Adding text boxes to form and cover page templates

The TELUS Collaborative Health Record (CHR) forms are electronic versions of the standard forms your clinic uses. You use these electronic forms while in a patient's chart. See Using electronic forms.

Text boxes allow you to include unique text on your forms. You can configure them to be:

Enable users to manually enter text while using the form or cover page.
Auto-populate default text with autofill templates (see Creating autofill templates).
Auto-populate with patient, location, or provider data (see Configuring your form and cover page templates to autofill).
Push text to the patient chart patient data section (see Configuring your form templates to update patient data).
Have a dropdown selection to choose from when clicking on a variable.

Before you can add text boxes, you must first create your template. See Creating cover page templates and Creating form templates.

Steps

Click the area in your form or cover page template where you want to add a text box. A window appears.
Click Text Box. The Update Text Box window opens.
Apply any configuration needed to your text box. The table below outlines the options you can apply.

Field	Action
Name	Type the name of the text box in the empty field. We recommend that you give each text box a unique name. This is very important when using autofill templates and CHR analytics. 📌 Notes: A text box that has any data applied is automatically named, for ease of reference. The Name is not the text that will show on the form itself. If you want to apply default text to the form, use autofill templates. See Creating auto fill templates (for forms).
Font Family/Bold/Italic	Select the font type. Optionally, select B (bold) or I (italics).
Font Size	Select the font size. 💡 Tip: If your text is cutting off, decrease the font size or increase the size of the red variable box.
Text Height	Select between 100% to 200%. This determines the position of the text within the red text box.
Auto fill configuration	Autofill configuration enables you to pull information from the patient chart, your location, or provider information to pre-populate your form or cover page with the required information. For more information, see Configuring your form and cover page templates to autofill.
Updating Data Configuration	Update patient or referral data in the patient chart with the information that you add to your form. For more information, see Configuring your form templates to update patient data.
Required Field	Select to make the text box mandatory to fill in. A red asterisk appears next to the field. 📌 Note: When completing a form and you do not complete a marked mandatory field and attempt to save it, an error message alerts you to complete the field before saving it.

4. Click outside the window.

5. Click Save.

💡 Tips:

To remove a text box, click to open the dialogue window and click the trash icon (top right corner) to delete it.
To resize a text box, click a red dot and drag it to the desired size.
To reposition the text box, click and drag it to the desired location.

Updated June 8, 2022