Download the Docnote custom forms from Docnote, then import them into PS Suite. You do this once for your whole office: PS Suite shares the forms with every workstation. It takes about 5 minutes.

Before you start

• In Docnote, you need to be a practice Owner or Admin, or a practitioner. Office staff with the Member role can't see the forms. An Owner or Admin can give them the Admin role.
• In PS Suite, you need a user that's allowed to import custom forms. If Import Forms is greyed out in PS Suite, ask whoever manages PS Suite at your office to give your user that permission, or to do the import.
• Check whether the forms are already installed. One PS Suite install takes one set of Docnote forms. If another clinic that shares your PS Suite already installed them, don't download or import a second set: it stops the forms working for everyone. Your practitioners only need their site number and professional ID added (see How do I add my site number and professional ID?).

Download the forms

1. In Docnote, click Settings, then the EMR Connectors tab.

2. If your practice hasn't chosen its EMR yet, under Configure your EMR, choose Telus PSS and click Save. A green card reads Selected EMR: Telus PSS, and two cards appear below it. Only an Owner or Admin can choose the EMR.

3. On the Install Docnote Custom Forms card, click Download forms. The button also shows the version number of the forms.

4. If your browser asks where to save the file, choose a place you'll find again, such as your Desktop. Otherwise, it goes to your Downloads folder.

The card now reads Forms are up to date, and How to import the custom forms opens with the same steps as below.

Import the forms into PS Suite

1. In PS Suite, go to Records, then Settings, then Edit Custom Forms.

2. In the Custom Forms window, choose File, then Import Forms.

3. Select the zip file you downloaded, and import the full set at once.

4. Close and reopen any chart that was open. If a workstation still shows the old forms, or no Docnote toolbar, restart PS Suite on it.

Check it worked

Open a patient's chart. The Docnote toolbar shows at the top, with buttons such as Letter / Note, Rx Renewal and Services. Every Docnote form shows its version at the bottom left.

The toolbar appears on a chart through a PS Suite reminder that your office controls. If it's missing on some charts, see The forms stopped working for everyone at the office.

What happens next

Before anyone can send a request from PS Suite, add each practitioner's PS Suite site number and professional ID in Docnote. See How do I add my site number and professional ID?