Once a Form template has been created with patient data variables, you are able to apply stored patient data to a Form. If you are unfamiliar with how to create Form templates, please click on the below button.


To apply patient data to a Form, once you are in a patient's chart, you can create a new Form. You will then be prompted to select a template to apply. After the template is selected, you will be shown the below dialogue box. Here you can choose to apply patient data to the Form, the location, selected date, recipient, selected user and selected appointment. 

Also note, whenever you are editing a Form, you have the option to apply patient data at anytime. You can do this by selecting the "Auto Fill" button at the top right hand corner of the screen. 

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