Uploading PDF forms | Scribe

    Uploading PDF forms

    • Rhonda Blair |
    • 24 steps |
    • 4 minutes
    1
    Click "Your Account" under your name.
    2
    Click "PDF Forms" from the drop down menu.
    3
    Click "Upload New form" on the left hand side.
    4
    Click the "Name" text field and add the name of the new form.
    5
    Click the "Category" dropdown menu and choose what category it belongs to.
    6
    Click the "City" text field and add the city.
    7
    Click the "Share With Ava?" check box if you would like to share this PDF with all other Ava Clinics.
    8
    Click the "Province" dropdown menu and add province.
    9
    Click the "Choose File" button in thee Select PDF File section to add the PDF form from your computer.
    10
    Click the "Upload PDF" button to Upload the PDF.
    11
    There are two sections on the PDF you have uploaded. "1. View" and "2. Forms."
    12
    To add aliases, click on "View."
    13
    To add aliases to text box, right click the desired text field and choose the appropriate alias once the dropdown appears.\ For example click "First Name."
    To add aliases to text box, right click the desired text field and choose the appropriate alias once the dropdown appears.\
For example click "First Name."
    14
    If your form does not have the text field, click on "Forms" as shown below.
    15
    To add a text field click on the "Text field" icon. Then click and drag your cursor to create a text box in the required field. Click here.
    To add a text field click on the "Text field" icon. Then click and drag your cursor to create a text box in the required field.
Click here.
    16
    Change the field name appropriately and click the "OK" button.
    Change the field name appropriately and click the "OK" button.
    17
    If the form has a check box, then click on "Checkbox Field" icon.
    18
    Click and drag your cursor over the check box to create a "Checkbox Field" and then click "OK" button.
    Click and drag your cursor over the check box to create a "Checkbox Field" and then click "OK" button.
    19
    If this is a gender Check Box and you want to auto-populate based on the patient information from the chart, then click on the edit option of the "Check Box" as shown below.
    If this is a gender Check Box and you want to auto-populate based on the patient information from the chart, then click on the edit option of the "Check Box" as shown below.
    20
    If it is a male check box then type the field name as "male_checkbox" and for female check box, type in "female_checkbox" and click the "OK" button.
    If it is a male check box then type the field name as "male_checkbox" and for female check box, type in "female_checkbox" and click the "OK" button.