Sheet Field Types
In a custom Sheet, various Sheet Fields can be edited, added, or formatted.
The fields available show in the panel on the right of the Edit Sheet Def window. Availability of fields varies by sheet type.
Click a button on the right side of the screen to insert a sheet field.
Also see our Webinar: Understanding Sheet Field Types
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 | SigPractice | 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 | ||||||
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 | ||||||
TreatmentPlan | x | 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 | |||||
RxMulti | x | x | x | x | x | x | x | x | x | |||||
ERA | x | x | x | x | x | |||||||||
ERAGridHeader | x | x | x | x | x | |||||||||
Patient Dashboard | x | x | x | x | ||||||||||
Chart Module | x | x |
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.
The alignment options are useful for aligning columns or rows of checkboxes or text fields. First select multiple elements, then click an alignment 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: 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.
Define the order followed when users fill out the form and press Tab. Tab orders can be used on Input Fields and Checkboxes.
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.