Forms

Forms allow you to view and manage a specific type of information in a record, such as provider education or specialties, assignment types, group addresses, committee members, meeting attendees and so on. There are over 75 different forms to help you select the information you need.

Your organization can also rename forms to better suit your needs. If you can't find a form, contact your application system administrator.

When you open a form, you will almost always be presented with the Find (Select) Modal to locate the record you want to view using the form. In most cases, this will be a provider record, but depending on the form, it could be for example, a group, a meeting, or a committee.

Once you select a form and a record, you will either be prompted to create a new record or the form will open in the active work area. Many forms open in list view, while others open in detail view. List view displays a list of available records, and new records display at the bottom of the list. Detail view displays the detail for the selected record. In many forms, you can edit all or part of a record in either view.

Many forms and divided into collapsible sections, which allow you to focus on specific areas of the form. Click on the arrow next to the section name to expand or collapse the section. Some section headers may also include additional options, such as Find, Edit, or Remove. Once you expand a section, you will see many standardized Field types and Grids to view and enter information. Some fields may be prepopulated with existing record information, others will also be grayed out as read-only fields.

Some forms, further organize information on separate tabbed pages. Click on a tab header to navigate to a specific page of information within a form.