How to Create a Custom Form

EMR User Guide
EMR Custom Forms

How to create a custom form 

 
To create a custom form, ensure you are signed in to Ambiki and on the main dashboard:  

  1. On the top left-hand side click on ‘Organization menu’ and select ‘Custom forms’.  

Selecting Custom forms from the Organization menu
 

 


 
 2. On the top right-hand corner, click on ‘Add new custom form’.  

Adding a new custom form
 
 
 




 3. Click on ‘Start from scratch’ to create a new custom form. Alternatively, you can clone an existing template and edit it to suit your needs. 

Selecting the start from scratch option
 
 




 
 4. If you chose to ‘Start from scratch’, input your form label, form description and form type details as needed. Click on ‘Accept’ to begin creating the custom form. 

Inputing the form details.
 
 




 
 5. Build and customize your custom form as needed using the Component palette on your right-hand side and click on ‘Preview and save’ to preview your custom form. 

The custom palette and previewing and saving the custom form
 
 
 




 6. You can add any additional instructions or information to your document if needed and once done click on ‘Save template’ to finish creating your custom form. 

Saving the template
 
 




 
7. The following are the different standard components you can use to build your custom form: 

  • You can add a Text Area which is meant to be used to capture a large block of text. 

A text area component
 
 
 



 
  • You can add Checkboxes which are meant to allow you to select multiple options from a group. 

A checkbox component
 
 
 




 
  • You can add Radio Buttons which are meant to allow you to select one thing from a group of options. 

Radio button components
 
 
 



 
  • You can add Toggle Buttons which are meant to give you a group of options in which you can select a left defined value, a right defined value, or middle "off" value. 

Toggle button components
 
 



 
 
  • You can add select Dropdowns which are meant to allow you to select one thing from a group of options. 

Dropdown component
 
 
 



 
  • You can add a Short Input which is meant to be used to capture a sentence or less of text. 

A short input component
 
 
 



 
  • You can add Checkboxes with text input which are designed to allow you to select multiple options from a group and provide supplementary text for each selection. 

checkbox with input component
 
 
 



 
  • You can add a Filtered Input which is meant to be used to capture a sentence or less of text or to capture a specific input type. 

Filtered input component
 
 
 




8. The following are the different document components you can use to build your custom form: 

  • You can add a Document Date component to capture the date. 

Document date component
 
 



 
 
  • You can add a Discipline Select to allow you to select disciplines for the document from a group of allowed disciplines. 

Discipline select component
 
 
 



 
  • You can use the Link Evaluation or Link Plan of care component to link an evaluation or a plan of care to the document. 

Link plan of care component
 
 
 



 
  • You can add the Goal editor component to add goals to the document. 

Goal editor component
 
 
 




9. The following are the different visual components you can use to build your custom form: 

  • You can add a Header component to give you a bolded text section heading. 

Header component
 
 



 
 
  • You can add a Text Block to give you a block of text where you can give inline instructions or information. 

Text block component





10. To publish a custom form, navigate to the custom forms page (see step 1). Choose a custom form template and click on the ellipsis icon and select Publish Template. 
Publishing a template
 
 

 

11. To set a form as the practice default, ensure that it is published. Click on the ellipsis icon on the form template and select Make default Evaluation. 
Setting an Evaluation as the practice default
 
 
 
 

12.  To change forms, navigate to ‘patients’ -> click on ‘view’ for a specific patient -> click on ‘Evaluations’ -> click on ‘Add an evaluation’ -> click on Change form on the top right-hand side and select a form template. Ensure you have the correct discipline and credentials on your profile to access the corresponding templates. 
Changing forms