Looking for input. Add Document Templates feature to encounters

After having finished the portals Document Templates feature use from patient documents I thought I could integrate in form encounters.

You can create/add templates at Miscellaneous ->Portal Dashboard then Templates

I’m looking for ideas, comments or if it is an useful integration. I’m not looking for it to replace LBF but perhaps an easier way to create encounter forms that don’t require much logic. So pretty much data gathering type forms or documents.

I currently have the capability to add a template to an encounter from dashboard audit or maybe I’ll add a review button in encounters with capability to pull form in or send a follow up to the patient.

I recommend you try it out from patient documents using dev demo farm

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I think this will be a great feature to have! I have been creating my own custom questionnaire using the LHC-Form Builder and then importing it into OpenEMR. It’s a roundabout way of doing things, but at our clinic, we have found this way of inputting information into the questionnaire to be very helpful. For example, we have forms that record injection records and simple procedures such as ear lavage, suture removal, etc. These encounters do not require much logic at all, as you said.

I was actually working on this yesterday.
I thought about adding the LHC Form builder as a module to OpenEMR. Do you think that would make the feature easier and provide a better opportunity for it’s use?

I’ve also been looking into adding as a top level feature. e.g. in demographic dashboard. As a dev I think this would be useful but often times what I think as an engineer isn’t in agreement with the clinicians POV. I just want to ensure that the many hours I donate to these features are advancing the EMR.

Thanks for responding and hope all will know that I pay close attention to suggestions.

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that sounds like a great idea Jerry. The other thing i’ve been wondering about is the ability to maybe flag a piece of questionnaire data so it could be automatically input to say a demographic field?

If I create a module for the form builder that I can modify, this becomes much easier to implement and is one of my design bullet points.

The form render has the option to pre-populate but the problem becomes how to flag that data universally.

Right now I’m looking at moving the feature out from the portal to a module to make it universal.

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A few years ago I modified the New Document feature in Miscellaneous top to allow selecting a patient to do document work with. I currently have brought up to date for next patch but I’m now thinking of removing and refactor back to original.
The original point for New Document is to upload documents for patients not in system yet.
My mod allows selecting patients to say upload any/all documents from the days work from one place at end of day and so forth.
Curious if comments. Was going to fix it to allow doing document templates here as well.

Hi @sjpadgett, thank you for working on this software. I am still learning my way around here. I have a question: if you upload a document to a patient not yet in the system, where does it go? and how can you attach the file to the patient later on?

Yes this would be a good add on.
It can always be implemented as a choice. SO that if someone doesnt want to use it can continue to use the old openemr.

Upload file as normal then use the property tab to move document where you want.

I wonder if this can be used to collect documents / files uploaded by a scanner (SFTP, Network, SharePoint) to Misc catagory in (i.e. /mnt/scan_docs) then assign it to a patient and the right catagory.

This will be one step less than scan to PC then upload to a patient

Possible, will have to see but my projects are piling up with all the good feedback I’m getting from you community guys. So I’ll put this on my list.

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