After a Form has been created outside of the PM, it can be uploaded to the System.

1. From Libraries on the Left Side Menu, select Forms in the Parent Tables panel.
2. Select Add.

Form Panel (All Forms)

3. Form Type: Determine where this form will be available (Patients, Appointments, or Charges).
4. Template File: Select Choose File and select the PDF from your computer.
5. Enter a meaningful Title and Description.
6. POPS Form: If POPS Registration is enabled, check this box to make the Form available for completion in POPS.
7. Patient Facing Description: If you want Patients in POPS to see a different name for the Form, enter it here.
8. Enter an Effective/Expiration date.

Criteria Panel (POPS Only)

9. Signature Valid For: Enter a number of Days, Months, or Years.
10. Patient Age >=: Enter the minimum age of a Patient that should be receiving these Forms.
11. Patient Age <=: Enter the maximum age of a Patient that should be receiving these Forms.
12. Select the relevant Appointment criteria (Appointment Type, Appointment Resource, Facility, and Insurance).
13. Select Save [F2].

Next Steps

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.

Learn More

Forms Overview

Create Forms

Map Forms

List of Mappable Fields for Forms

Link Forms to Appointment Types/Resources

Print Forms

Print Superbills, Facesheets, and Forms from the Calendar

Print Labels/Mail Merge

Create a Patient Receipt Form