You can add variables to form and cover page templates that allow you to pull and push data to and from various sources. You can configure patient data, referral data, form data and lab results to pull into forms and cover pages. You can also configure forms and cover pages to push information back to these variables.

You can add text boxes to cover page and form templates. They can be configured to remain blank so that you can type in them. They can be auto-fillable and configured to push and pull patient data. You can also set them up so that you can select from a dropdown menu, using form data.

Before you can add text boxes to form or cover page template, you have to add a base document (PDF). See Creating cover page templates and Creating from templates.


  1. Click on an area in your form or cover page template where you would like to add a text box.

    A window appears with three options.

  2. Click Text Box.
    An Update Text Box window opens.




Type the name of the text box in the empty field.

πŸ“Œ Note:

  • A text box that has any data applied, is automatically named, for ease of reference.

  • The Name is not the text that will show on the form itself. If you want to apply text to the form, use autofill templates. See Creating auto fill templates (for forms).

πŸ’‘ Tip: We recommend that you give each text box and checkbox a unique name. This is very important when using autofill templates and CHR analytics.

Font Family/ Bold/ Italic

Select the font type.

Optionally select B (bold) or I (italics).

Font Size

Select the font size.

Text Height

Select between 100% to 200%. This determines the position of the text within the red text box.

Auto fill configuration

Select one of the items:

  • Disabled
    πŸ“Œ Note: Select Disabled if you want to create a text box that does not auto fill.

  • Patient Data

  • Referral Data

  • Form Data

  • Lab Result

Gear Icon.

For Patient, Referral and Form Data, click the gear icon and configure the data variable:

  1. Under Category, select a data category.

  2. Under Data property, select a data property

  3. Under Visible Data, select a data field.

For Lab Result, click the gear icon and configure the data variable:

  1. Under Lab Result, select a lab result.

  2. Under Format, select simple and select what part of the result you want to appear in the form/ cover page.
    Select advanced and type the exact format you want in the empty field.

    πŸ“Œ Note: the list under lab results pulls from all the labs that exist in your patient's charts. If you have lab mapping set up, it will pull the naming from there.

Updating Data Configuration

Select one of the items:

  • Disabled

  • Patient Data

  • Referral Data.

If you select patient or referral data, you can update patient / referral data in the patient chart with the information that you added in your specific text box.

πŸ“Œ Note: Users must click Update template data after they have completed a form.

3. Click outside the window.

4. Click Save.

πŸ’‘ Tips:

  • To remove a text box, click to open the dialog window and click the trash icon (top right corner) to delete it.

  • To resize a text box, click a red dot and drag it to the desired size.

  • To reposition the text box, click and drag it to the desired location.

Created: August 4, 2021

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