Form Field Settings
This section outlines various sections of the form. You can enable, disable, and otherwise customize various fields for the selected form.
A. Patient Details
You can configure how your organization will refer to its patients (patient, customer, or resident) and what specific details you will collect (i.e., full name, initials, date of birth, age range, transaction/prescription number, etc.).
A checkmark and highlight indicate the option is selected. Click Save to apply the settings.
B. Event Description
You can configure the categories to provide basic information about the event. There are three default categories, but additional custom categories can be added if required for your organization. More than one category can be selected.
Event Description settings
Describe the facts of what happened: Event description.
Select all that were involved: Medications, devices, or clinical services.
Clinical Services involved: The event involved one or more clinical services.
Clinical Service(s) Subcategories: You can choose from a list of subcategories that will display to reflect the types of clinical services offered by your organization.
C. WHAT Happened (Event Category/Incident Type)
In this section, you will configure the options to start telling the story of WHAT happened.
Users can manage questions and options that appear in this section.
Clicking the right-hand arrow for each question/option will show additional related settings. By clicking on the Visibility button (for each option), users can hide individual options. If an option is hidden, it will show as Hidden.
D. Incident Details
In this section, you will configure the options so your users can provide more details about the incident. Multiple options can be selected, and additional options will appear based on the initial selections.
Clicking the right-hand arrow for each question will show additional related settings.
E. Details of Medication/Device Involved
In this section, you will configure the options so your users can provide more details about the details of the medications/devices involved.
You can edit each question in the section by clicking on the right arrow.
Options can be hidden, and custom options can also be added.
F. Stages Involved (When it happened)
In this section, you will configure the options so your users can provide more details about when - at what stage in the process - the incident occurred. Multiple options can be selected, and additional options will appear based on the initial selections.
You can edit each question in the section by clicking on the right arrow.