The Action Menu

The Action menu of the eForm Editor contains several interesting features, including eForm Properties and eForm Actions.

eForm Properties will allow you to do a variety of things, including adding references, enabling form memory, controlling your eForm visibility in the shared Ocean library, and much more.

eForm Actions will allow you to show the patient another form, based on an answer to your current form.

  • The Action menu of the eForm Editor allows you to control some more advanced features of Ocean eForms. You can access this action menu in the top right corner of the eForm Editor. This article will cover eForm Properties and eForm Actions.
eForm Properties eForm Actions

The Form Properties menu includes 3 tabbed sections: General, Form Memory & Data Storage, and Sharing & Licensing.

  • General Tab

    • Display Top-Level Sections as Separate Pages
      Allows you to split a form into separate pages. When selected, each new "top level" section will automatically create a new page (sections created within sections do not generate pages).
      Short Title
      Creates a short title for your form for easier searching in the eForm library.
      Allows you to set keywords for easier searching from the Forms tab in the Ocean Portal or within the custom form (for some integrated EMRs).
      Allows you to add references to your form with links to related URLs.
  • Form Memory & Data Storage Tab

    • Form Memory
      Allows Ocean to remember that a patient completed a form. For more information about Form Memory, please refer to "Form Memory - Storing Form Values for Patients in Ocean".
      Save the form answers as
      Allows you to determine whether form answers should be saved as a clinical note, study data, or both.
      Percent Complete Expression
      Allows forms submitted with a calculated Percent Complete less than 100 to remain in the patient queue.
  • Sharing & Licensing Tab

    • List in directory
      We promote sharing of eForms across sites. If you do not want to your form to be visible to other Ocean users, select this checkbox.
      Cost per use
      Allows you to charge a fee for the use of site forms that you develop. Ocean will automatically calculate the processing fee and the amount received after the cost per use is entered. Custom licensing terms can be entered in the Custom Licence text box.
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