Work with Forms

axiUm allows you to manage electric forms attached to a patient record. This includes adding and completing forms; approving and obtaining signatures; assigning forms to users; updating a form's status; and tracking question/answer information over time (including full audit history).

When necessary, you can review form answers and update them to keep records current and view historic data to see previous answers.

A variety of forms is available to suit different tasks:

• General/EPR forms
• Lab Order forms
• Referral forms
• Provider assignment forms
• Treatment forms

You can open forms from different axiUm modules including EHR, Patients, Perio, Ortho, Attachments/Consents, Personal Planner, PatientAccess, and FacultyAccess.

Note: For this helpfile’s purposes, instructions are based on the EHR module unless otherwise specified.

Single Instance vs. Multi-instance Forms

Single instance forms can only be entered on a patient’s record once. The answers can be updated, but the patient cannot have more than one on file.

Example: A medical history form should only be added to a patient’s account once, and then updated at each subsequent visit.

Multi-instance forms can be entered on a patient’s record more than once. Some treatments require a new form each time the treatment is performed. Multi-instance forms are displayed under the name of the form, ordered by their completion dates.