Manage smart forms
Take control of your workflow with powerful Smart Form management tools built into our EHR. Easily add, organize, and personalize your favorite forms while previewing content in real time for maximum accuracy. Discover how custom Smart Forms can be tailored to fit your practice’s unique needs, helping you save time, reduce administrative burden, and deliver more efficient, streamlined patient care.
Click Encounters on the left side navigation menu.
The Smart Form’s unique Form ID will appear in the patient’s encounter list under the Form ID column.
Click Add Encounter.
Click Manage Forms.
Add a form
Choose from Custom, Suggested, or All.
The Custom option will only appear if your practice has custom Smart Forms assigned.
Each Smart Form’s unique Form ID is displayed in the library.
Browse by scrolling, or use the Search Forms field to find forms by specialty, form name, Form ID, or keyword.
Preview Smart Forms using the Preview icon to the right of the form name.
Review the form below. Use the Individual Progress Note and Coding buttons to view each section. To see a preview of the final Smart Form PDF, click Preview.
After clicking Preview, the PDF version will appear. You can print it using the Print button or download a copy by clicking the Download button. When you’re finished, click X to return to the form library.
To save a Smart Form as a favorite, select the checkbox next to one or more forms, then click Add Selected Forms to add them to your Favorites. Forms highlighted in green indicate they are already saved as favorites.
Click the Favorites tab to view all Smart Forms you’ve saved as favorites.
Remove a form
To remove a form from your favorites, click the X to the right of the form name.
Change sort order
To change the sort order of the forms, select the Manually Order Forms checkbox. This allows you to rearrange how forms are listed when selecting one to create a new encounter. By default, forms are sorted alphabetically.
Use the arrows next to a form to change its position in the list. Click Save to apply and update the new order.
Get custom Smart Forms
Why get a custom Smart Form?
While RXNT provides a wide variety of pre-made forms in the EHR, custom Smart Forms offer your practice a tailored solution. They make it easy to transition from paper records or another system to a fully electronic workflow.
What options are available?
Custom Smart Forms are highly versatile. You can include checkboxes, textboxes, radio buttons, and dropdown lists. Additionally, standard plugins can be incorporated to interact with the Patient Dashboard and Patient Health Records (PHR) portal. This helps you work more efficiently by eliminating the need to re-enter patient information for each encounter.
The following encounter plugins are available:
- Vitals
- Medical History
- Surgery History
- Hospitalization History
- Implantable Device History
- Allergy History
- Medication History
- Family History
- Social History
- Current Medications
- Allergies
- Immunization
- Diagnosis (also links to the Billing product!)
- Coding (also links to the Billing product!)
To see how these elements appear in practice, preview the Template Consultation Sample - Smart Form in the EHR.
In addition to encounter plugins, the following components can be included in your custom Smart Form.
The royal blue bar at the top of each section.
The dark blue bar below the header of each section.
A white subsection can be added within a subheader.
The coding tab contains the diagnosis and procedure plugins as well as the place of service and is used to enter the codes needed to bill for the visit. The diagnosis and procedure plugins should always be included when using the Billing product.
The preview tab allows you to preview the PDF at any time while working in the Smart form.
An encounter can have a maximum of 4 tabs, including the coding and preview tabs. The other 2 tabs can be customized by you!
A text box has a 5,000-character limit and scrolls sideways as it is filled in. If you intends to write more than 2-3 sentences or need any text editing features, a text area is recommended instead.
Text areas do not have a character limit and expand when filled in. It also supports text editing features such as font size and type, as well as numbered lists and bullet points.
Text editing features are limited to the Rich Text Editor (RTE) elements.
This area allows you to have images in the encounter, either for reference or to be marked for use. It supports either selection or drawing tools and allows for comments on selections.
Allows multi-select.
When copying an encounter, radio button selections cannot be changed. Click here to read more about copying encounters.
Only single-select drop-downs are available in custom Smart Forms, not multi-select. Instead, use checkboxes.
Smart Forms support 2 columns.
Multi-signatures will require 2 signatures on the encounter. For example, if a provider needs a supervising signature, the multi-signature option can be used. Keep in mind that when multi-signatures are built into a Smart From, it will always require 2 signatures.
Get started
For each custom Smart Form you would like created, email a Word or PDF document outlining the form to templates@rxnt.com. Please include all required elements such as text boxes, checkboxes, dropdown menus, and any other desired components.
Once the Smart Form team receives your documents, they will review your request and may schedule a screen share consultation if additional clarification is needed.
If you have any questions about the custom Smart Form process, you can contact the team at templates@rxnt.com.
Still need help? Contact us!
Have a great idea? Tell us about it!