Predefined PDF forms can now be filled out right into the software, merge with medical records from Patients, Consultations or Patient Forms


Adding a Patient PDF Form Template

1. Go to Patient Documents under the Records tab, or under the Patient Chart

2. Click Add from Template

3. Press Create New  and select PDF

4. Select your PDF template


Patient documents pdf forms selection



Using a Patient PDF Form Template

1. Go to Patient Documents under the Records tab, or under the Patient Chart

2. Click Add from Template

3. Select the PDF template 

4. Select your PDF template. The resulted document will look like bellow


Patient documents pdf forms data entry



How the Fields are Merged

The fields are merged using merge fields generated by the program. You can view the list for keys for each template by pressing View Fields as bellow:

Patient documents pdf forms view fields

 

Inside the PDF, the PDF form fields are identified in 2 ways:


1. The first one is by actual field name of the PDF form field . This has to be set during design of the PDF form


2.The second one is to set placeholders inside the PDF form field, in the format <<FieldName>>

For example to merge the field FirstName , template PDF should look like bellow:

Patient documents pdf forms field entry