You can open, fill out, and print or send electronic forms from the patient chart.

Using auto-fill templates, you can automatically insert provider data, and data from the patient chart into the form, such as patient demographics.

All forms must be associated with a patient. Use a fake patient for a form that is not associated with a patient. This is great for organizing handouts.

You can share forms with patients using our secure patient portal by adding them as an attachment. See Sending messages to patients through the patient portal.

Steps

1. From the patient chart, click Start/Open > Forms. The forms section opens.

2. To open a historic form, click it.

3. To add a new form, in the top-right corner, click Add Form.

📌 Note: If you have folders configured, first select the folder (see Organizing your templates into folders).

4. To search for a form, use the Search Template... field.

5. Click to select the form from the list.

6. The Auto Fill Templates window opens. To pull patient data into the form, such as demographic information, make sure that Patient Data is selected (blue).

7. If you use another autofill template, select it from the list (see Using autofill templates on forms).

8. Ensure that the correct data points are selected (such as location, appointment or provider).The data points selected in this window define what pulls into the form template via the configured variables (see Applying data to forms).

💡 Tip: If you always choose the same options, hide the Auto Fill Template window to save time. Select Do not open this dialog by default. Conversely, if you do not see the popup window, you may have selected this check box. To enable the window again, see Enabling skipped dialog messages or warnings.

9. Click Apply. The form opens pre-filled with any form variables that you have configured.

10. Click and complete any text or checkboxes as required. You can override any pre-filled data points.

📌 Note: If your form has configured mandatory fields (red asterisk next to the field) and you do not complete them and attempt to save the form, an error message appears for you to complete the field(s) before saving it.

💡 Tip: To edit, reprint or fax a historic form, the same workflow and actions are used.

11. Perform any actions needed on the form. The available form actions are described in the table below.

The form is saved to the patient chart.

12. If your clinic uses form statuses, click to apply the appropriate status (see Applying a status to a form).

13. In the Actions column, you can perform the following actions without opening the form.