Upload Forms

After a Form has been created and mapped, it can be uploaded to the System.

Form Type: Determine where this form will be available (Patients, Appointments, or Charges).
Template File: Select Choose File and select the PDF from your computer.
Enter a meaningful Title and Description.
POPS Form: Check this box to make this 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.

Signature Valid For: Enter a number of Days, Months, or Years.
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].

Next Step

Map the Form with dynamic fields to allow data to automatically populate the Form from the PM, or to allow Patients to complete Forms through POPS.

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