Form Field Mapping

Form Field Mapping

Creating/Mapping/Uploading a Form

The instructions in this topic use Nuance PDF creator. Similar PDF creators should have similar processes and features. For information on PDF creator tools, see Create and Edit Forms.

  1. Create or Edit a Form.

  2. Use a PDF converter.

    • Add fields from Mappable Fields to any part of the document to populate data from the system.

  1. Save the PDF.

  2. Upload a Form: Select the PDF that you saved.

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:
    1. Alignment: Choose Left for most forms.
    2. Multi-Line: Allows text in a larger field using multiple lines.
    3. Scroll Long Text: Allows you to type on one line.
  9. Click Save (Save as PDF) after you have mapped the document.

Learn More

  1. Create and Edit Forms Overview

  2. List of Mappable Fields

  3. Upload a Form

  7. Create a Patient Receipt Form  


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