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.
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.
Types of Fields
Mappable Fields
- Mappable Fields will populate information onto the Form when it is printed or viewed in POPS.
User Inputs (POPS Only)
Fields that a Portal User will use when completing a Form in POPS.
- 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.
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