# Casesheet Setup: Form and Other Controls The **Casesheet Setup** screen provides various controls to create customized, detailed casesheets for clinical workflows. These controls are organized in a drag-and-drop interface for easy and efficient layout design. *** ## Form Controls Use drag-and-drop to add form controls to the casesheet layout. ### 1**. New Section** Used to divide the casesheet into vertical sections and organize form fields into rows.
Move the cursor over the section to reveal the icons.
IconDescription
Click the Plus icon to insert form fields like Text Box, Text Area, Date Picker, Time Picker, Dropdown, Check Box, Radio Button (for selecting a single option), Table, Image, File Upload, Camera, New Section, and Paragraph.
Click the icon to to delete the section.
Click and drag the icon to reposition the section.
*** ### **2. Horizontal Section** Similar to the **New section** but it allows placement of form fields side-by-side within a row.
The icons and controls are similar to those described in [**New Section**](#id-1.-new-section). *** ### **3. Text Box** A one-line input field used to enter short text, such as a name, email address, or mobile number.
After inserting the text box, move the cursor over the field to view the **Delete** and **Move** icons. Click the field to access the **Text Box Properties**, which include the **General** and **Properties** tabs. #### **1. General Tab** * **Field Title**: Enter the name of the field. * **Is Mandatory Field**: Make the field mandatory. * **Should Allow Copy**: Allows data to be copied. * **Should Post to SOAP Tab**: Post data to the relevant SOAP tab in **Diagnosis** tab of the [**Medical Records**](/uniteemr/application-modules/medical-records/diagnosis/soap-tabs.md) screen. * **Should Show in History View**: Display the data in the [**Show History**](/uniteemr/application-modules/medical-records/casesheet/more-action/show-hide-history.md). * **Should Show in Casesheet Report**: Include the data in the [**Casesheet Report**](/uniteemr/application-modules/medical-records/casesheet/more-action/casesheet-report.md). * **Should Retain Data**: Retains the field's data from the **Casesheet Setup** to the **Medical Records** screen, helping to avoid repeated manual data entry by auto-filling the information by default. To apply this setting to individual form fields, enable it in each field's properties. To apply it to the entire casesheet, use the [**Retain Data for All Controls**](#id-2.-retain-data-for-all-controls) option. #### **2. Properties Tab** * **SOAP Notes**: Post data to the corresponding SOAP tab available in **Diagnosis** tab of the **Medical Records** screen. * **Max. Characters Allowed**: Set the maximum number of characters allowed for the field. *** ### **4. Text Area** A multi-line text field is used to enter longer text, such as comments, remarks, or notes. The allowed input characters and the number of visible text lines (up to 20) can be configured.
Similar to the above, the icons and controls are the same as those for the [Text Box.](#id-1.-general-tab)\ \&#xNAN;***Note: Is Confidential Notes** checkbox to restrict the information entered in the text area so that only the specific user can view it, ensuring data confidentiality and access control.* *** ### **5. File Upload** Used to attach external files. Supports multiple file types and sizes based on the settings.
Similar to the above, the icons and controls are the same as those for the [Text Box.](#id-1.-general-tab) *** ### **6. Dropdown** Displays a list of preset options to choose from. Supports single or multiple selections.
To configure the dropdown options, navigate to the **Properties** tab. Select either the **Single** or **Multiple** selection mode, then choose the **Custom Value** option. Enter the desired options in the **Dropdown Values** section. *** ### **7. Date Picker** Allows selection of a date from a calendar. Often used for fields like appointment or visit date. Helps keep the date format consistent.
*** ### **8. Date & Time Picker** Combines date and time selection in one control.
*** ### **9. Time Picker** Used to enter time without a date. Useful for recording time-specific information.
*** ### **10. Toggle Switch** A switch for choices like Yes/No or On/Off. It’s easier to use than checkboxes.
*** ### **11. Check Box** Allows users to select one or more options from a list. Great for things like symptoms, conditions, or checklists.
*** ### **12. Table** A table format provides a structured layout for creating casesheets, allowing data to be organized clearly in rows and columns. Controls available within the table section are as follows: #### 1. Accessing Table Properties
To edit the table properties: * Click anywhere in the table section. * This action opens two tabs: **General** and **Properties**. * **General Tab**: Functions similarly to a [Text Box ](#id-1.-general-tab)control.\ \&#xNAN;***Note: Should Generate Chart** checkbox enables visualization of data captured over a specified time interval in chart format.* * **Properties Tab**: Allows customization of the table structure, including options to insert or remove rows and columns as needed. #### 2. Modifying Table Structure
* To insert a new row or column, use the **Add Rows** or **Add Columns** link. * To delete a row or column, open the **More Actions** menu available in the corresponding row or column header. #### **3. Customizing Table Headers and Fields**
* Click the **More Actions** menu in the relevant row or column header. Then, select the appropriate field and use the slider to adjust the row or column length. * Navigate to the **Header Properties** tab: * Enter the **Column Header Text**. * Customize the **Background** and **Font Color** of the header. #### **4. Editing Individual Cells**
To modify the contents of a specific cell: * Click the **More Actions** menu within the cell. * Insert or change the form field as required. The background color of the cell can be set using the **Cell Background Color** option. *** ### **13. Camera** Integrates with the device's camera to capture photos directly within the form. Alternatively, images already stored on the system can be uploaded.
*** ### **14. Image** Used to display images in the form, like a diagram or visual aid for context or instructions.
*** ### **15. Paragraph** Allows adding plain text or formatted instructions in the form.
*** ### 16. Editor Includes rich‑text editor controls that enable users to format text in the casesheet. Users can apply basic formatting (such as bold, italic, and underline), create bulleted or numbered lists, and adjust text alignment.
*** ## Other Controls ### **1. Show in Casesheet Report**
Click the **Report Settings** option to display the **Show in Casesheet Report** popup. This popup allows selection of which sections should appear in the final printed casesheet report. Each section includes a toggle switch that can be turned on or off to include or exclude it from the report. * **Patient Information**: Displays key personal details such as patient PIN, name, email address, and other identifying information. * **Vitals**: Shows recorded vital signs, including temperature, blood pressure, pulse rate, and other health metrics. * **Allergies**: Displays any known allergies to help avoid adverse reactions during treatment. * **Medication Prescription**: Lists the medications prescribed to the patient during the consultation. ### **2. Retain Data for All Controls** When selected, this option automatically populates the data entered or selected into the medical records, saving valuable time during consultations. Alternatively, individual form fields can be configured to retain data by enabling the [**Should Retain Data**](#id-1.-general-tab) checkbox in the field properties. ### **3. Show Preview** Opens a preview of the casesheet layout and content, allowing users to review how it will appear before saving or exporting. ### **4. Export** Allows users to export the current casesheet as an Excel file for backup or offline review. ### **5. Cancel** Discards any unsaved changes made to the casesheet and exits edit mode. ### **6. Save** Saves all changes made to the current casesheet configuration. ### **7. Clone**
This option becomes available when editing an existing casesheet. It allows duplication of the current casesheet, which is useful for creating a similar version without rebuilding it from scratch. *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://unitecare.gitbook.io/uniteemr/master-modules/casesheet-setup/casesheet-setup-form-and-other-controls.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.