Map Forms
Mapping allows you to connect Form fields in a PDF to System data.
- Once mapped, information such as Patient Demographics, Appointment details, and Provider information will auto-populate onto the Form when printed.
- Forms that are configured for POPS can also be mapped with signature fields.
- Field mapping is done in the PM after the Form has been Uploaded.
- See Types of Fields below for more information on the available fields.
Form Settings
- Require At Least One Signature: This setting ensures that at least one signature is collected on forms where all signature fields are optional.
- If a mandatory signature field is present, that requirement will apply instead.
- POPS Form: Check this box to make this form available for completion in POPS.
Map Forms
- In the Forms Library, select Map Fields.
- To add a Mappable Field or User Input, drag and drop the field onto the desired location on the Form.
- To modify the field, select it on the Form to delete it or convert it to a different type of field.
- To resize the field, drag the bottom-right corner of the yellow box.
Mappable Fields
Mappable Fields will populate information onto the Form when it is printed or viewed in POPS.
Labels (yellow fields)
- Yellow fields that auto-populate System data onto a Form.
- Labels include patient name, date of birth, contact information, etc.
User Inputs (POPS Only)
- Portal Users will complete the blue fields when filling out a POPS form.
- Signature: Provides the Portal User the ability to sign the Form.
- Text Box: Allows the Portal User to enter a free-text response.
- Checkbox: Adds checkboxes that allow multiple selections from a list of items.
- Radio Button: Adds buttons that allow a single selection from a list of items.
Learn More
Forms Overview
Create Forms
List of Mappable Fields for Forms
Upload Forms
Link Forms to Appointment Types/Resources
Print Forms
Print Superbills, Facesheets, and Forms from the Calendar
Print Labels/Mail Merge
Create a Patient Receipt Form
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