Evaluation and follow-up

A form must include at least one section for adding observations. Sections will define the table of contents and allow users to navigate efficiently through the form.

To create a form:

1. Select the folder where the document should be added.

2. Click the “Add Document” icon.

Properties

3. Document Name: Required (English version optional)

4. Description: Not visible to the user; may be used for internal notes

5. Specialization: Type of document (evaluation, follow-up, other)

6. Third-Party Section: If checked, the document will not be included in batch printing

7. Mandatory Stays/Appointments: If checked, finalizing the evaluation requires selecting a stay or an appointment

8. Show Prescriber Number: The prescriber number (if applicable) of the user will be visible

9. Version Code: If applicable, depending on your organization

10. Change Details: Not visible to the user

11. Save

For a follow-up grid type form, it is possible to configure it so that the user can create multiple instances of the same document. For example, a post-fall grid (if a patient requires more than one fall follow-up during a given period):

Parameters

Finalize document

1.Mandatory Authentication: If checked, the user will be required to re-enter their credentials when finalizing the document in the patient’s file.

2. Contingency Plan: If checked, this allows obtaining an external copy of the identified documents in the patients’ files for contingency purposes in case the Gustav software is inaccessible (requires additional configuration).

Electronic Patient Record (DPE)

3. Export to DPE: If checked, the finalized document will be uploaded to the EPR system (if applicable).

4. Identifier for the DPE: Enter the classification document number according to your organization’s archiving standards.

Header and Foot

The information entered in the header and footer will appear on the PDF format when printed:

Association

All sites, clienteles groups, and profiles are associated by default. To remove any selections, you must do so manually by clicking on Edit.

• Sites: The site or sites where the document will be available.

• Clienteles Groups: Makes the form available in the clinical library of the associated clientele groups' records.

• System: Information about the document version as well as locks applied by application owners.

The document is created in the folder and appears in green. This means it is in edit mode.

To create or modify the document, select the document and click on the blue pencil icon at the bottom right:

System

Version: Number of published versions of the document
Block by: Name of the application owner and the date the document was locked

Form Creation Tools

Observation Search Engine within the Document

• Add Observation

• Delete Observation

• Deselect an Observation  (e.g., deselect an item from a list)

• Open the Observation Library (to reuse existing observations and facilitate cross-referencing)

Console
The console displays the description of elements that must be reviewed in the observations before publishing a form:

Warning that will not block publication

Warning on an observation that must be corrected before publication

Section
To create an observation, you must first create a section:

1.Position yourself on the document title and click the “+”

2. Name: Give the section a name

3. Description: Not visible to the user; allows internal notes

4. Observation trigger: Not applicable for a section

5. Change History: Not applicable

6. Open by Default: If checked, the section and its observations will be expanded in the document

7. Visible: If checked, the section is visible during entry, consultation, and printing

8. Properties: Inactive feature