This guide outlines the steps for submitting a request to have a new eForm created in your EMR, ensuring accuracy, efficiency, and PHIPA-compliant handling of clinic documents.
Step 1: Prepare the Original Source Document
Before submitting your request, ensure you have the original, editable version of the form:
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✅ Accepted formats: PDF (fillable), Word (.doc/.docx)
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❌ Not accepted: Scanned documents, photos, or handwritten forms
Using the original document ensures the eForm can be built accurately and function correctly within the EMR.
Step 2: Confirm Fax Information
Please confirm and clearly indicate:
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The fax number where the completed eForm should be sent
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Any specific faxing rules (cover page required, attention line, etc.)
If multiple fax numbers exist, specify which form goes to which destination.
Step 3: Submit a Helpdesk Ticket
Submit your request using one of the approved, secure channels:
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🌐 Helpdesk Web Form: https://echoplex.ca/helpdesk/
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📧 Email: helpdesk@echoplex.ca
For non-urgent requests such as eForm creation, please avoid calling unless advised.
Step 4: Include Required Details in Your Ticket
To avoid delays, include the following information in your ticket:
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Clinic or organization name
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Contact person for questions or approvals
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EMR name and environment (if applicable)
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Name of the eForm to be created
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Attached original document (PDF or Word — not scanned)
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Fax number the eForm should send to
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Any special instructions (mandatory fields, auto-populate fields, signatures, checkboxes, etc.)
Do not include patient-identifying information in the ticket or attachments.
Step 5: Review and Approval
Once the eForm is created:
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Echoplex will provide a preview or confirmation
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The clinic is responsible for reviewing accuracy
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Approval is required before the eForm is made available for clinical use
Compliance & Security Notes (PHIPA)
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All submitted documents are handled in accordance with PHIPA and healthcare IT best practices
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Access is restricted to authorized support personnel only
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Please ensure submitted forms do not contain patient data
Typical Turnaround Time
Turnaround depends on form complexity and current workload. If the request is time-sensitive, note this in the ticket so it can be prioritized appropriately.
Following this process helps ensure your eForms are created efficiently, securely, and ready for clinical use with minimal revisions.