You can customise forms and charts in Access Point of Care to suit your facility’s needs. Managers with the right permissions can use the admin tab to edit existing templates, create new ones, configure data fields, and assign forms or charts to residents and facilities.
Access the forms and charts template library
Open the Admin tab.
Click Forms and Charts Template.
You’ll see all active templates. Archived forms can also be viewed from this screen.
Search and filter forms and charts
You can quickly locate specific templates using:
The slider to browse forms and templates
Keyword search to find a particular form
Standard template toggle
On: shows only standard templates
Off: shows both standard and custom templates
Type filters to switch between assessments and charts
Understand form and chart details
Each template displays key information:
Name
Version
Status (Published or Draft)
Created and last updated dates
Type (Assessment or Chart)
Available actions (Edit or Configure)
This gives you a clear overview of how each form or chart is set up and what you can adjust.