Save and Continue: how to set up an Event form so you can save an Entry and then continue to edit it to access related events

A number of system are set up so that assessment information or consultation information can be linked to an injury record or a medical record (called related Events). Previously, you had to enter in a new record and save it before you could access the "related events" at the bottom of the page. Now, the system builder can set an Event form to have a "save and continue" button that enables users to save the record and then reopens enabling the related events to appear.

Previously, to access any related events (Event Forms that appear at the bottom of the Entry after you save a record) you needed to complete the new entry, save it and reopen it from the sidebar or athlete history

Previously, to access any related events (Event Forms that appear at the bottom of the Entry after you save a record) you needed to complete the new entry, save it and reopen it from the sidebar or athlete history

To previously access any related events or even some SOAP notes you needed to save and close the record (as shown here), then open the record again from the history (as shown in the image in the step below) to be able to access the related events and then enter in additional assessments or consultations etc for that record.

After you saved the record you had to open it using the sidebar or athlete history

Then the Related Events for the record were accessible

Then the Related Events for the record were accessible

Now, any Event Form can be set up on the Builder Site to have a "Save and Continue" which saves the record and enables you to access any related events and continue editing it without leaving the form

Now, any Event Form can be set up on the Builder Site to have a "Save and Continue" which saves the record and enables you to access any related events and continue editing it without leaving the form

The Save and Continue works the same way as a "Save and Close". By clicking "save and continue" the record will be saved on the system as an actual record, however it is kept open to enable Users to continue editing the record and access any forms or assessments which are only accessible upon saving the record. The save and continue button removes the need to save the record, reopen it and then enter in the assessment details. It also works as a safeguard against entering in the wrong dates for assessments when you need data from the assessment to pull back into your SOAP notes.

To enable the Save and Continue button to be accessible, you need to go to the Builder Page and open the correct Event Form

Not all event forms need to be set up with a "Save and Continue" as you only need to set up the functionality on forms that have related events, or on forms that have tables or data which a user cannot access unless they save the event on the system first.

The example here shows that the Medical Record form is going to have the Save and Continue button enabled.

Go to the Form's Advanced Properties and set the "Save and Continue" to Yes (as shown here)

Go to the Form's Advanced Properties and set the "Save and Continue" to Yes (as shown here)

Enable the "Save and Continue" button as shown here and save the Event Form. You will not be able to rename the button as you can with the save and close and save a lock text.

The Save and Continue button is now accessible and when it is clicked users can access the related events (as shown here), or SOAP tables that can only be entered once the record is saved

The Save and Continue button is now accessible and when it is clicked users can access the related events (as shown here), or SOAP tables that can only be entered once the record is saved

The Record is actually saved when "Save and Continue" is clicked and the Related Events are Automatically available to be entered, e.g. the Ankle Assessment etc. You will have different assessment to complete, but the workflow will be the same. The example below shows that an Ankle Assessment is completed as a related event.

Enter in any Related Events: for this example the Medical Consultation form is entered

Enter in any Related Events: for this example the Medical Consultation form is entered

If your system is set up to pull data from a related event form into the SOAP notes, ensure it is date matched.

If your system is set up to pull data from a related event form into the SOAP notes, ensure it is date matched.

The example shows information being pulled back into the SOAP table when the dates in the SOAP row match the dates in of the related event entry (e.g. Medical Consultation entered on the 18-01-2012. Not all systems are set up this way.

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