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. Select Patient on the left Dashboard menu to go to Find Patient/Guarantor.

  1. Use the Filter Criteria to search for the patient.

  1. On the Demographics Panel, select Forms.

  1. On the Patient Forms screen, from the Select Form dropdown list, select the form to print.
  2. Select Run. This opens a PDF of the form. 

  1. Select Print.

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


  1. Select Scheduling on the left Dashboard menu.
  2. From the Scheduling Dashboard, under Functions, select Calendar.

  1. On the Calendar, select the patient's appointment. 

  1. In the patient appointment popup window, select Print Form.

  1. On the On-Demand Forms screen, from the Select Form dropdown list, select the form to print.
  2. Select Run.

  1. Select 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 to print the form.

  1. Select Forms. 

  1. Choose the form from the Select Form dropdown list.
  • To print a blank form to complete manually, select the Print Blank checkbox.
  1. Select Run.

  1. Select 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. Select Run.

  1. Select Print.

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


Learn More

Forms, Face Sheets, and Superbills Creation

List of Mappable Fields

Form Field Mapping

Upload a Form

Link Form to Appointment Types/Resources

Print Superbills and Forms from the Calendar

Create a Patient Receipt Form





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