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Home > EMResource > Guide - Forms > About Forms

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EMResource forms

help you gather information from or provide information to your regional users. These configurable questionnaires

are an effective way to gather and disseminate information. Forms are configurable and can take on a variety of behaviors, depending on how they

are activated

are activated and who is responsible for completing them.

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Some

examples of

frequently used forms

include

are:

Status Change - answer questions related to your change in status
Syndromic Surveillance - answer questions about the nature of patients presenting to the emergency department
Incoming Patient - receive information about an incoming patient

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Read the following sections to learn about form life cycle, access and queues, activation, and more.

Life Cycle

Forms are available to be activated via a user link or the Activate Forms option (under Forms). The following table shows the life cycle for the form activation and completion processes:

Form Life Cycle

After a form has been created and configured, there are several additional stages in its life cycle. Namely, it must be activated, submitted, delivered, and acknowledged. More information about these and other stages is documented in the table below.

Step	Description
Activate

Initiate use of this form:

To initiate the use of a form, it must be activated. There are three ways to activate a form.

You can activate a

Activate the

form to complete and submit it yourself.

Activate it

You can activate a form for others to complete and submit.

System activates it

The solution can activate forms based on a specific status change or time of day.

Pending

Queue containing the user's

Forms that are pending (not yet completed)

forms

are listed in your Form > Form List > My Pending Forms queue for your review.

Complete and Submit

Open the

To complete a form, you must open it, enter

or select the answer for each question

the required information, and submit

the form; some questions may require an answer.Tip: You can also save a partially completed form to return to

it

later

.

System

The solution delivers completed forms via web, email, and/or text pager, as specified in the form setup.

Form creator

When creating the form, you can set up

Read Receipt

read receipts for any form that a user

activates in order to complete and

must activate to submit it.

Deliver

System

The solution delivers the completed form to the appropriate

person(s)

persons.

Acknowledge

Recipient

The recipient acknowledges receipt of the completed form.

System

The solution records the date and time the recipient acknowledges it; this information is sent via a read receipt to the user who completed the form.

Receiving Forms

If you

are authorized

have permission and/or are required to complete forms,

you will be notified and you can access the form in the following ways.When you log in to the application, the system automatically opens a window showing your first pending form. When you are already using EMResource and a form arrives, the form

when you open the solution or a form arrives, the Form window opens and an audible alert

plays

sounds.

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The

right side of the title bar (in most pages) shows the pending forms (number) action button.

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number of pending forms also appears on the page action bar and acts as a link to the Forms List.

Also, when

When

you receive a completed form, the form window opens and an audible alert

plays.

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From here, you can Acknowledge the form. Thereafter, the form

sounds. If you acknowledge the form, it is available in your My Recent Forms

queue (

list for 24 hours

)

. You can also run a form report to view its details.

Forms

Queues

List

The

My

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Forms List

may contain several queues, including pending forms and those that you have started but not yet completed.

, accessed through the main menu under Form, contains three sections including My Pending Forms, My unsent Forms, and My Recent Forms.

My Pending Forms

You can view pending forms

at any time

by clicking Pending Forms in the page action

button

bar or

opening

through the

Form menu in the main navigation bar and selecting

main menu, by clicking Form and selecting Form List. The forms you have received and not yet completed appear in

the

the My Pending Forms

section of the My Forms List queue

section.

If you start a form and save it as a draft, it remains available to you in

this queue

the Pending Forms list.

My Unsent Forms

Forms that you complete without designating recipients appear in your My Unsent Forms

queue

list. You can click Send to select recipients and send the form.

If

Alternatively, if the form is not mandatory and you no longer want to submit

the formRefer also to Save and Complete

it, you can click Delete

, as long as the form is not set up as a mandatory form.

.

My Recent Forms

In any form's life cycle, there are essentially three

"actors":Individual

actors. The person who activates the form

Individual and/

, the person or resource completing and submitting the form (this can

also

be

the activator)Individual and/

the same as the person who activates the form), and the person or resource receiving the completed form.

If you are involved with the form in any of these ways, the form appears in

your

your My Recent Forms

queue

queue for 24 hours after receipt. Even if you did not complete the form, it will appear in this queue if you or your resource was listed as responsible for it.

For example,

the first shift nurse at your facility completed it. You can view it during your shift, as long as it is within the 24-hour timeframe

if your resource is responsible for completing and submitting a form, and someone else completes it before your shift, you can still view the completed form for 24 hours.

Incoming Patient Notifications

The

Form menu also

Forms List also provides access to

the

incoming patient

notification feature

notifications.

Activation

If you

are authorized to do so

have the appropriate permissions, you can activate a form

. Activating a form delivers it to the appropriate user's EMResource page so that user can complete it right away or opens a blank form to complete, depending on how that form was configured. If the user is not logged in to EMResource at the time the form is activated, the system delivers the form when the user next logs in to the application. The system places any forms not completed into the user's queue for future access and completion. The exact nature of the activation (who and when) depends on the form's settings

and it will be delivered to the designated person or resource. If the recipient is logged in to EMResource, activated forms open in the form window to complete right away. If the recipient is not logged in when the form is activated, it is delivered at their next log in. Forms that are not completed appear in the person's queue so they can access and complete it in the future.

When sent to a resource, all users with rights to that resource

will

receive the form unless

the user has been granted

Type of Activation

they have the Form - Do not participate in forms for resources right.

An authorized user can activate a form as follows:

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The exact nature of an activation (who and when) depends on the form's settings. Forms can be activated as described in this table.

Activation	Triggering Action

Example
On demand

, when an authorized user

An authorized person clicks the form's quick link

(if set up that way for your region)

or accesses a form

by choosing Activate Forms from the Forms menu.

Dog bite report accessed by clicking an icon (quick link).

through the main menu, by clicking Form > Activate Form, and chooses to send the form.

A dog bite report is accessed by clicking a quick link.

A dispatcher

Dispatcher

completes a form on a patient being transported and routes it to the destination facility.

When a specific

Status change

A specific resource status is changed

for a resource

.

System activates form every

Every time a hospital

goes on "closed" status; queries

status is marked closed; querying for specific conditions.
Automatically	Forms can be triggered at specific

time(s)

times during the day.

Syndromic

The solution automatically delivers the syndromic volume form

the system delivers

at 0700 daily;

queries

querying for the number of patients presenting with certain syndromes in the

Save and Complete

You can save the

data

information you enter

into

on a form without submitting it. This allows you to pause the form process and return to it later. This is especially convenient when you need to locate additional information.

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Click Save as Draft to save the form without submitting it. If you have completed the form, click Submit.

Note: EMResource also automatically saves your work periodically so that you do not inadvertently lose changes

and additions

.

Read Receipt

Users may encounter situations where they need to know that a particular completed form has been viewed by the specified recipients

A read receipt lets you know when recipients view the form. For example, after a dispatcher activates

a patient form, fills in the patient's transport and critical medical detail

, completes, and sends

it to the appropriate facility for review. The dispatcher needs the receiving hospital to confirm receipt of

a patient form to a facility, they may want a read receipt to confirm that the receiving hospital has seen the form.

Form Activation

You can configure a form to require confirmation of receipt. The option is available for those forms that employ Form Activation option User Initiate & Fill out Him/Herself.

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Once that option is selected, enabling the Read Receipt feature is as simple as selecting the check box.

Form Delivery

For read receipt forms, you must choose one of the

following Completed

following Completed Form

Delivery options

Delivery options: User to Individual Resources

or

or User to Individual Users.

Notification Sound

and Pop-up

You can also indicate the

specific

specific Notification Sound

that

that alerts the recipient to the arrival of the completed form. You can choose from several alert options, allowing you to associate a specific sound with this form.

When the recipient acknowledges the form, the

system

solution records the date and time and returns this information via a read receipt to the

individual

person who activated and completed the form. The same sound alerts this individual of the read receipt arrival.

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If you receive confirmations from multiple individuals, they all appear in the forms pop-up window. In addition, if you receive multiple types of notifications, read receipts will open first.

Form

Pop-up

Notifications

Forms you need to complete appear in the form notification window when they arrive or when you first log in to EMResource.

When a form arrives, the form window opens and an audible alert

plays

sounds.

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From here you

You can acknowledge the form, review it, or print it. You may also be able to delay viewing or acknowledging the form by

clicking

clicking snooze. If the form requires action, the window will re-appear periodically until you take that action.

To view the details,

click

click Review Form. It opens in a new window. You can also print the report from this window.

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If you receive confirmations from multiple individuals, they all appear in the forms window. In addition, if you receive multiple types of notifications, read receipts will open first.

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Key

Life Cycle

Form Life Cycle

Receiving Forms

Forms