How to render an eForm note in a “consult letter”-style format

By default, the Ocean eForm Editor will render patient results in a format similar to this example:

Name John Smith
Age 40
Gender male

There may be instances where clinic staff or physicians would prefer the resulting note to read more like a consult letter in a series of sentences and paragraphs.

In this situation, the resulting Ocean notes can be configured to render in this manner through a combination of Custom Notes and note formatting settings.

  • Create A New Section Item

    • In the Ocean eForm Editor, create a new section item.
    • With the section selected, open the “Note Formatting” tab
    • Check the box next to the field labelled “Separate list items in the note using:
    • In the dropdown the appears, select “(space)
    • Create applicable form items within the section
  • Edit Each Form Item

    • Select each individual form item and open the “Note Formatting” tab
    • Under the “Show the note for this item:” field, check off the box labelled “on the same line as other notes

With this configuration, notes will group together across a single line of text. The immediate result would appear like this in the note:

Name John SmithAge 40Gender male

To make this note more human readable, we can employ the use of Custom Notes to provide sentence structure to our form items.

  • Write a Custom Note

    • Select the applicable form item and open the “Note Formatting” tab
    • Check off the box next to “Custom Note” and enter text
    • Note: The content written in the custom note area will only be visible in the final encounter note and will not be visible to the patient completing the form.

In the following example, the words enclosed in square brackets correspond to text (and space characters) entered into the Custom Note box for each of the three example fields to make the resulting note read more like a sentence:

[The patient's name is ]John Smith[, a ]40[ year old ]male

Through this method, you can string together a series of sections and form items to display long-form content utilizing the results of patient responses.

The final version, as it will appear in the note preview and EMR, will look like this:

The patient's name is John Smith, a 40 year old male
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