Processing Insurance-Related Patient Information > Processing Forms
To create a customized form:
Select Utilities > Forms Designer. The Forms Designer Manager window is displayed.
Click New. The Forms Designer wizard is displayed. The wizard screens enable you to perform the following tasks to customize a form:
Select an insurance form layout to customize.
Assign a layout to a plan.
Assign a customized insurance form to a specific provider and office location.
If the Assign this layout to Plan: field on the second Forms Designer window is left blank, changes apply to all plans using a selected form.
Set the options in the wizard screens.
To maximize space, click Hide to mask the options available at the top portion of the window.
Click Finish to save the customized form. The form is displayed in the Forms Designer Tool window.
To see fields that can be customized, move your mouse over the form. The fields turn yellow.
Click Exit. The form is displayed in the Form Designer Manager window. When you create a customized form, you can specify the type of information that is displayed in specific fields of a form. The options available for customizing a field depend on the field type.
Right-click a field in the form. A list is displayed with a selection of options.
Select an option. The selected field is defined to appear with the specified information.
Repeat steps 6 and 7 to define fields on the form. To view customized fields, click Show Changes.
Click Save and Ok.