Submit a Ticket to Create a New eForm in Your EMR

    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:

    • ✅ Accepted formats: PDF (fillable), Word (.doc/.docx)

    • ❌ 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:

    • The fax number where the completed eForm should be sent

    • 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:

    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:

    • Clinic or organization name

    • Contact person for questions or approvals

    • EMR name and environment (if applicable)

    • Name of the eForm to be created

    • Attached original document (PDF or Word — not scanned)

    • Fax number the eForm should send to

    • 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:

    • Echoplex will provide a preview or confirmation

    • The clinic is responsible for reviewing accuracy

    • Approval is required before the eForm is made available for clinical use

    Compliance & Security Notes (PHIPA)

    • All submitted documents are handled in accordance with PHIPA and healthcare IT best practices

    • Access is restricted to authorized support personnel only

    • 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.

    Published