Upload a Form

Upload a Form

Upload a Form to the System

  1. From Libraries on the left Dashboard menu, click Forms in the Master Tables panel.
  2. Click Add.
  3. Form ID: A shortened title for the document. This name is used to link your document to appointment types of the form group APT.
  4. Form Name: The title of the document. 
  5. Form Group: Repeat this field for each location the form will be used.
    • APT: Form will be available in the Appointment menu.
    • CHG: Form will be available in the Encounter Dashboard
    • PAT: Form will be available in the Patient Dashboard.
  6. Template File Name: Enter the same content used in the Form ID field. The same shortened title is also used when linking the form to Appointment Event Types in the Charge Ticket field.
  7. Upload: click Choose File and select the PDF from your computer.
  8. Click Save (F2). 

Learn More

  1. Forms and Superbills

  2. Create and Edit Forms

  3. Mappable Fields

  4. Form Field Mapping

  8. Create a Patient Receipt Form


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