[ Help Main ] > [Main Navigation Bar] > [Misc] > [Customize] > Create/View Form/Drawing Templates

Purpose: Allows the user to create a form and attach this from to a patient. Once the form is uploaded and attached to a patient, the use can use the drawing tool and draw on the from. “The Form & Drawing Templates (Substrates)” page shows a list of forms the user had uploaded. The user can sort the list by clicking the column header.

To create a new form:

1. Scan in the form or picture you wish to upload.
2. Click on the “Create New Form/Drawing Template” button. The system will prompt you to enter the new Substrate name.
3. Enter the new Substrate name and click the “OK” button. The system will bring you to another page.
4. In the “Substrate Name” field, enter the name you wish to give this form.
5. In the “Description” field, enter the description you wish to give this form.
6. In the “Dimensions” field, enter the width and height.
7. In the “Category” field, enter the category you wish to give this form.
8. For “Substrate Type”, enter the appropriate type.
9. In the “Number of Pages” field, enter the number of pages you wish to upload.
10. In the “Page Name” field enter the name you wish to call the page that you are planning to upload.
11. Click the “Browse” button to browse for the form/picture you wish to upload from your desktop.
12. Click the “Save Page” button to save this page.
13. The form you uploaded will appear in the Form & Drawing Templates (Substrates) page.

Attaching a form to patient:

1. From the patient’s navigation bar go to “ Images” then “Document Form/Drawing”
2. From the list, select the form you wish to use for the patient.
3. Use the tools on the left hand side to help you draw on the form.
4. When done drawing, click the “Save” button to save the drawing.

You can view the list of drawing you have for the patient
From the patient’s navigation bar go to “Images” then “List Forms/Drawing”

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