Quick Reference — To create a clinical form

athenaClinicals

1. Display the Clinical Paper Forms page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Forms and Letters, click Clinical Paper Forms.
2. Click Add Forms at the top of the list of forms.
   The Add Form view appears.
3. Name — Enter a descriptive, unique name for the new form.
4. Department — Select the departments where the form will be used.
5. Effective date and Expiration date — If the form has date restrictions, enter the effective and expiration dates for the form in the date fields provided. If you leave the date fields blank, athenaOne assumes that the form is valid regardless of the date.
6. Ordering — Enter a digit to indicate the order of the form in lists and on the Clinical Paper Forms page.
7. Type of paper form — Select the type of form that you want to create.
• HTML — A Page header area appears, which is used for information that should print at the top of every page of a multi-page document. This header can be used to print the patient name and date, for example, at the top of a variety of paper forms. This information is distinct from the Paper form body section, which is not repeated. Enter the HTML code to create the form.
• PDF — Click Choose File and select the .pdf file to upload.
• PNG — Refer to the instructions to create a clinical paper form with barcodes (below).
8. Document class — Select the document class for the form.
9. Form requires — Select Patient or Encounter.
10. Note — Enter any notes about the form usage.
11. Click Add.
    The form appears in the list of forms on the Clinical Paper Forms page, as well as in the Clinical order form list on the Order Routes page and under the Forms heading on the Checkout stage Patient tab.
12. For HTML forms, click the update link for the form that you just created to see the result of the HTML code. You can edit the HTML as needed, and click the Update button to save the changes.