This article explains how to add and use PDF forms, such as dental charts, anesthetic charts, and consent forms, that are set up in your cloud. This article does not cover how to set up PDF forms; for instructions on setting up forms, see PDF forms.
Follow these steps to add or use a PDF form:
-
Select Add in the desired location, and select the desired PDF form.
-
The Open form dialogue opens. Select Open.
-
The form preview opens with pre-filled information. Edit the information if necessary.
-
The form opens with available placeholder fields pre-filled by Provet. Review the pre-filled information and edit it if necessary.
-
Select Save changes to save changes manually.
-
If you want to lock the form to prevent further modifications, select Lock this form. Once a form is locked, it can only be printed.
-
From the preview, you can Save and print the document.
-
To send the form by email, select Send mail.
-
Select Cancel to cancel changes made to the form.
-
You can also Delete the form unless it is locked.
-
-
After closing the preview, the form is shown on the Forms section in Provet where you added the form in. All saved client, patient and consultation forms are also accessible for printing, editing, or deleting on the Forms tab of the client and patient page.
Updated
Comments
0 comments
Please sign in to leave a comment.