Active / Inactive field | Inactive field - Field is blank
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Keyboard entry
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Date Entry | Clicking into a date field will allow direct data entry. *Note that in Form DesignEHR fields, the grid row must be active first. |
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Date picker / calendar |
![]() This icon denotes a date picker or calendar function. Click the icon and a calendar box will open. Use the pointer to pick the desired date and click to populate the date field. |
Pointer entry
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Add (Client, Staff, Payer and so forth) | Click the blue + (Client, Payer etc) to Add new entries. |
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Card (s) Open a blank card | Click on the blue + to open a card for new data entry. Double click on an existing card to view and edit current card information. |
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Delete / Cancel / Save Save / Cancel | Click on the desired option. |
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Error Messages (Red) |
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Form DesignEHR Navigation buttons | Form DesignEHR forms are found in the Profile, Communications, Episodes, and Enrollments tab of the Client menu. |
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Add (+) | Clicking (+) Activates the data entry grid |
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Delete (x) | Clicking (x) Deletes the highlighted row in the data entry grid |
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Refresh | Clicking icon refreshes grid display |
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Down Arrow | Click the down arrow to display drop-down list |
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Hint text messages |
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Icon: Dialog Box Launcher |
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Open / Collapse View | ^ |
Opened ![]() Collapsed ![]() |
Action on-screen pop-up examples (Flash momentarily) |
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Required Actions | * |
An asterisk indicates that an action is required. ![]() |
Search field |
Any Search box, Clients, Staff, Alerts, Diagnoses, ICD Codes etc, drop-downs have been updated to provide faster searching. The search looks for matches in Code, Last Name, and First Name. Birth Date searching is no longer supported.
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Selection Lines | The orange line indicates the current selection. |
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Time |
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Changed
Wed, 11/13/2019 - 16:08