Print a Form from the Patient Dashboard

1. Select 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, select Forms.

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

6. 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

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

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

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

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

7. 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

1. Go to the Encounter Dashboard to print the form.

2. Select Forms. 

3. Choose the form from the Select Form dropdown list.

• To print a blank form to complete manually, select the Print Blank checkbox.

4. Select Run.

5. 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.

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

3. 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.