Related Articles
Upload a Form
Upload a Form to the System From Libraries on the left Dashboard menu, select Forms in the Master Tables panel. Select Add. Form ID: A shortened title for the document. This name is used to link your document to appointment types of the form group ...
Use Mappable Fields for Forms
List of Mappable Fields Access the List of Mappable Fields here. A list of mappable fields is also available from the PM System. Access the Mappable Fields List from the PM System On the Left Side Menu, select Libraries. Under Master Tables, select ...
Form Field Mapping
Creating/Mapping/Uploading a Form The instructions in this topic use Nuance PDF creator. Similar PDF creators should have similar processes and features. For information on PDF creator tools, see Create and Edit Forms. Create or Edit a Form. Use a ...
Print Forms
The forms will electronically complete with the mappable fields that you added to the form. You can print specific forms from the Patient Dashboard, Scheduling Dashboard, or Encounter Dashboard. Print a Form from the Patient Dashboard Select Patient ...
Insurance FAQs
Insurance FAQs Different Insurance How do I transfer/move a Charge/Encounter to another carrier/payer/insurance? How do I change a Secondary Insurance to the Primary? How do I change a policy number, group number, or group name on an Insurance ...