Creating PDF Kits

The PDF Kits feature enables you to bundle multiple fillable PDFs within PDF Manager into a single package so that staff and patients can access multiple documents at the same time. With multiple PDFs bundled into a kit, staff no longer need to hunt for individual PDFs when checking in a new or returning patient or when gathering consent for various procedures. Here’s how to create PDF Kits:

1. Log into the Eyefinity EHR web application as an administrator.
2. Locate the Firm Forms section in the left column.
3. Click Manage PDFs.
4. Click the PDF Kits tab.
5. Click Create PDF Kit.
6. Enter a PDF Kit Name.
7. Optionally select a Category, Providers, and Facilities to help staff filter kits.
8. Locate the PDF forms at the bottom of the page that you wish to add to the kit and click Add to Kit.

   Selected forms appear in the Forms in Kit section in the middle of the page.

9. Click, drag, and drop the forms in the order you wish them to appear in the kit.
10. Select the Separate Forms upon Finalization check box to split the kit back into individual PDF forms when staff finalize the forms in the patient’s record.
11. Click Save.