The advanced components in the form builder make it possible to update a client' s profile with information collected about the client from a submitted and approved form. This reduces the number of times that Employees have to reenter the same information across different modules in AlayaCare.
Advanced components fall into two categories: client Information and care. Currently, the following advanced components can be added to forms via the form builder:
- Demographics (Client Information)
- Risk Item (Client Information)
- Medical History (Care)
- Care Plan (Care)
- Vital (Care)
- Medication (Care)
- Progress Note (Care)
Once a form with advanced components is submitted and approved, the related fields within AlayaCare will be populated with the information entered for those fields in the form.
Please note that Advanced Components are not available for Medications 2.0.
Demographics (Client Information)
The demographics component allows you to add fields that correspond to fields in the demographic tab in the client's profile so that information from the form automatically adds or updates the corresponding demographic field when the form is approved.
To add a demographics field, open the form builder and click Client Information>Demographics in the components list on the left side of the builder.
Drag the demographics component into the form and complete the fields in the edit demographics box.
In link to demographic field, select the name of the field in the demographic tab that you wish to connect to the form field. For example, if you select first name, the first name field in the demographic tab will be automatically updated when the form is submitted. All fields used by your agency in the demographic tab will be available for selection.
Enter a label for the field and use the instructions box to provide additional directions if necessary. You can also choose to require an answer to this field or add display logic. When you have finished, click Save.
To view how the component will appear on the published form, click preview. The selected demographic field will appear on the form with the correct data type based on how the field is defined in AlayaCare.
Note: when a user completes a form with a demographic component that has a checkbox (for example, Gender), the information entered on the form will be updated on the client profile when the form is approved only if the user checks the box to indicate a positive response or checks and then unchecks the box to indicate a negative response. If the user does not interact with the field when completing the form, the corresponding field on the client's profile will not be updated to be unchecked.
Risk Item (Client Information)
The risk item component allows you to add risks automatically to the risk assessment section of the overview tab on the client's profile when the form is approved.
To add a risk item, open the form builder and click Client Information>Risk Item in the components list on the left side of the builder.
Drag the component into the form and complete the required fields. Enter a label, instructions if necessary, and choose whether you wish to require at least one entry. When you have finished, click save.
To view how the component will appear on the published form, switch to the Preview tab.
Click +Add Risk to preview the risk entry experience when completing the form.
Once a caregiver enters the risk name, category, and severity for a new risk and submits the form, these fields along with the Author and Modified On fields will be updated in the Risk Assessment section of the Overview tab on the client profile once the form is approved.
Medical History (Care)
The Medical History component allows you to add details from the Form to the Medical History section under the Care Documentation tab on the Client's profile.
To add a Medical History component, open the Form Builder and click Care>Medical History in the components list on the left side of the Builder.
Drag the component into the Form and complete the fields in the Edit Medical History box.
Select which Medical History Section you would like this field on the Form to correspond to. The list of sections that are available to select will match the Medical History sections available within AlayaCare for your organization and will include Current Medical Diagnoses, Past Medical Diagnoses, Family Medical History, Infectious Diseases, Surgeries/Treatments, Hospitalizations, Immunization History, and Allergies. The 485-specific sections Nutritional Requirements, Functional Limitations, Activities Permitted, Mental Status or Prognosis will also be available to select for U.S. organizations.
Enter a Label for the component and use the Instructions box to provide additional directions if necessary. Check the box next to Require at Least One Entry if you would like to require users to complete this field when completing the Form. You also have the option to add Display Logic. When you have finished, click Save.
To view how the component will appear on the published Form, switch to the Preview tab.
To preview the Form experience, click to add an item to the Medical History section and complete the relevant fields.
When the Medical History component is completed and the submitted Form is approved, the new item (Diagnosis, Allergy, Surgery, etc.) will be added to the corresponding section of the Client's Medical History.
Care Plan (Care)
Please note that this is pending development.
The care plan component allows you to add new diagnoses, goals, and interventions directly to a client's care plan when a form is approved.
To add a care plan component, open the form builder and select Care>Care Plan in the components list on the left side of the builder.
Drag the component into the form and complete the fields in the Edit Care Plan box.
Select a care plan item type as the category (diagnoses, goals, or interventions). Note that only one field can be created for each category on the form.
You are required to provide a label and have the option to include additional instructions if necessary. If you wish to require this field to be filled out, check the box next to require at least one entry. When you have finished, click Save.
To see what the component will look like on the published form, switch to the Preview tab.
Clicking Add Diagnosis/Goal/Intervention will open the same dialogue available for adding care plan items directly from the care plan.
Vital (Care)
Adding a Vital component to a Form makes it possible to update a Client's Vitals on their profile when the Form is approved.
To add a Vital component, open the Form Builder and click Care>Vital in the components list on the left side of the Builder.
Drag the Vital component into the Form and complete the fields in the Edit Vital box.
Use the Vital dropdown to select which Vital (Blood Glucose, Blood Oxygen, Blood Pressure, etc.) you wish to add as a Form component. Enter a Label for the component and use the Instructions box to provide additional directions if necessary. You can also choose to Require an Answer or add Display Logic for the field. When you are finished, click Save.
To preview how the component will look on the published Form, switch to the Preview tab.
Medication (Care)
The Medication component allows you to add a new Medication to Client's profile when a Form with the Medication details is approved.
To add a Medication component to a Form, open the Form Builder and go to Care>Medication in the components list on the left side of the Builder.
Drag the component into the Form and complete the fields in the Edit Medication box.
You are required to provide a Label and have the option to include additional Instructions if necessary. If you wish to require the caregiver to add a Medication, check the box next to Require at Least One Entry. When you have finished, click Save.
To see what the component will look like on the published Form, switch to the Preview tab.
Click the +Add Medication button to open the Add Medication dialogue. Complete the required fields and click Save.
After a caregiver adds a Medication to a Form and the submitted Form is approved, this new Medication will be added to the Client's profile under Care Documentation>Medication.
Progress Note (Care)
The Progress Note component allows you to add a new Progress Note to a Client's profile when the Form is approved.
To add a Progress Note component to a Form, open the Form Builder and select Care>Progress Note in the components list on the left side of the Builder.
Drag the component into the Form and complete the fields in the Edit Progress Note box.
Select the Progress Note Type from the dropdown and enter a Label for the component. Use the Instructions box to provide additional directions if necessary. You can also choose to Require an Answer or add Display Logic. When you have finished, click Save.
To see what the component will look like on the published Form, switch to the Preview tab.
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