Customize Form Layout

EAP Expert 3 is completely customizable by you, the end user. If you have rights to customize, you can rename fields, remove fields, add fields, change layout etc.

This can be accomplished by right clicking on any open spot on the form/layout and clicking Customize Layout. From here you can rename fields, add/remove fields, and change around where the fields are located by dragging and dropping them in a new location. Here are some examples below:

Creating a Tab from a Form Item

1. Right mouse click over the form and select ‘Customize Layout’
2. Right mouse click over the Clinical Note title bar area and select ‘Group’

      3. Right mouse click over the ‘Item’ group name and select ‘Rename’

      4. Rename it to ‘Clinical Note’ or another if you prefer then Drag and Drop it into the ‘Customization’ Box’

       5. Drag and Drop the ‘Clinical Note’ item next to the ‘Phone Details’. Make sure you see a square symbol then drop it.

Adding a Field to a Form

1. Right mouse click and select ‘Customize Layout’
2. Scroll down to ‘Single Organization’ and expand

      3. Scroll down to 'Parent Organization and expand

       4. Add 'Organization Name'

       5. Drag and drop ‘Organization Name’ on to your form. You may want to right mouse click on the label and rename it to ‘Parent Organization’.