Entering Data on a Clinical Form

Select the Summary Form as described in How to access Summary Forms.

1. To add, edit or delete a record, point the cursor directly at a field prompt, right mouse click and using the left mouse, select either Add, Edit or Delete.
2. Once an -Add screen displays, the screen usually has a default term or READ description. You can either leave and accept this, or amend it to your own READ choice, using the default code as a starting point.
3. Complete the other entries on the form as required (some may be optional which you can leave). Entries may be in the form of a picklist, or in free text.
4. Click on OK when your entries are completed.
5. This automatically displays the next entry screen for the prompt in Add mode. Make your entries and click OK.
6. If you do not need to make an entry on a form: either press Cancel to finish altogether, then Close to exit from the form.
7. Or you can use the options at the bottom of the screen: Previous Next, Skip To with a list of other fields on that tab.
   • Next - You can skip to the next Add-screen where there is no entry, by using the Next option at the bottom of the screen.
   • Previous - If you click on Previous (though this is disabled if it is the first entry on a screen), you will display the previous field's data entry screen.
   • Skip To - If youclick on the down arrow (to the left of Skip To). a list of entries on that tab displays in the middle section at the bottom. Click on one to select it and then click on Skip To to display that screen.
     Note - If a title is marked with a red cross , there is no entry yet; and if with a green tick, a record has been entered.
8. If on a Tabbed form, when you have made all the entries on that tab, you will find after completing the last entry that you will be returned to the main screen. You can then click on another tab to complete another series of forms. Pressing Cancel will return you to the main screen.
9. The Problem icon on the main screen will allow entries to be removed from a problem list. First select the icon (it will appear depressed) and then double click on the item to be removed from the Problem View for that problem.
10. When the form is completed, click on Close.