Adding/Editing Personal History Template in LXEdge

Question Last Updated on: 2/6/2025

Introduction

Personal History templates in LXEdge are fully customizable, allowing examiners to manage examinee information through individual data points. Each data point is stored in a field, which is a single piece of information within a larger set of data. Think of a field like a box that holds one specific detail. Each field contains one type of information about the examinee. Examiners can add, modify, copy, regroup, or delete these fields as needed. Templates can be saved for future use and duplicated to create new ones for various testing scenarios. It's important to note that any changes to Personal History templates will only affect new PFs; existing PFs will retain the settings of the template used at the time of their creation.

Many examiners will find that once they create a Personal History template for a testing situation, that will become their personal default Personal History template for that type of testing. The Personal History templates will be embedded in a PF template, which will be explained in the PF Template training section.

Default Personal History Template

LXEdge includes a Default Personal History template with the following categories:

• Personal History
• Family History
• Employment
• Comments

Each category contains groups of relevant fields. For example, the Family History category includes groups of fields about each family member. All categories, groups, and fields are fully customizable.

Viewing the Default Personal History Template

When first creating a customized Personal History template, it is recommended to do so from the Default Personal History Template. Personalized Personal History templates can also be created from another personalized template, but when starting to create personalized Personal History templates, it may be best to work from the Default Personal History Template.

To access the Default Personal History template in LXEdge, click on the Templates button in the main menu, then select Personal History at the top of the screen.

Customizing Personal History Templates

Step 1: Creating a New Template

Options for creating a PF template

• Duplicate and modify the Default Personal History template or any custom template.

To create a new template from the Default Personal History template, click the blue EDIT button on its card. This action generates a new template based on the Default Personal History template, as it cannot be edited directly. A prompt will then appear to name the new template. Note that the EDIT button will allow you to directly manipulate custom templates.

Step 2: Managing the Components of Personal History Templates

Personal History templates consist of categories, groups, and fields

• Fields: Individual data points about an examinee.
• Groups: Collections of related fields.
• Categories: Collections of related groups.

Each component can be easily managed

• Add a New Category: Scroll to the bottom of the template components and click the New Category + button.
• Add a New Group: Click the New Group + button at the bottom of an existing category.
• Add a New Field: Click the + Add Field button within an existing group.
• Reorder Components: Click and drag fields, groups, and categories to reorder them. Fields can be moved between groups, and groups between categories, if the destination is not empty.
• Edit a Component: Click on a component to highlight it, then make changes on the right side of the screen. Only the names of categories and groups can be customized. Field options are covered later in this document.
• Additional Operations: Click on a component to highlight it, then use the Copy, Paste and Delete buttons at the top of the screen.

Step 3: Understanding Personal History Fields

Each field in a Personal History template can be configured with different data types. The available types are

• Birth Date: Date field that can calculate and display examinee age.
• Custom Field: Allows creation of a custom format to restrict how data is entered.
• Date: Allows dates to be added.
• Numeric: Allows only a number to be entered.
• Phone Number: Phone number in US format. See Custom Fields for information on how to create a field with a different format.
• Dropdown List: Enter a list of options for the user to select from.
• Separator: Visible separator between fields.
• Signature: Requires a signature pad.
• SSN: Social Security Number in US format. See Custom Fields for information on how to create a field with a different format.
• Subject Name: Examinee name. This field type is always required.
• Text: Allows data to be entered without any restrictions.

Field Options

All fields, except the Separator type, have several configurable options

• Name: The text displayed for the field when filling out the personal history at the beginning of an exam.
• Required: Fields can be set as required or optional, except Subject Name, which is always required.
• Data Stripping: Data in this field will be removed when archiving or emailing a PF made with this template.
• Report Field: Corresponds to the name of the field used in reports. This value is preconfigured for some field types.

These options make it easy to customize the templates to fit different testing scenarios.

Custom Fields

The "Custom" field type lets you define a specific format using an Entry Mask, which controls the characters that can be entered. Refer to the table below for the mask characters and their meanings. Any characters in the mask not listed in the table must match the data entered exactly. Note that the mask only restricts the characters allowed at each position; it does not automatically format the input string.

Mask Characters
Character	Meaning
#	Numeric (0-9)
_	Wildcard, matches any character
*	Wildcard, matches any character

Example

To create a custom field that only accepts a properly formatted Canadian Social Insurance Number (SIN), use the mask "### ### ###". This mask ensures that the input consists of three numbers, a space, three more numbers, another space, and three final numbers. Any deviation from this format, such as missing or additional spaces or numbers, will result in an error and the chart cannot be started until it is corrected. The screenshot shows an example of an incorrectly entered SIN and the warning that appears when a custom field has data incorrectly entered.

Step 4: Saving a Custom Personal History Template

When you select the Default Personal History template to edit you will see the following (Note there are additional groups and fields below as you scroll down).

Each of the default groups (ex. Subject, Drivers License, Address) can be retained, edited or deleted based on your preference. You may also create additional custom groups using the New Group yellow colored + tab at the bottom of the page.

To delete a group entirely, simply click on the blue header (in the example here the Demographics header. The section will highlight slightly gray and will show in Customization box to the right. Then click the trash can and the Group will be deleted. Note you can also delete fields within each group by clicking that field and then clicking the trash can.

To edit a field within a group, click that field and it will highlight gray and show in the Customization box on the right (in this case Education in the Demographics group). From the Customization box you can edit the field name, and it will change the field name in the group (We changed Education to Highest Level of Education).

Step 5: Saving a Custom Personal History Template

Once a customized Personal History template is ready, save it with its current name by selecting the Save button, or save it with a new name using the Save As... button at the top of the screen.

Viewing Personal History Templates

After creating custom Personal History templates, the Personal History templates page will list them on the left side, with user-defined templates at the top and the Default Personal History template at the bottom. To view the details of or edit a custom template, click the blue EDIT button on the template card after selecting it from the list.

Managing Personal History Templates

To delete, duplicate, or rename a custom Personal History template, select it from the user-defined Personal History templates menu, then click the three dots at the upper right corner.

Example Video

This video demonstrates how to create a custom Personal History template, manipulate and utilize various field types, and develop a PF Template using the new Personal History template. It also covers the creation and validation of custom fields within the new PF.

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