How To Guides > Forms Quick Start Guide

Welcome to the Quick Start Guide. This guide will assist you in creating Forms in the ChartNet system. Forms are sometimes referred to as worktypes in other systems. NOTE: To preview a form while in Form Setup, press the F5 key.

To correctly set up a Form, you will need several pieces of information. You will want to request completed samples of all work types (patient information omitted). An in-depth analysis of these samples will help you to create a Form identical to what your customer is used to seeing. Make note of the following:

Font

Font size

Margins

Headers - are headers on the 1st page only, different 1st and 2nd page headers?

Footers - are footers on the 1st page only, different 1st and 2nd page footers?

Graphics

Mandatory headings, i.e., CHIEF COMPLAINT, PHYSICAL EXAM, etc.

Turn around time for specific work types

Patient and Provider information that needs to be on the final document