How to Add, Configure and Delete Forms in Profile

overview & requirements this article is intended for all emr users it will demonstrate how to add, configure, use and delete forms in profile emr requirements an active account for intrahealth online knowledgebase https //help intrahealth com/en/support/solutions https //help intrahealth com/en/support/solutions profile role actions granted organization\import and export\import jaffa file organization\import and export\import jaffa folder maintain\templates\forms organization\external providers note any changes you make will affect all users inside your emr container, including other locations and physicians that you share your emr container with add, configure and delete forms in profile the steps below can be used by all users to add new or updated forms, or remove forms no longer being used in profile process step 1 download a form docid 6svmtjy3gyj2yqpr2u2gbstep 2 import a form docid 6svmtjy3gyj2yqpr2u2gbstep 3 configure a form for use docid 6svmtjy3gyj2yqpr2u2gbstep 4 use a form with a new encounter docid 6svmtjy3gyj2yqpr2u2gbstep 5 (optional) delete a form docid 6svmtjy3gyj2yqpr2u2gb step 1 download a form go to intrahealth knowledge base https //help intrahealth com/en/support/solutions and login with your email address and password if you forgot your password, click forgot password if you do not have an account, contact our support desk via email (help\@intrahealth com) or by phone (855 841 7387) to request an account in the search box find some solutions here type one of the following (or a combination) form id form title click the result to see a preview of the form accompanied with the form files to download alternatively, click view all to see all form results click each attachment to download each file to your computer if the attachment is a zip file, please download the zip file and unzip the contents for a single jfa form, proceed to step 2 import a form for multiple jfa forms, create a "new folder" and move all jfa files to the new folder step 2 import a form open profile emr to import a form note caution importing a form that already exists under the same name will permanently overwrite it overwritten or deleted customized forms are not recoverable original copies can be re downloaded from the knowledge base https //help intrahealth com/en/support/solutions click organization / import & export / \<choose a or b > import jaffa file for single attachments browse for the single jfa file you downloaded in step 1 3 above select the jfa file and click open click start in the jaffa file import window the import finishes when the top heading displays " jaffa import completed successfully " this process is usually between 0 30 seconds or longer for large forms the import log shows the directory the form is stored import jaffa folder for multiple attachments browse for the "new folder" you moved the form files into in step 1 3 a above select the jfa file and click ok in the jaffa file import window, click start the import finishes when the top heading displays " jaffa import completed successfully " this process is usually between 0 30 seconds; longer for large forms step 3 configure a form for use use these instructions to configure an imported form non requisition forms no additional configuration required requisition forms go to organization / external providers set the type drop down list to suppliers and the specialty drop down list to radiology or bloodwork ( pathology )these fields must match the form you are importing locate the form you recently imported double click to open the edit external provider window click the order format view click the format drop down menu and select scanned form you should now see a visual preview of your form click ok to save the form step 4 use a form with a new encounter use these instructions to use a form in a new encounter clinical workflow non requisition forms from the medical record encounters window or main toolbar, select new encounter select form in the actions pane in the look for box, type the title of the form and click the find button double click the form to open or select the form and click selected alternatively, you can click the browse button to browse all forms, then select the form and click ok fill the form before printing or faxing requisition forms from the medical record encounters window or main toolbar, select new encounter select radiology or bloodwork (pathology) in the actions pane in the middle pane, click the drop down to select the desired form add investigations and click order form to view / edit the form before printing or faxing step 5 (optional) delete a form use these instructions to delete requisition and non requisition forms in profile note caution deleted forms with customisations are permanently deleted and not recoverable original copies can be re downloaded from https //help intrahealth com/en/support/solutions https //help intrahealth com/en/support/solutions delete non requisition forms go to menu maintain / templates / forms locate the form in the correct folder right click the form, click delete click yes to confirm delete requisition forms go to menu organisation / external providers set the type to suppliers and specialty to radiology or bloodwork ( pathology ) click search button select the form, click delete external provider button on the toolbar click yes to delete the form