Map Forms

Map Forms

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.
  • Field mapping does not occur in the PM; use a tool such as Nuance PDF to map Form fields.
  • See List of Mappable below for a list of fields that can be mapped.


Map using a PDF Editor

The following instructions use the Nuance PDF tool. The instructions for your specific tool or version of Nuance PDF might differ. Generally, the basic instructions are applicable.

  1. From the Form, click Text Field Tool.
  2. Draw a field by clicking and dragging the field box. Release the mouse when the field is the desired size. Releasing the mouse opens the Text Field Properties window.
  3. General Tab: Field Name = System Field ID. Example: "pat.fullname" for the patient's entire name to pull into the field. Note that you can also name it something that is not a System Field ID if you do not want it to generate any information but want to enter data in the field.
  4. Outline Color: Choose No Color (prevents a box around the data on the form).
  5. Fill Color: Choose No Color (prevents the field from being seen on the form - just the data).
  6. Font Size: Choose a font size that will fit in the space allotted. Usually size 9 or 10 work well.
  7. Font: Any font will work. Choose a readable font (no Comic Sans). Arial, Calibri, Helvetica, and Cambria all work well.
  8. Options Tab:
  • Alignment: Choose Left for most forms.
  • Multi-Line: Allows text in a larger field using multiple lines.
  • Scroll Long Text: Allows you to type on one line.
  1. Select Save as a PDF after you have mapped the document.

After the Form has been mapped, Upload the Form to the System.

Access the 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

  1. On the Left Side Menu, select Libraries.
  2. Under Master Tables, select Forms.

  1. Select Add.

  1. Select Print List of Fields.

This procedure opens a printable PDF of all Mappable fields.

Printing from a specific page has its own specific fields.

  • For example: The Appointment mappings will not print on a form printed from the Patient Dashboard.



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