Managing Interactive PDF Forms

PDF Manager enables you to open fillable PDF forms within Eyefinity EHR and automatically populate the form fields with provider, patient, and exam data. You may also enter information manually into PDF form fields within Eyefinity EHR. PDF Manager enables you to print and save standardized forms to the patient's chart. Examples of forms that could benefit from PDF Manager include specialized consent forms or standardized work, school, or DMV forms. Completed forms may be printed and given to the patient and attached to the patient's chart.

To create a PDF form, you'll need a PDF of the form itself, and you'll need to add form fields using Adobe Acrobat Pro. To allow the PDF form to autopopulate, you'll need to give the fields specific names that correspond to data elements in Eyefinity EHR. Once you've added form fields to the PDF, a firm administrator can upload the PDF to Eyefinity EHR and make it available for providers and staff to use in the Patient Chart and Visit Note. The following sections describe the process in detail:

• Creating Fillable PDF Forms
• Adding PDF Forms to Eyefinity EHR
• Creating PDF Kits

To learn how providers and staff interact with PDF forms, refer to the following topics:

• Completing Forms Using PDF Manager on the iPad
• Completing Forms Using PDF Manager on the Web
• Sending PDF Forms for the Patient to Complete in Kiosk