Forms are a type of document that you can fill in and add signatures to in the system. Forms are generated using templates created in the system. To learn how to create form templates see the article Create a Form Template.

In this article, we’ll go over how to generate a form for a patient profile, fill out that form, and get patient signatures for the form.

To generate a form, first open the appropriate patient profile. Once in a patient profile, click the blue plus sign in the top right.

Click Add Documents in the menu.

On the Add Document page, click the Forms tab.

Use the Template dropdown to select an existing form template. You can start typing the name of a template to see matching options.

If the form is associated with an order, use the Order dropdown to select the order. You can also start typing the order number to see matching results. This is an optional field.

Click Show Preview to see what the form will look like on the right.

Use the Document Type dropdown to select the kind of document your form is. If you have any additional comments on the form, type them in the Notes field.

Most fields will auto-fill based on the form template and the patient profile information, but some will need to be manually filled in.

To change or add information to a form, click the editable field and type the desired information.

Use the arrows at the top to navigate between the pages if a form has more than one.

If a form template was set up for signatures, you will see a red Sign Here button in applicable fields. To add a signature, click Sign Here.

A new window will open. You can either draw a signature or upload one.

Click Draw in the top right of the window.

To the left, click Size to choose how thick the letters in the signature will be.

Draw the signature in the center of the window. Click Save to apply the signature and Clear to remove it and try again.

Click Upload in the top right of the window. Click Browse Image to select a signature image from your device. The signature will display below.

Click Save to apply the signature and Clear to remove it and try again.

Make sure you have filled in the needed fields and received the required signatures for a form. Use the arrows at the top to navigate between pages if the form has more than one.

Once you’ve made any changes, you click Save in the bottom right to save a copy of the form to the patient profile as a document.

After saving a form, it will now appear as a document in the patient profile. See Find and View Documents for information on finding generated forms.