Print Forms

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. 

  1. Click Patient on the left Dashboard menu to go to Find Patient/Guarantor.
  2. Use the Filter Criteria to search for the patient.
  3. On the Demographics Panel, click Forms.
  4. On the Patient Forms screen, from the Select Form dropdown list, select the form to print.
  5. Click Run. This opens a PDF of the form. 
  6. Click Print.

    Depending on your computer's operating system and PDF viewer, the print icon might look different from the figure above.

  1. Click Scheduling on the left Dashboard menu.
  2. From the Scheduling Dashboard, under Functions, click Calendar.
  3. On the Calendar, click the patient's appointment. 
  4. In the patient appointment popup window, click Print Form.
  5. On the On-Demand Forms screen, from the Select Form dropdown list, select the form to print.

  6. Click Run.
  7. Click Print.

    Depending on your computer's operating system and PDF viewer, the print icon might look different from the figure above.

  1. Go to the Encounter Dashboard for the Encounter to print the form.
  2. Click Forms
  3. On the Charge Forms screen, from the Select Form dropdown list, select the form to print.
  4. Click Run.
  5. Click Print.

    Depending on your computer's operating system and PDF viewer, the print icon might look different from the figure above.

You can print a blank form with no patient information.

  1. On any of the forms screens from the directions above, select the Print Blank checkbox.
  2. Click Run.
  3. Click Print.

Depending on your computer's operating system and PDF viewer, the print icon might look different from the figure above.


  1. Create a Patient Receipt Form

    • Related Articles

    • Print Superbills and Forms from the Calendar

      Print a Batch of Superbills In the Documentation and in your PM system, Superbills can be referred to as Encounter Forms, Fee Slips, Fee Tickets, and Tickets. On the Scheduling tab on the Calendar, choose the Date, Resources, and Facilities for the ...
    • Encounter Demographics Panel

      The Encounter Demographics screen provides basic demographic information, such as name, address, DOB, and phone numbers. From the Encounter Demographic Panel, you have access to: Edit: Patient Demographic Edit screen Forms: Run and Print Forms, such ...
    • Forms, Face Sheets, and Superbills Creation

      Two System Delivered Forms Face Sheet with Patient Demographics and Insurance ABN Form Create and Edit Forms A form can be a superbill, a face sheet, or any other form. You can create and maintain forms by purchasing and using a PDF Creator tool. We ...
    • Use Mappable Fields for Forms

      Access the List of Mappable Fields here. A list of mappable fields is available in the PM System. Access the Mappable Fields List from the PM System On the Left Side Menu, click Libraries. Under Master Tables, click Forms. Click Add. Click Print List ...
    • Print Batched Paper Claims on a HCFA Form or on Plain Paper

      Print a Claims Batch After batching your Claims, on the Claims Management Dashboard, go to the Claim Batches to Be Sent/Printed panel. This panel does not include Batches that contain Encounters in a more recent Batch. Find the batch with Type HCFA. ...