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Quick start guide: Adding forms and attachments
Quick start guide: Adding forms and attachments
Updated over a week ago

Quick start: This topic provides a high level overview of the steps required to quickly complete the task. For detailed instructions, refer to the comprehensive help topics: Adding forms to encounters, Adding attachments to encounters, and Using electronic forms.

From an encounter - form

  1. In the Attachments section of an encounter, click +Add Form.

  2. Select a form from the list. 💡Tip: Enter text in the search field to search for a form.

  3. If an autofill template is associated with the form, confirm the Auto Fill Template details and click Apply.

  4. Complete the form and click Save when you are finished.

  5. The form appears in the Attachments section of the encounter. Click the appropriate icon to:

    • Print the form

    • Save the form as a PDF (where you can then print, download, fax, or email the form)

    • Fax the form (without a cover page)

  6. The form is now also available in the Forms section of the patient’s chart.

From an encounter - attachment (files saved on your computer)

  1. In the Attachments section of an encounter, click +Add Attachment.

  2. In the Upload File window, click Select a patient file.

  3. Browse to find the file on your computer, then click Open.

  4. The File Name will auto-populate for you, but can be changed if necessary.

  5. Optionally enter a Description of the attachment (if the name is not descriptive).

  6. Select an Owner from the list. Select Notify New Owner to send a message to the owner.

  7. Select the appropriate file Tags.

  8. Click Save.

Outside of an encounter - form

  1. From the patient’s chart, choose Start/Open > Forms.

  2. Click +Add Form.

  3. Select a form from the list. 💡Tip: Enter text in the search field to search for a form.

  4. If an autofill template is associated with the form, confirm the Auto Fill Template details and click Apply.

  5. Complete the form and click Save when you are finished.

  6. Click the button to PDF, Print, or Fax the form.

    • If faxing the form, select the recipient and then click Send.

Updated March 20, 2023

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