Custom Models

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  • EMR-Bear has a powerful feature for creating your custom forms. NOTE: In the New Custom Model or Edit Custom Model page, there are Help hints at the bottom of the page to guide you along.
  • Form templates are usually composed of several sub-forms, pages, or models, which are all different ways to name the components that make up the total form.
  • In this case, the models created by the System Administrator will be referenced as Custom Models.
  • Go to Dashboard -> Clinical -> Custom Models

Custom model 01.png

  • A list of Custom Models will populate (if there are any in your system). If not, just the titles will show.
  • To create a New Custom Model, click on the green plus sign.
Custom model 02.png


  • A window will open for creating your New Custom Model (example below).
New Custom Model screen.PNG
  • Title: this information will print at the top of the form.
  • Subtitle: not visible on the printed forms, but is used to clarify models with similar names. If there are two Custom Forms named "Note", Subtitle information helps with selection of the proper form and shows in the drop down that is used when selecting a Custom Model.
  • Abbreviation: refers to the specific model when there's not enough room to display the full title, no more than 4 letters.
  • Instructions: do not print but will display to the User when viewing the form. This allows the User to be aware of specific information.
  • Active: this activates or deactivates the model; deactivated models cannot be added to a form.
  • For Client Portal: checking this box allows the form to be used specifically for Client Portal Forms.
  • Accept As Is: Allows the model to display the "accept as is" button at the forms.


  • After completing the main portion, move into each of the fields that you want presented on the form. To create a new field, click on the green plus sign next to the Fields title. Do this for each additional field that you choose to add to the form.
  • There is one field type for each input need. The various Field Type selections are: text line, text area, select, radio button, checkbox, date, display.
  • In this case, selecting "text line" requires entering the Title and the Position. The Position is what sorts the fields in the order that they appear on screen and on printed paper.
Fields completed.PNG


  • The Field Type, "select" presents the User with a drop-down menu. It will require Options that can be added by clicking on the green plus sign next to the Options title.
  • One new option field will appear for each click.
  • An Option can be pre-selected from choices in the Default Option drop-down. This drop-down is populated with the Options that have already been entered.
Fields select.PNG


  • Group: This field is optional. If one or more fields have the same Group, then they'll be displayed together and that group text will be used as an umbrella title.
  • Pre-populate: Mark this box if you want previously entered information for a client in that field to show in a new form for the same client.
  • Validation Message: If you enter any text in this box, two things will happen.
  • The field will become mandatory. The User won't be able to save the form unless data is entered.
  • The message that you entered in the validation message box will be displayed to the User as an error message if the field is left blank.
  • The Custom Model can have as many fields as needed. In this example the Custom Form will have two fields (text line and select).
Custom model fields.PNG


  • Save the custom model by clicking the Save button. This brings you back to the main Custom Model page and the newly created model will display.
Custom Models list.PNG


  • For the newly created Custom Model to be used, it must be added to a form template.
  • Go to Dashboard -> Clinical -> Forms to access the list of forms in the system.
  • To add a Custom Model to a form, click on the "Models" link next to the form in question.
EMR-Bear Training Form.png


  • A screen opens that will reveal existing models for that form. At the bottom of the screen is a section with titles Page / Or Custom Models.
  • All of the Custom Models available will appear in the drop-down list under the Or Custom Model title.
  • The Custom Models are listed with the entered title and the disambiguation sub-title. Select the newly created title.
Models for EMR-Bear training.png


  • Click the Create button to add the Custom Model to the Form template.
EMR-Bear form with updated model.PNG


  • To see the Custom Model in action, a form that uses that template needs to be launched.
  • This can be done from an Appointment or from the File tab when the Custom Model is visited under the form.
New appt form screen.PNG


  • The User will click Initiate Form to open the form for completion. The form will open (example below).
New Form layout when initiated.PNG


  • Each section within the form can be opened by clicking on the magnifying glass.
  • Below is an example of the input that the User will be prompted to complete once the section has been opened.
Open EMR section.PNG


  • The validation message will be displayed if trying to save the Custom Model without information.
Open EMR section with validation mssg.PNG


  • Once input has been entered, the Custom Model can be saved.
Form section completed with comment.PNG


  • Below is an example of the form header and how the Abbreviation, the Title, and Sub-title are used.
Custom model 15.png


  • If the Custom Model is in use under a form template, then it will display the number of forms in which the Custom Model is used.
Custom model list.PNG


  • The next time the Custom Model is edited. A list of forms that use the Custom Model will display and are available for easy access by clicking on the blue title link.
Custom models list of forms.PNG