick
parts > Fields > Create Date.
If you want to see what a particular bookmark is, place your cursor to the

right of the , and then click Insert > Bookmark.


If you want some letter content to display in columns (for example, for
patient information to display in a more compact manner in the Re line),
enter the content in a table, and then hide the borders.
To insert an MDs electronic signature, insert the MDSignature
bookmark.
For additional information on how to use tools in Microsoft Word to format
your letter, you can ask a question and get help using Microsoft Word

Help ( ).
Leave letter SMART forms unrestricted (avoid setting them to be fill-in
only). This enables users to add or modify text in all areas of the letter.
If you want to set a SMART form to be your clincs default referral letter
template, name the SMART form Consult letter.

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Practise: Creating a letter SMART form


Re-create the following letter as a SMART form. Using bookmarks, program the information
displayed in blue to populate automatically:

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Creating SMART forms

Scenario 1: Creating a letter SMART form


You are creating a letter SMART form to be used as your clinics referral letter
template:
a) Under what Bookmark category can you find bookmarks to pull the
consultants (addressee) name and contact information?
b) If you want to enable users to CC a practitioner on the letter, under what
bookmark category can you find bookmarks to pull a CCd practitioners
name and contact information?
c) What name must you give the SMART form for it to become your clinics
default referral letter SMART form template?

Creating SMART forms for requisition forms and other entry


forms (fill-in only forms)
You can create fill-in only SMART forms, where users can input information only in designated
text fields, check boxes, and drop-down lists. Users cannot edit the content of the form itself.
Fill-in only SMART forms are most often created for electronic versions of standard forms (such
as requisition forms and government forms).
To create a fill-in only form, build the form in Microsoft Word (using the various Microsoft Word
form tools available), and then save the Microsoft Word document in your User Template folder
as a Word 97-2003 Template file.

Your User Template folder is located in the following location on the data
center:
W: > Wolfdata > Templates
Save all requisition SMART forms in the Requisition folder.

Using bookmarks, you can program fill-in only forms to automatically populate data, removing
the drudgery of filling out forms manually. See Adding bookmarks on page 12. Users cannot
edit information pulled in through bookmarks.

Using tables to format SMART forms


Many forms contain a variety of data that is separated into various organized columns and rows.
Using Microsoft Word, the easiest way to create these forms is to build content within tables.
Tables enable you to:
Line up groups of content

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Creating SMART forms

Line up individual items, such as check boxes


Force inputted data to stay within defined regions
You can hide table borders where you don't want table lines to display, or modify border
properties to highlight specific areas. You can also split or merge table cells, and adjust
individual cell widths.

To insert a table, click Insert > Table.

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Tips for using tables to format a SMART form


If the form you are creating is wide, narrow the document margins. Click
Page Layout > Margins > Narrow.
To center the table on the page, right-click the table, and then click Table
Properties > Table > Center.
If you want to change a column width, click and drag the column border.
If you want to change a row height, click and drag the bottom border of
the row.
To hide table borders, highlight the cells you want to modify, and then

right-click the highlighted area. Click Borders and Shading ( ).


To merge (combine) table cells, highlight the cells you want to merge, and

then right-click the highlighted area. Click Merge Cells ( ).


To split a table cell into one or more cells, right-click the cell, and then

click Split Cells ( ).


To add a row to the table, right-click the row above or below where you
want the row to insert, and then click Insert > Insert Rows Above (or
Insert Rows Below)
To prevent table columns from expanding when users enter data, turn off
auto-sizing. Right-click the table, and then click Table Properties >
Table > Options. Clear the Automatically resize to fit contents check
box.
To maximize the amount of space you can use in a cell for content,
narrow the cell margins. Right-click the table, and then click Table
Properties > Table > Options. Decrease margin sizes in the Default
cell margins area.

Adding static elements to a SMART form


When you create a fill-in only form, any content you add, that is not a text field, check box, or
drop-down list, cannot be edited by the user and is therefore considered to be a static element.
Commonly used static elements include text, bookmarks, pictures, shapes, and digital
signatures.

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Tips for adding static elements to a SMART form


Static text:
Use the Arial Narrow font with a size of 10pt or 11pt.
If, in the middle of a sentence, you want patient-specific or practitioner-
specific data to pull automatically, insert a bookmark.
Pictures:
The image file must reside on the data center. You can copy and paste
the picture file from your local computer to the data center.
The file size should be as small as possible. The size of your entire
SMART form should not exceed 200kb.
To ensure that the picture quality is sufficient, test print the form.
For clinic logos and other non-photographic images, use .gif or .png files
(avoid using .bmp files).
Electronic signatures:
To insert a practitioners electronic signature, use the MDSmallSignature
bookmark.

Adding user interface elements to a SMART form


When you use a fill-in only form, you can enter data only in designated text fields, check boxes,
and drop-down lists. These entry items are known as user interface elements.

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To insert a user interface item, click the Developer tab, and then in the Controls area, click

Legacy Tools ( ). Use only tools that are available in the Legacy Forms area.

CAUTION: Do not select items in the ActiveX Controls area. You can use
only Legacy Forms items for SMART forms.

The following table describes the more commonly used Legacy Form items:
Item Description Tips
Text Form Field Insert where you want users to If users may enter a large amount of
manually enter text. Text fields text, ensure the table cell containing
( ) display as grey areas on the the text field is large enough to
form. accommodate the text.
Set the font to be different from the
form font. This way it is easy to
distinguish entered data. (Use
bolded text with a Times New
Roman font type and a point size
of 10 or 11.)
To restrict what and how much data
can be entered in a text field, right-
click the text field, and then click
Properties.
Check Box Insert where you want to If you want to resize the check box,
Form Field present options from which a or if you want the check-box to be
user can select. selected by default, right-click the
( ) check box, and then click
Properties.

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Item Description Tips


Drop-Down Insert where you want users to To define what items are to display
Form Field select only one option. Users in the list, right-click the item, and
cannot select multiple items in then click Properties.
( ) a drop-down list.
Tip: Make the first item on the list an
instruction to the user. For example,
Choose an option..., or Select a
gender

Restricting a SMART form to be fill-in only


A SMART form becomes fill-in only when you add editing restrictions to the form. If you later
want to modify the base form, you must remove editing restrictions first.
To set a SMART form to be fill-in only:

1. Click the Developer tab, and then click Restrict Editing ( ).


2. In the Restrict Formatting and Editing pane, select the Allow only this type of editing in
document check box and then, in the drop-down list, click Filling in forms.
3. Click Yes, Start Enforcing Protection.

When you are prompted to create a password, leave the password fields
blank. You are not required to create a password for a form.
Recommendation: Avoid adding a password to your SMART forms or you
risk losing editing access to the forms if you forget the password.

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Practise: Creating a requisition SMART form


Re-create part or all of the following requisition form as a SMART form. Insert bookmarks, text
fields, check boxes, and drop-down lists where indicated.

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Creating SMART forms

Scenario 2: Creating a requisition SMART form


You are creating a SMART form to be used as an electronic version of a
diagnostic imaging clinic form:
a) The form contains required fields that are indicated by an asterisks (*). Can
you program the electronic version the form to force users to fill in those
fields (for example, to not allow the user to print or save the form until they
complete those fields)?
b) The form contains two columns of instructions at the top. In Microsoft
Word, how should you create the instruction area?
c) After you finish and release the SMART form, a user complains that when
they enter information in the form, the entire form starts to skew (the
column expands, and other columns become narrow). What is the cause?

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Evaluation

Please complete the following questions.

1. In fill-in only forms, why should the font for bookmarks and entry fields be different than the
font used for the forms static text?

2. What is the downside of adding check boxes to SMART form letter templates?

3. A user complains that they cant select check boxes on your SMART form. Why is this likely
happening?

4. You have created a fill-in only form that contains a problem list bookmark. If, when you use
the form, you notice that the pulled-in problem list is missing a problem, how can you add
the additional problem to the SMART form?

End of Module

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Creating SMART forms

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Module: 3

Modifying SMART forms

Introduction to this module

Purpose
This module provides an overview of how to modify your own SMART forms, and SMART forms
provided by TELUS Health.

Objectives
Upon completion of this module, you will be able to:
1. Modify a SMART form.
2. Remove any editing restrictions on a SMART form template.
3. Combine multiple forms into one order set.
4. Use the same bookmark multiple times on a single SMART form.

Modifying SMART forms


You can edit any SMART form, even if it is provided by TELUS Health. Common edits include:
Changing bookmarks (for example, to pull Family Practitioner details instead of Consultant
details)
Updating the base form (for example, a diagnostic imaging company changes their location
and you want to update the companys form to have the correct contact details)
When you modify a form that is originally provided by TELUS Health, you save the modified form
as a "house" form. You cannot modify the centralized form on the Wolf EMR data center.

Please be aware: Because modified forms become house forms, these


forms cannot be maintained or updated by TELUS Health.

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Modifying SMART forms

If you are modifying a form provided by TELUS Health, copy the form Word template file from
the Wolf Master Templates Directory and paste it to your User Templates folder. See notes on
page 7.
From the User Templates folder, open the form you want to modify, remove editing restrictions,
and then modify any content as needed.

Tips for modifying SMART forms:


If you want to modify only certain check boxes, text fields, and drop-down
lists so that they are pre-filled with information, create an order set. see
Creating order sets on page 5.
To remove editing restrictions, click the Developer tab, and then click
Restrict Editing > Stop Protection.
SMART forms typically have four files in the template folder. Always modify
the Microsoft Word 97 - 2003 Template file.
CAUTION: Do not double-click to open and modify the form. Always right-
click and then click Open. If you double-click the form to open it, any
modifications you make are not saved.

Practise: Modifying a SMART form


1. Open the Wolf Master Forms Directory folder.
2. Open your User Templates folder.
3. In the Wolf Master Directly folder, copy any SMART forms Microsoft Word 97-2003
Template file.
4. Go to your User Templates folder and paste the copied SMART form template file.
5. Rename the SMART form template file to Test modify.
6. Open the renamed SMART form (right-click > Open).
7. Remove form restrictions.
8. Modify some static text on the form (for example, the clinic/program contact details).
9. Delete and add a new bookmark in any field on the form.
10. Set the form to be fill-in only.

11. Click Save ( ).

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Modifying SMART forms

12. (Optional) Open the form in a test patients record to ensure your modified form is available
and that the changes you made are present.

Combining multiple forms into one order set


If you often use a complete set of forms for certain types of patient visits (for example, prenatal
tests), you can combine multiple forms into one order set.

Order sets and other house forms are not maintained or updated by TELUS
Health.

To create a multi-form order set, you copy and paste the contents from multiple forms into one
Microsoft Word template.
High-level steps:
1. For the SMART forms you want to combine, copy the Microsoft Word 97-2003 Template
files from the Wolf Master Templates Directory, and then paste the files into the Order sets
folder in your User Templates folder.
2. Open the first form to display in the order set. Remove any editing restrictions on the
template, and then save the template with a new name, using a name that describes the
purpose of the order set (for example, Prenatal exam forms).
3. Open the Word template for the next form to display in the order set. Remove any editing
restrictions on the form, copy the contents of the entire form, and then, paste the forms
contents in the first template. Repeat this step for all other forms to be included in the order
set.

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Modifying SMART forms

Tips for combining multiple forms into one SMART form


When you open a Word template, always right-click the file, and then click
Open. Avoid double-clicking the file.
In Microsoft Word, ensure you enable the Developer tab and set
bookmarks to show before you make modifications to the SMART form.
When you copy and paste contents from one template into another
template, use the following shortcuts in Microsoft Word:
<Ctrl><A>: to select a documents entire contents.
<Ctrl><C>: to copy the selected content.
<Ctrl><End>: to take you to the very bottom of a document.
<Ctrl><V>: to paste copied content.
If a form is built in a table, ensure you place your cursor below the table
before you paste the contents of the next form.
If there are identical bookmarks used between the combined forms (for
example, patient last name [PatientLName]), only the first bookmark
remains and all remaining instances disappear. Re-add the bookmarks,
but with a unique number following the bookmark name (for example,
PatientLName2).
After you finish creating the order set, ensure you restrict the form to be
fill-in only.

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Evaluation

Please complete the following questions.

1. After you modify a SMART form, a user complains that they can no longer select check
boxes on the form. Why is this happening?

2. You have just created an order set that contains 3 forms in one SMART form. When you test
the SMART form in a patients record, you notice that the patients last name is not pulling
into the second and third form. Why is this happening?

3. When you open a SMART form Word template to modify it, you notice that you cant see any
bookmarks. How can you display the bookmarks?

4. When you are creating a multi-page order set, in Microsoft Word, what is the quickest way
to go to the bottom of the template so you can copy and paste the contents of the next
form?

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Modifying SMART forms

End of Module

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Questions?
WolfEMR.Support@telus.com

1-866-879-9653 (Option 1)

https://telushealthcommunity.force.com/wolfcommunity