Revision History within a Form

Revision History within a Form

The purpose of revision history is when a Form DesignEHR form incorporates Signatures, the Form is no longer modifiable in Form DesignEHR after a record specific to the form is signed. Revision history allows you to still display the legacy Form within the VHR.

  1. Create a field on the Form and associate the Revision field to it.
  2. Make the field Read-only.
  3. Set the default value to the 1 at first and increment the number each time changes need to be made.
  4. Use the Revision within your VHR Category > Filter Condition to display only the records created in this version.
FormDesignEHR Filter Condition

After a revision of the form is completed take the following steps.

  1. Set the default value to the next number.
Revision Default Value
  1. Select File Save As from Form DesignEHR and save the form with a new name. If it was Intake_Assessment originally you could save it as Intake_Assessment_2
  2. Make any other modifications that are required.
  3. Open the Category Depiction Manager in the VHR.
  4. Create a Legacy Header if one doesn’t already exist.
  5. Right click on the initial Category for the form and select Copy Category.
  6. Change the Header of the original Category to Legacy.
  7. Modify the new Category and change the Filter Condition to reflect the new default Revision number that was set within the Revision field in Form DesignEHR.
Revision Filter Condition
  1. Update the groups that are allowed to see the new Category by selecting the Header in which it resides.
Changed
Tue, 04/05/2022 - 11:18