Create Forms

Create Forms

Create Forms

A form can be a superbill, face sheet, or any other form.

You can create and maintain additional forms by purchasing and using a PDF Creator tool.

  • We recommend using Fox It PDF Editor Pro, but any software that allows you to edit or write a PDF will work.
  • Find the instructions online for whichever tool you choose.
  • YouTube would be a good place to start.
  • Create the form, which is typically done in MS Excel or Word.
  • Save the form as a PDF document (PDF only).
  • Open the PDF in Fox It PDF or another PDF Editor.

Next Step

After the Form has been created, Upload the Form to the PM System.

Learn More

Forms Overview

Map Forms

List of Mappable Fields for Forms

Upload Forms

Create a Patient Receipt Form


    • Related Articles

    • 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 ...

    • Forms Overview

      Forms are essential tools in the PM that allow you to upload, create, customize, and print documents such as Superbills, Facesheets, Labels, and Patient Receipts. Once uploaded and mapped, Forms can be used throughout the system for printing, ...

    • Upload Forms

      Upload Forms After a Form has been created outside of the PM, it can be uploaded to the System. From Libraries on the Left Side Menu, select Forms in the Parent Tables panel. Select Add. Form Panel (All Forms) Form Type: Determine where this form ...

    • Enrollments: Create Enrollments Panel

      Create Enrollments Panel Home Dashboard > Actions Panel > Enrollments button > Create Enrollments Panel Enrollment Templates Begin the Enrollment process by creating your Enrollment Templates. Enrollment Templates are used to auto-fill the Forms. If ...

    • Print Superbills, Face Sheets, and Forms from the Calendar

      In the Documentation and in your PM system, Superbills can be referred to as Encounter Forms, Fee Slips, Fee Tickets, and Tickets. Print Multiple Superbills To print a batch of Superbills at once, there must be an uploaded and mapped Superbill in the ...