Personal tools
You are here: Home / Older Versions / V 9.x / 2.0 Clinical Functions / 2.3 Forms / 2.3.1 Forms Introductions and Directions

2.3.1 Forms Introductions and Directions

Provides an overview of Forms and directions on accessing/using them.

Forms Overview


  • CURRENT FORMS: to view current forms added to the patients chart click on the arrow beside the word current forms & then click on the form you want to view or add to
  • ADD NEW FORM: Click on the arrow for a drop-down menu of the forms available and click on the desired form to add to the patient’s e-Chart. Annual cpx - ALPHA - T2 Diabetes - Mental Health Referral - AR1 & AR2 forms.
  • OLD FORMS: when you create a second type of form that has already been created, the current form will move down to OLD FORMS. (ie annual health review in 2001 will move to OLD forms when annual review is created for 2002)


  • Data can be extracted for statistical purposes
  • Ease of comparison from year to year
  • The program pulls the patient’s demographic information in automatically and will not allow you to enter incorrect data. If a demographic change has to be made, the change can not be made here. The users must go back to the Patients Detail Record to make any changes, preventing loss of important demographic changes.
  • Specific text areas allow you to add free flowing text to certain areas
  • When you view the OLD FORMS you can see the Created Date and the Edited Date


  • Patients demographic information will be automatically pulled from the Patient’s Detail Record
  • Use the TAB key to advance through the form
  • Where there is a checkbox, you will have to click with the mouse to check off the appropriate box or press the spacebar
  • Be sure to note if the form has more than one page, and SAVE EACH PAGE before proceeding onto the next
  • Before exiting, you must SAVE the form. In order to view the forms that have just been completed, refresh the encounter screen by pressing F5


Customizing Your Forms



You must be in the Administrative View of OSCAR to select which forms will be available in your patients' Encounter screen.  See Chapter 14- Select Forms for details.


You can make your own electronic forms using OSCAR's e-form function.  See Chapter 12: Creating Your Own for instructions on making and uploading customized HTML forms.
These forms are used in the same way the regular electronic forms are used, but are located in a different area of the oscarEncounter screen.  See Chapter 12: Adding E-forms for instructions on how to fill out, save and access your e-forms.

Document Actions