Clinical forms and placements
How the doctor, nurse and lab forms work in LeapHealthOS, where each form appears, and what one form submit records in the patient's file.
In LeapHealthOS, doctors, nurses, counsellors and lab staff record clinical information by filling in a form inside their workspace. Each hospital has its own forms, which your implementation team publishes for a placement: the placement decides the screen a form appears on. This page explains the placements, what a form submit records in the patient's file, and what to check before your clinical teams start. It is written for administrators and implementation staff, and is useful background for every clinical role.
Why forms drive clinical work
A clinical form is a set of questions whose answers go into the patient's clinical record: the consultation note, the prescription and its medicines, tests to order, vitals, a lab report or advised packages. When a clinician submits the form, LeapHealthOS records everything in one step. This lets each hospital choose the questions, wording and order it wants.
The consequence is important: if no form is published for a placement, that screen shows an empty message and nobody can record anything there.
Placements and where they appear
Placement | Shown on | Used by | Typical content |
|---|---|---|---|
Doctor's page | Consultation Notes tab of the consultation workspace | Doctors | Notes, diagnosis, prescription, tests advised, packages advised |
Nurse's page | Record Vitals tab in Care Station, Consultations and Counselling | Nurses, doctors, counsellors | Vitals |
Lab test | Record Test Results tab of a test | Lab technicians, radiologists, pathologists | Result parameters, findings, impression |
Journey forms | Fill form on a task | Whoever works the task | Any form a journey asks staff to complete |
When a screen has more than one published form, the first one is selected when the screen opens. Use the form picker next to the tabs (it shows the current form's name, or Select Form) to switch to another form for that visit.
If a placement has no published form, you see one of these messages instead of a form:
- No consultation form configured. Ask the admin to publish a form tagged with the dr_page placement.
- No vitals form configured or No nurse form configured. Ask the admin to publish a form tagged with the nurse_page placement.
- No lab test form configured. Ask the admin to publish a form tagged with the lab_test placement.
Forms are set up by your implementation team
LeapHealthOS has no screen for designing or publishing forms yet. Your implementation team builds the forms and publishes each one for its placement. Ask them for any new form or change.
Placements outside the clinical workspaces
Setup and front-desk screens use placements in the same way. Each one needs a published form before its button works:
Placement | Shown on | Without a form |
|---|---|---|
Create patient | Quick Add Patient (Quick Create > New Patient) | Custom Patient Form not set up |
Register Patient | Register Patient in All Appointments | Register Patient form not set up |
Service Catalog — Add Service | Add service in the Service Catalog | "No Add service form is configured" |
Service Catalog — Add / Edit Package | Add package on the Packages screen | "No Add package form is configured" |
Inventory — Record Inward | Record inward on the stock screens | "No Record inward form is configured" |
Inventory — Record Outward | Record outward on the stock screens | "No Record outward form is configured" |
Inventory — Pharmacy: Add SKU | Add SKU on the pharmacy items screen | "No Add SKU form is configured" |
Inventory — General store: Add item | Add item on the general store items screen | "No Add item form is configured" |
Inventory settings | Add Store and Add Supplier (optional) | The built-in fields are used |
See Finding and registering patients, Service catalog and categories and Stock in, stock out and transfers.
What one submit records
A single form can record several things at once, for example a doctor's form with notes, a prescription and advised packages.
Part of the form | What is recorded when the form is submitted | Read more |
|---|---|---|
Consultation note | Chief complaint, history, examination findings, diagnosis, advice and follow-up for the visit | |
Prescription | The prescription with its medicines, issued straight away with its PDF. Each advised test is ordered. | |
Vitals | A vitals record for the visit, with BMI worked out from weight and height | |
Lab results | The report for the test, verified in the name of the person submitting and delivered with its PDF. The test becomes Completed. | |
Packages advised | Each advised package, with the reason it was advised |
Some forms also end the consultation (complete the appointment) when submitted. Whether yours do depends on how your implementation team set them up.
A submit is final
Submitting a doctor's form issues the prescription and orders the tests at once; there is no draft. Submitting a lab form delivers the report at once. LeapHealthOS has no screen to edit or cancel an issued prescription, an ordered test or a delivered report, so check every medicine, dose, test and result before you submit.
Setting up the doctor's form
Use this checklist with your implementation team before doctors start using Consultations.
- Publish at least one Doctor's page form. Without it, the Consultation Notes tab is empty.
- Include the note questions you need: chief complaint, history of present illness, examination findings, diagnosis (type and description), advice, follow-up required and follow-up in days.
- For each medicine row, include drug name, dosage, dosage form, frequency and duration in days (all required). To bill a medicine from pharmacy stock, the row must also be linked to a pharmacy item.
- For each test row, include the test (from your service catalog), why advised, priority, due date, fasting, preferred centre and special instructions.
- If doctors advise packages, include a packages section.
- If you use diagnosis types, set them up first in SettingsPlatform ConfigurationTenant Registry under Diagnosis Types. A diagnosis with a type that is not in the list is refused with Invalid or inactive diagnosis type.
- Try the form on a checked-in test patient and check the prescription PDF, the tests and the vitals in Medical History.
A prescription needs a medicine or a test
A prescription can only be issued with at least one medicine or one test. If a doctor submits a form with a prescription section but leaves both empty, the submit fails with Prescription must have at least one medication before issuing. Consider offering a separate notes-only form for visits where nothing is prescribed.
Setting up the vitals form
- Publish at least one Nurse's page form. The same form is used on the Record Vitals tab in Care Station, Consultations and Counselling.
- Include the readings your staff take. When weight and height are both entered, BMI is calculated automatically.
Check how readings display before go-live
With some vitals forms, blood pressure and pulse appear in Medical History without their units, and a temperature recorded without a unit is shown in °F, even if it was measured in °C. Record a test reading on a test patient and confirm that Medical History shows Systolic BP and Diastolic BP in mmHg, Pulse Rate in bpm and the temperature in the unit your staff use. If not, ask your implementation team to adjust the form.
Setting up the lab result form
- Ask your implementation team to publish a Lab test form.
- Include one row per result parameter, with parameter name, value, unit and reference range. Add findings, impression, recommendations and report date as needed.
- One form can serve every test, or you can publish one form per test family and let lab staff choose with the form picker.
Troubleshooting
Related pages
- Consultations
- Care Station and the Units board
- Tests worklist and reports
- Working a task (journey forms on tasks)
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