Print Forms
The forms will electronically complete with the mappable fields that you added to the form. You can print specific forms from the Patient Dashboard, Scheduling Dashboard, or Encounter Dashboard.
Print a Form from the Patient Dashboard
- Select Patient on the left Dashboard menu to go to Find Patient/Guarantor.
- Use the Filter Criteria to search for the patient.
- On the Demographics Panel, select Forms.
- On the Patient Forms screen, from the Select Form dropdown list, select the form to print.
- Select Run. This opens a PDF of the form.
- Select Print.
Depending on your computer's operating system and PDF viewer, the print icon might look different from the figure above.
Print a Form from the Scheduling Dashboard
- Select Scheduling on the left Dashboard menu.
- From the Scheduling Dashboard, under Functions, select Calendar.
- On the Calendar, select the patient's appointment.
- In the patient appointment popup window, select Print Form.
- On the On-Demand Forms screen, from the Select Form dropdown list, select the form to print.
- Select Run.
- Select Print.
Depending on your computer's operating system and PDF viewer, the print icon might look different from the figure above.
Print a Form from the Encounter Dashboard
- Go to the Encounter Dashboard to print the form.
- Select Forms.
- Choose the form from the Select Form dropdown list.
- To print a blank form to complete manually, select the Print Blank checkbox.
- Select Run.
- Select Print.
Depending on your computer's operating system and PDF viewer, the print icon might look different from the figure above.
Print a Blank Form
You can print a blank form with no Patient information.
- On any of the forms screens from the directions above, select the Print Blank checkbox.
- Select Run.
- Select Print.
Depending on your computer's operating system and PDF viewer, the print icon might look different from the figure above.
System Setting for Printing Order of Superbills and Forms
Admin > System Settings > Scheduling > TICKET_SORT
- This setting determines in what order Charge tickets/superbills will print.
- Time (and ---): Tickets will print from earliest to latest appointment.
- Resource, Time: Tickets will print grouped by Resource, then by Appointment time for each Resource.
- Last Name: Tickets will print alphabetically based on the Patient's last name.
- Resource, Last Name: Tickets will print grouped by Resource, then alphabetically by Patient's last name for each Resource.
Note that tickets are printed with a single click from the Calendar. They will print for the Resource/Facility options that are selected on the Calendar at the time of printing, using the group/sort option selected here.
Related Articles
Create Forms
Create Forms A form can be a superbill, face sheet, or any other form. You can create and maintain additional forms by purchasing and using a PDF Creator tool. We recommend using Fox It PDF Editor Pro, but any software that allows you to edit or ...Upload Forms
Upload Forms After a Form has been created and mapped, it can be uploaded to the System. From Libraries on the left Dashboard menu, select Forms in the Master Tables panel. Select Add. Form ID: A shortened title for the document. This name is used to ...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 ...Link Forms to Appointment Types/Resources
The Form must be linked to an Appointment Type and/or Resource for batch printing to be available on the Scheduling Dashboard. Link the Appointment Types to a Superbill (Encounter Form, Fee Ticket) In Scheduling Setup, choose the Types tab. Add a new ...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, ...