Forms Overview

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, scheduling, and reporting.

  • Note: Superbills may also be referred to as Encounter Forms, Fee Slips, or Tickets.

Setup and Print Forms

To set up and print Forms, follow the outline below. Use the links provided in each section to view step-by-step instructions.

  1. Create Forms
  2. Map Forms
  3. Upload Forms
  4. Link Forms (for use with Calendar - optional)
  5. Print Forms

Create Forms

Forms are not created within the PM System. Forms are designed in tools like Word, PDF editors, or other document creation software. You create the layout, fields, and content before bringing the form into the system.

Learn More: Create Forms

Map Forms

Field Mapping allows you to customize Forms by connecting specific fields in the form to Patient or Appointment data. This ensures that forms automatically populate with the correct information.

Learn More: Map Forms

Upload Forms

Uploading a Form makes it available for use in the System. Once uploaded, Forms can be mapped, linked to Appointment Types, or printed.

Learn More: Upload Forms

The Form must be linked to an Appointment Type and/or Resource for batch printing to be available on the Scheduling Dashboard.

Learn More: Link Forms to Appointment Types/Resources

Once Forms are uploaded and mapped, they can be printed. Printing options are available for Superbills, Facesheets, labels, mail merge documents, and Patient Receipts. Forms can be printed from the Calendar, the Encounter Dashboard, and the Patient Dashboard.

Learn More: Print Forms

Form Examples

System Delivered Forms

There are two System delivered Forms:

Face Sheet with Patient Demographics and Insurance

ABN Form
 



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