Completing Forms Using PDF Manager on the Web

You can use PDF Manager from the Patient Chart to pull related patient, provider, and insurance information directly into branded or standardized PDF forms. If you open PDF Manager from within the Visit Note, you can also pull certain exam data elements into the PDF. Examples of forms that could benefit from PDF Manager include specialized consent forms or standardized work, school, or DMV forms.

The fillable PDF forms must be created using Adobe Acrobat Pro and uploaded to Eyefinity EHR through administration. To learn more, go to Managing Interactive PDF Forms.

To learn how to use PDF Manager in the iPad app, go to Completing Forms Using PDF Manager on the iPad.

This page includes the following topics:

Open PDF Manager from the Patient Chart to pull related patient, provider, and insurance information directly into the PDF form. Open PDF Manager from within the Visit Note, to also pull certain exam data elements into the PDF.

  1. Open the Patient Chart or Visit Note.
  2. Click the PDF Manager action bar icon.

  3. Select the form you want to fill from the list. Filter by title, category, provider, or facility as needed to locate the form.

    A preview of the PDF displays filled in with any patient, provider, and visit information that's available within Eyefinity EHR.

    Some fields may appear empty for a variety of reasons:

    • The field represents a data element that is not stored in Eyefinity EHR You may enter this information manually. For more information, go to Adding and Editing Form Data.
    • The Eyefinity EHR data is not currently available. For example, you can pull specific exam information only if you open the PDF Manager from within the Visit Note.
    • The PDF field titles do not match the EMA Label listed in the reference sheet in administration. For more information, go to Creating Fillable PDF Forms.

You may edit any information that was pulled from Eyefinity EHR into the PDF form. You may also enter any information manually that did not prepopulate.

  1. Open the form in PDF Manager. For more information, go to Opening a PDF Form.
  2. Click in any field or check box. If the field is populated with information from Eyefinity EHR, you may edit this information. If the field has not data, you may enter it manually.

    If you click an area of the form and a text box does not appear, a PDF form field may not have been drawn there in Adobe Acrobat before the form was added to PDF Manager.

You may save a draft of the PDF form to resume editing later.

  1. Open the form in PDF Manager.
  2. Edit the PDF form information as needed.
  3. Click the Save As Draft action bar icon.

While you may see a PDF form draft listed as an attachment within the Visit Note, you must open the draft from the Patient Chart to resume editing it.

  1. Open the Patient Chart.
  2. Click the Attachments tab, located on the left side of the page.
  3. Click the hyperlink in the File column to edit the form in PDF Manager.

When you're finished editing the PDF, finalize the PDF form to prevent further edits.

  1. Open the form in PDF Manager.
  2. Edit the PDF form information as needed.
  3. Click the Finalize action bar icon.

Only finalized PDF forms can be printed. You may print the PDF from the Patient Chart or the Visit Note.

  1. Open the Patient Chart or Visit Note.
  2. From the Patient Chart, click the Attachments tab, located on the left side of the page.

    OR

    From the Visit Note, click the Manage Attachments action bar icon.

  3. Click the hyperlink in the File column to open the finalized PDF form.
  4. Click Print.