1.) Click on Link New. The 'Link Form Template' pop-up dialog box will appear.

2.) Click on the button.

3.) Navigate to the folder destination where the PDF fill-in form template is saved on the computer. Select the PDF form to be uploaded. Click the OPEN button.

4.) Select a Document Subtype from the dropdown menu. Document subtypes are created using the Document Setup screen found under the Administration menu. NOTE: It's important to create document subtypes prior to linking new form templates. It's also recommended to create a specific document subtype for each template. Doing this helps when setting up digital signing rules and specific sections for patient chart.

4.) (Optional, but recommended) Enter in a description for the template in the 'Form Template Description' field.

5.) Click on Link Form Template.

6.) The newly linked PDF fill-in form template will now be accessible in the grid.

1.) Select the form template to be edited on the grid.

2.) Click on Edit.

3.) Make changes as needed to the properties section of the template. Edit the description, change the document subtype, or change the active status of the template.

4.) Click on Save.

1.) Select the form template to be deactivated in the grid.

2.) Click on edit.

3.) In the properties section, uncheck the checkbox to the right of the Active field.

4.) Click on Save.

5.) Deactivated form templates can be activated using these same steps. First, the 'Include Inactive' checkbox, at the top right of the screen, must be checked to show the deactivated templates in the grid.

a.) Select the deactivated template on the grid.

b.) Click on edit.

c.) In the properties section, click the checkbox to the right of the Active field.

d.) Click on Save.

1.) Select the form template from the grid.

2.) Click on View.

3.) The form template will open in a 'Document (READ ONLY)' tab in Methasoft.

4.) To Download a linked PDF fill-in form template.

a.) Select the form template from the grid.

b.) Click on Download.

c.) From the 'Browse for Folder' pop-up box, navigate to and select the folder destination where the form will be downloaded.

d.) Click OK.

e.) A 'Document Downloaded Successfully' confirmation box will appear. Click OK.

f.) The form template will now be available to be edited in the selected folder.

1.) Click on generate.

2.) The 'Generate New Form' dialog window will appear.

3.) Enter in a name and description for the patient import form.

4.) Select a 'Doc Subtype' from the dropdown list.

5.) Click generate.

6.) Select the newly generated PDF fill-in form in the grid.

7.) Click Download.

8.) Download the PDF fill-in form. *See the above procedure on how to download the form.

9.) Locate the form on your computer and open it using Adobe or another PDF editing program.

10.) Fill in the patient information fields within the form. *All fields DO NOT have to be filled out for the form to be imported into Methasoft.

11.) Once the form is completed, save a copy of the PDF form to the computer with a patient specific identifying file name.

12.) In Methasoft, go to the Patient Profile screen found under the Patient menu.

13.) Click the New button.

14.) The Import button will appear. Click it to open the 'Import From PDF' dialog box.

15.)  Click on the ellipses button to browse the computers folders. Navigate to the folder destination and select the patients completed information PDF. Click Open.

16.) (Optional) Under the 'Link Imported Document' section, are options to select a document type and subtype. Selections made here will link the PDF to the Document Manager after importing the patient data into the Patient Profile screen. To skip this option, uncheck the box to the left of 'Link To Patient After Import'.

17.) Click import.

18.) Patient information from the PDF form will populate into the fields on the Patient Information screen.

19.) Make any needed additions or edits to the information then click save.

1.) Select the form template on the grid that needs the digital signatures positioned. *Digital signature setup rules must be applied to the completed form subtype before signatures can be positioned. See the Digital Signature Setup topic for instructions.

2.) Click position signatures.

3.) The 'Position Signatures' pop-up dialog box will open.

4.) From the grid, select the digital signature instance that needs to be positioned. Click Edit.

5.) In the properties section choose the page number where the signatures need to be positioned on. NOTE: Setting the page number to '0' will result in the signatures appearing on an extra page appended to the end of the document. Signature lines can only be specifically positioned on one page.  

6.) In order to calculate the horizontal and vertical positions, measurements need to be made in inches on the physical paper version of the form:

• The horizontal position (X position) is the measurement in inches from the LEFT edge of the page.

• The vertical position (Y position) is the measurement in inches from the TOP edge of the page.

7.) Enter in the horizontal and vertical position measurements in inches for where the signature line will start.

8.) Click save

9.) Click close to close the dialog box and return to the Form Template Manager screen.  

1.) Click the Export to Excel button.

2.) This opens the 'Export Documents' dialog window.

3.) Choose a patient from the Patient dropdown menu.

4.) Choose the document subtype associated with the PDF forms that are going to be exported into excel.

5.) Select the 'From' and 'To' date range of the forms you want to export.

6.) Click ok

7.) A 'Save As' window will pop-up. Navigate to and select the folder destination where the export will be saved.

8.) Click Save

9.) On the computer, browse to the folder where the excel export was saved.

10.) Open the excel document.

11.) Each PDF form will show as tabbed sheet at the bottom of the spreadsheet.

12.) The PDF form textbox names will appear as the column headers. Data entered into the PDF field will appear below each corresponding column header.

1.) After the PDF fill-in form template as been linked to the Form Template Manager screen, it can be filled out and saved to a patient using the Document Manager screen.

2.) Within the Other Activities menu, click the Document Manager menu item.

3.) While on the Document Manager screen, select the patient from the patient list dropdown menu.

4.) Once a patient is selected, the Fill In Form button will become clickable. Click this button to open the 'New Form Document' dialog box.

5.) From the list, select the PDF fill-in form template to fill out. Use the 'Filter by Subtype' dropdown menu to filter the list by forms linked to that specific document subtype.

6.) Click Fill Form.

7.) The selected PDF fill-in form template will open in a new Document tab in Methasoft. Fill out the form fields.

8.) (Optional) Set an Expiration Date for the form using the calendar date selection menu.

9.) Click Save to save the input entered into the form.

10.) Click Save & Close to save the input entered and to close the Document fill in form tab.