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Data forms are the electronic equivalent to paper forms. A data form is a data entry screen. Data forms cannot be automatically scored, although you can add elements for users to include scores that they calculate manually. Like paper forms, you can add instructions for branching (skipping from one question set to another), but there is no option for automatic branching based on user response.
You can create as many data forms as you need. Data forms must be attached to client notes in order to be added to the client's file. Titanium comes preloaded with several data forms that you can use. You can also download and edit data forms that have been created and shared by Titanium's user community.
What would you like to do?
Create Data Forms Library
| 1. | Analyze your current forms to determine the unique data on each form that won't be entered in another place in Titanium such as the client screen (i.e., client name, date of birth, etc.) or tab of the note to which the data form will be attached (diagnosis, medications, drug allergies). |
| 2. | Analyze your current forms to determine the unique data contained on each form. (Note: Each data form should be used for a single purpose. For example, only one data form should contain demographics information like client gender or race.) |
| 3. | Determine the data that needs to be collected in reportable format. (Note: Free text is not searchable or reportable. If users need to write text for clients, then consider using a note template on the note narrative tab instead of adding text fields to data forms.) |
| 4. | From the calendar screen, click Settings > System Settings. |
| 5. | Click the Data Forms button. |
| 6. | Analyze preloaded forms to determine if they will meet your needs. (Note: You must be a CCMH member to use the CCAPS 2015 or newer forms.) For each data form: |
| o | Click the Design Form button. The design data form window opens. |
| o | Click the Preview button. The Preview window opens. |
| o | Use the slider bar to preview the form. |
| o | Click Exit on the preview window. |
| o | Click Exit on the design window. |
| 7. | Analyze forms in the Titanium data form library to determine if they will meet your needs: |
| o | From the calendar screen, click Help > Titanium Schedule Website > Data Form Library. |
| o | If required, click to allow your default web browser to open. (Note: Do not save this page in your browser's Favorites list. The web page must be opened from inside Titanium.) |
| o | Click the Preview link next to desired forms to open a new tab in preview mode. |
| 8. | If desired, download forms from the data forms library by: |
| o | Click download link for the form. |
| o | Use the Windows interface to save the data form to your computer desktop. |
| o | Use your third-party software to unzip or extract the downloaded file (i.e., WinZip or Windows extract utility) and save the .xml data form file on your computer desktop. |
| 9. | If desired, import data forms into Titanium: |
| o | From the calendar screen, click Settings > System Settings. |
| o | Click Notes and Data Forms tab > Data Forms button. |
| o | Click the Import icon on the menu bar. |
| o | Use the Windows interface to navigate to select the .xml data form file that you saved on your computer. |
| o | Click OK on the information message. |
| 12. | Choose the settings for your data forms: |
| o | Category: To group sets of forms together for users, enter text in the Category column. Leave category blank if the form doesn't belong in a category. When a user adds a data form to a note, they will see form names listed, followed by categories. When they hover over a category title, the forms in that category will be displayed. |
| o | Title on Web: If using the optional web component feature, enter the title of the form that will be displayed on the web component. |
| o | Print Page Header: When printing data forms, choose whether to print with the full report header that was created on the Reports tab, only the title of the form, or no header. |
| o | Print Headers: Check this box if you want to the headers on the data form to be printed (e.g. instructions, section titles, text) |
| o | Alternate Format: By default, questions that are check boxes will only be printed if checked. Check all that apply questions will only be printed with the options that the user / client selected. Check this box to print all questions and all options. |
| o | Use Short Text on Web: Check this box to display short question text on the web component. |
Print Blank Data Form
Note: Printing blank forms requires a third party program which can be used to manipulate images. Instructions are given here for use of Adobe Acrobat and MS Excel.
| 1. | Navigate to Settings > System Settings > Notes and Data Forms Tab > Data Forms button. |
| 2. | Choose the desired data form and click the Design Form button. |
| 3. | Click Preview on the menu bar |
| 4. | Click Copy screen capture of Data Form to Clipboard on the menu bar. |
| 5. | Click Exit on the preview screen menu bar. |
| 6. | Click Exit on the data forms list menu bar. |
| 7. | Click Ok to exit system settings. |
| o | Click File > Create > PDF from Clipboard. |
| o | Look at the print preview to ensure that multiple pages are shown. If not, under Page Sizing and Handling, click Poster. |
| o | Right click on cell A1, and choose Paste. |
| o | Click Page Layout > Margins, and choose Narrow. |
| o | Click View ribbon > Page Layout. |
| o | If the image is too wide, scroll down to find a circle control. Click and drag to the left to resize to a single page. |
| o | Click File > Print, and click Print. |
Deactivate Data Form
To retain a data form in Titanium but not allow users to access the data form, follow these steps. (Note: There is a hide inactive records check box in the top, right corner of the screen.)
1. From the calendar screen, click Settings > System Settings.
2. Click Notes and Data Forms tab.
3. Click the Data Forms button.
4. Click Edit on the menu bar.
5. Click to uncheck the Active column for the data form.
6. Click Save.
7. Click Exit.
Delete Data Form
If a data form has been completed in a client's file, it cannot be deleted. Instead, use the process above to deactivate the form. To delete forms that have not been used:
1. From the calendar screen, click Settings > System Settings.
2. Click Notes and Data Forms tab.
3. Click the Data Forms button.
4. Click to select the data form.
5. Click Delete on the menu bar.
6. Click Yes on the pop up box to confirm that the data form should be deleted.
7. Click Save.
8. Click Exit.
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