Upload Forms
Upload Forms
Any existing PDF can be uploaded and mapped to System data. If you have a Form created as a MS Word document or Google Doc, save the Form as a PDF before attempting to upload it.
From Libraries on the Left Side Menu, select Forms in the Parent Tables panel.
Select Add.
Form Panel (All Forms)
For information on Required Signatures, see Map Forms - Form Settings.Form Type: Determines where this form will be available (Patients, Appointments, or Charges) and what is required from the Form.
Patient: The Form is associated with the Patient.
If a signature is required, it remains valid for the duration set, regardless of the number of Appointments the Patient has.
Appointment: The Form is associated with a specific Appointment based on the set criteria.
If a signature is required, it is only valid for one Appointment per Patient.
Encounter: The Form is available from the Encounter.
Receipt: The Form is available when printing a Receipt.
Template File: Select Choose File and select the PDF from your computer.
Enter a meaningful Title and Description.
POPS Form: If POPS Registration is enabled, check this box to make the Form available for completion in POPS.
Patient Facing Description: If you want Patients in POPS to see a different name for the Form, enter it here.
Enter an Effective/Expiration date.
Criteria Panel (POPS Only)
Required: Makes the Form part of the Patient's Required Forms.
Required Forms are included in the Completed Forms count (for example, 3/5) on the Patient Dashboard.
A Form sent to a Patient through a Form Request is counted as required, whether or not Required is selected on the Form.
Patient Age >=: Enter the minimum age of a Patient that should be receiving these Forms.
Patient Age <=: Enter the maximum age of a Patient that should be receiving these Forms.
Select the relevant Appointment criteria (Appointment Type, Appointment Resource, Facility, and Insurance).
Select Save [F2] or Save and Map.
Next Steps
Map the Form with dynamic fields to allow data to automatically populate the Form from the System, or to allow Patients to complete Forms through POPS.