Digital Document Elements

Setting up your Digital Document Elements sets up the question and answer fields that will be used on the user interface, and subsequently on the reports generated by the input of data.

This screen is used to search, create, and edit a Digital Document Elements. After you get these set up, you can head over to the Digital Documents Setup to include one or several of these into a document.

Before you add a new element we suggest you perform a search for the document element to avoid duplication.

Add Element

To add a new element, click the Add Element button from the Element List grid.

The Element Name and Element Type fields are required. You will not be allowed to save the element if either one of those fields are blank. In addition to the fields shown in the image above, based on the Element Type you choose, additional fields will be displayed (refer to the table below).

Element Type	Description
Body System	This element type provides N(Normal), A (Abnormal), NE (Not Examined) radio buttons and a text field where users can enter comments. E.g.
Checkbox	This element type provides a checkbox. E.g. Enable Comments: Check this box to provide a comment box along with the checkbox field.
Date	Provides a field with a calendar to select a date. E.g. Enable Comments: Check this box to provide a comment box along with the date field.
Image	Provides a field with browse button to upload images. E.g.
Number	This element type provides a small text field that allows numbers, decimal point and a hyphen (negative sign). E.g. Precision: Enter the number of places after a decimal point you want the numeric value to be rounded to. E.g. If the precision is set to 2 and the user enters a value 1.116 in this number field, the system will automatically round it to the second number after the decimal and change the value to 1.12 Allow <, >, <=, >= : Check this box if you want the system to allow entry of <,>,<=,>= special characters in a number field. Enable Comments: Check this box to provide a comment box along with the number field.
Patient ID	This element type provides a text field where users can specify the patient id value, the issued date and expiration date. E.g. ID / Tag Types: This drop down allows you to associate a ID or Tag type with the Patient ID field. Instructions on how to setup ID/Tag types displayed in this drop down can be found here.
Report Info	This field allows users to place information in a document that is recorded else where in the system. For e.g. If you need the animals' breed to be displayed in the document without the user having to manually enter the information then set the Element Type to Report Info and select "Breed" from the Report Info Type drop down. The breed information will be pulled from the patient record when the document is used. Report Info Type: This drop down displays all fields of information that can be displayed in the report info field.
Rich Text	This element type provides a rich text box which allows users to format text. E.g.
Signature	This element type provides a field where users can select the user whose signature is required. Once a user is selected, the digital signature saved in their user profile is displayed in the document. If they do not have a digital signature saved, then their name is displayed. E.g.
Text	This element type provides a text box. E.g. Text Box Size: Select whether the text box needs to support a single line of text (short), a few lines text (Long) or paragraphs of text (multi line). List of Values: Select what list values, if any, should be available to be used in the text box. Allow Custom Value List Entries: Check this box to allow users to enter custom data in addition to the entries in a value list.
Time Stamp	This element type provides date and time fields. E.g. Enable Comments: Check this box to provide a comment box along with the time stamp.
Value List	This element type provides a drop down with a list of values. Instruction on how to setup value lists can be found here. E.g. List of Values: Select the list of values that must appear in the value list field. Enable Comments: Check this box to provide a comment box along with the value list field. Allow Custom Value List Entries: Check this box to allow users to enter custom data in addition to the entries in a value list.
Vitals	This element type provides fields to capture vitals. E.g.

Printable sheet with examples of all document elements and information on report info elements:

printable document elements 'quick' reference.docx

Printable sample of document with all elements and report info's (note that the horizontal line and predefined texts appear throughout the pseudo document).

document element example document.pdf

The All Species check box determines if this element type is displayed for all species or only for specific species. If the element is only applicable to certain species, then do not check the All Species check box.

Once you complete the fields shown in the image above, click on the Save Result button. Once you save the result, additional tabs are displayed.

Species: This tab is only displayed when the All Species check box is not checked. Use the Add Species button to select species that this element will be applicable to.

Related: Here you can associate the field you have created with an existing field and specify the conditions in which it should be displayed.

Macros: Here you can Add, Edit and Delete any macro values that will be associated with the element. Macros allow users to include generic information into fields. If there is a particular statement that is always specified in a field then that statement can be listed in a macro. Macros can be available to all users or you can limit it to a certain group.

Documents that contain this element: Once the element has been saved and added to a document, this section will display the list of documents where the element is being used.

Once you have entered all the information be sure to click the Save Result button to Save the element.