Using electronic forms
Updated over a week ago

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.


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.



Updating Template Data

Update patient or referral data in the patient chart with the information that you add to the configured variables.

The template variables must be configured with updating data.

Drawing Mode

Draw over the form template (see Drawing on electronic forms).


Create a new referral. A new window opens enabling you to quickly create the referral without leaving the patient chart (see Referrals).


Forms that are configured for reconciliation have the Reconcile button (see (Form reconciliation). Once the form is reconciled, click to open the connected lab report.


Record your changes and save the form once completed.


Generate a PDF of the form. You can add a cover page before printing, emailing or faxing the form (see Adding a fax cover page to a PDF document).


Quickly print the form without a cover page. This is helpful if you need to provide the patient with a copy of a requisition.


Quickly fax the form without a cover page. The recipient you select in the Auto fill Template window will automatically be set as the recipient.

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.



Open Fax History

Click to view the fax and print history of the form. Any failed faxes show.


Click to quickly print the form.


Click to quickly fax the form without a cover page.


Click to archive the form. To view all archived forms, in the top-left corner, toggle to the Archived view. To restore a form, under the Actions column, click the restore icon. See Archiving patient forms.

Modification History

Click to see any updates made to the form. The updates appear with the user name and a timestamp.

Updated June 2, 2023

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