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.
The Form Properties menu includes 3 tabbed sections: General, Form Memory & Data Storage, and Sharing & Licensing.
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General Tab
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- 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.
- Keywords
- 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).
- References
- Allows you to add references to your form with links to related URLs.
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Form Memory & Data Storage Tab
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- 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.
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Sharing & Licensing Tab
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- List in directory
- We promote sharing of eForms across sites. If you do not want to your eForm to be accessible to other Ocean Sites, disable this checkbox.
- Custom License
- Enter any custom licensing text to be displayed to the user when importing the shared eForm into another Ocean Site.
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EForm Actions allow you to use scripting to show another form or email the patient, based on a patient’s answers to the current form questions.
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Triggering Another Form
- In some cases you may want to trigger another form to display based on the patient's response(s) to the current form.
- Example: You wish to display the Suicidal Ideation eForm when a patient responds that they have thoughts of self-harm on the PHQ-9.
- Search for the PHQ-9 form in the eForms view of the Ocean Portal.
- From the Action menu at the top right, select "EForm Actions".
- Enter the expression:
si.p != 0(wheresiis your item reference,.p !=0means that the answer in points is not equal to 0). 
- Then search for the suicidal ideation form in the "Form Ref" field.
- Now, if a patient were to answer "Yes" to a suicidal ideation question on the PHQ-9 form, Ocean will automatically pull up the Suicidal Ideation form for the patient to complete.
- Test it out!
- Please refer to "Scripting and More Tab - Show this field if" for more examples of useful expressions that you could use to trigger other eForm Actions.
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Triggering an Email
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Please note that this eForm action is available for Ocean Tablets & Kiosks only. eForms sent using other Ocean products are unable to trigger emails to patients.
- In some cases you may want to trigger an email to send to the patient based on the patient's response(s) to the current form.
- Example: You wish to send the patient some additional information because they have indicated that they are experiencing pain.
- Open your form in the eForm Editor and select "EForm Actions" from the Action menu at the top right.
- Select "Send Email" from the dropdown options under the "Action" column.
- Type in the subject of your email and the message you wish to send to the patient in the "Body".
- This message will send as an email to the patient from "no-reply@cognisantmd.com".
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