How to start a form

Before you start a form you first need to establish which patient you are creating the form for. There are two ways you can start a new form:

1. Searching for the patient

2. Go to the patient from the caseload

Searching for a patient

1. Go to Search Patient on the left hand navigation screen.

2. Enter the patient’s information. As a minimum you only need to enter the patient’s surname.

3. If there is a match you can select the patient, if there is not a match you can create a patient. You can see our help guide on how to do this here.

4. Select start form next to the type of form you want to complete.

5. Type the form you would like to complete and click Start Form.

From the caseload

1. Locate the patient in your caseload.

2. Click the MENU button and select Open.

3. Click the MENU button at the top of the screen on the patient banner and then click go to patient.

4. Select start form next to the type of form you want to complete.

5. Type the form you would like to complete and click Start Form.