Sheet Field Types

When Edit Sheet Def, you can add, edit, and format sheet fields. The fields available show in the panel on the right of the Edit Sheet Def window. Availability of fields varies by sheet type.

Field Types

Click a button on the right side of the screen to insert a sheet field.

As you add fields, the items will show in the Fields list. Double click a field to edit or delete.

Do not overlap fields. Overlapping fields will cause annoyances. There is no way to set which fields draw first, so if you try to put a checkbox on top of a paragraph of text, for example, then the checkbox could easily be hidden under the white background of the text box.

Some exceptions:

The fields available for a sheet depend on the sheet type:

Sheet Type OutputText StaticText InputField Line Checkbox Rect StaticImage Signature ComboBox PatImage ScreenChart Grid Special
LabelPatient x x x x x x x x
LabelCarrier x x x x x x x x
LabelAppointment x x x x x x x x
LabelReferral x x x x x x x x
ReferralSlip x x x x x x x x x x
Rx x x x x x x x x x
Consent x x x x x x x x x x
PatientLetter x x x x x x x x x
ReferralLetter x x x x x x x x x x
RoutingSlip x x x x x x x x
PatientForm x x x x x x x x x
MedicalHistory x x x x x x x x x
LabSlip x x x x x x x x x x
ExamSheet x x x x x x x x x x
DepositSlip x x x x x x x x x
Statement x x x x x x x x x
TreatmentPlan x x x x x x x x x x
Screening x x x x x x x x x x x
Payment Plan x x x x x x x x x x x
RxMulti x x x x x x x x x x
ERA x x x x x x
ERAGridHeader x x x x x x

Adding or Removing Pages

A sheet can be up to 10 pages long.

Add: Append one page worth of editable space to the end of the sheet. Top and bottom margins will be applied. Page break is indicated by a darker dotted line.

Remove: Remove one page of editable space from the end of the sheet. You cannot remove space that contains fields.

Note:

  • Items should not be placed on a page break line. Any fields on a page break line will be divided in two when printing.
  • Blank pages at the end of the sheet will be removed when Filling Out the Sheet.
  • If using Web Forms, each sheet must contain input fields for first name (FName), last name (LName), and Birthdate.


Vertical and Horizontal Alignment

The alignment options are useful for aligning columns or rows of checkboxes or text fields. First select an element, then click a button to perform an action.

Top: Align all selected elements with the top-most selected element.

Left: Align all selected elements with the left edge of the left-most element.

Center: Align all selected elements in the center.

Right: Align all selected elements with the right edge of the right-most element.

Copy/Paste

Copy: Copy the selected element to the clipboard.

Paste: Paste a copied element to the sheet. Pasted elements appear in the upper left corner of the preview panel.

Tab Order

Define the order followed when users fill out the form and press Tab. Tab orders can be used on Input Fields and Checkboxes.

  1. Click Tab Order to switch the window will switch to tab order mode.
  2. Click on each field to assign its tab order. The corresponding order number will appear on the field and in the Fields list. To remove a tab order, click on the field again (it will change to zero).
  3. To exit tab order mode, click Tab Order again.

Tips

Hotkeys are supported when editing sheets. Click the tips link in the lower right corner to see the supported hotkeys:

Ctrl+C: Copy

Ctrl+V: Paste

Alt+Click: 'Rubber Stamp' paste to the cursor position.

Click + Drag: Click on a blank space then drag to group select.

Ctrl + Click + Drag: Select multiple fields, then move as a group.

Delete or Backspace: Delete current selection.