EForm groups are sub-lists of eForms that allow clinics to categorize their forms to make them easily accessible. Common groups, for example, would include all laboratory requisitions, diagnostic imaging requisitions or all the forms for a specific hospital.
EForm groups are created and managed by your system administrators. If you are a system administrator and would like to know more about creating and managing eForm groups, then you came to the right place. Keep on reading!
Accessing the eForm Groups Section
To create and manage eForm groups, you will first need to navigate to the eForm Groups page in your administration panel. Follow the steps below to do so:
- Click on ‘Admin’ (Juno interface) or ‘Administration’ (Classic interface) at the top of the screen to open the administration panel.
Note: If you are using the Juno interface with a small resolution screen, your ‘Admin’ option may be located under the ‘More’ menu. Simply click on ‘More’, then click on ‘Admin’ to open the administration panel. - On the left, click on the ‘Forms/eForms’ menu item to expand this section of the admin panel.
- Click on the ‘eForm Groups’ link to access the eForm Groups page.
The eForm Groups page can also be accessed by clicking on ‘eForm Groups’ from the top of the ‘Manage eForms’ section.
The eForm Groups page looks like this:
Creating a New EForm Group
To create a new eForm group, type in the name of the group in the ‘Add Group’ field located towards the top of the page. It is identified in red in the screenshot above for ease of reference. Once done, click on the ‘Add Group’ button to add the group.
Once the group is created, it will appear in the table underneath with the name you saved under the ‘Group Name’ column, and the number zero (0) under ‘eForms’ which lists the total number of eForms included in that group.
Adding eForms to an EForm Group
To add eForms to a group, select that group from the list of groups on the left. The selected group will have a green background like the group named ‘Alberta’ on the screenshot above and will appear on the right with the list of eForms currently included in the group.
Click on the ‘Add eForm’ button. The ‘Add a form to group’ overlay will appear.
Use the dropdown menu to select the form you would like to add to the group, then click on the ‘Add eForm to Group’ button to add it to the group.
Removing EForms and EForm Groups
To remove an eForm from a group, select the group then click on the delete icon on the left of the eForm name.
To remove an eForm group, click on the delete icon on the left of the group name.