Forms allow the user to access blank forms for the purpose of either viewing or editing. Please note, Editable Forms must be created and saved with Adobe Acrobat Pro (5.0 or earlier) in order to use this feature. There is a nominal fee involved as well. Please reach out to Support if you would like to use the Forms function.
Upload a Form Template
- Click the (Plus)+ icon next to the house icon for the first location to expand.
- Select Clients (or Staff or Funding Sources) that you want to add a form to.
- Select the Client (or Staff or Funding Source) that you want to add a form to.
- Click the Edit button (or double-click or hit Enter) to open.
- Click on the Notes & Issues tab.
- Click on the NPAForms button.
- Click Select File to Upload or drag and drop file into the box.
- Enter in a Name and Type for the Form (required) and a Description (optional).
The pdf Form will display in the center.
Click Save when finished.