In my last article, Patient Information Forms: Making Patients Happy, I discussed my frustration with the entire paper-based Patient Information Form Process.
The frustration is fresh on my mind since I ran into the same problem today trying to schedule an appointment for my son today. My son is in school at California State University and I have to fill in forms for him here in Illinois. The receptionist couldn’t even fax me the forms since " . . . the pages are dark and they don’t fax well."
In this introductory article you’ll learn how to:
- Create a form
- Add or edit fields
- Add buttons so that patients can email the form to you
- Save the form and enable it for your patients who use the free Adobe Reader software
Acrobat Forms Basics
Using Acrobat 9, you can create a form that is fillable for your patients who are using an earlier version of the free Adobe Reader. Adobe has distributed almost a billion copies of the free Adobe Reader, so it is very unlikely that your patient won’t be able to fill out the document.
Architecturally, the form fields "live" in a layer on top of the base document.
The basic steps to create a form are:
- Find your form
- If the form is on paper, scan it in. You can do that directly in Acrobat
- Locate your existing Word, Excel, etc. form file
- Use Acrobat to auto-recognize form fields on the document
- Add, delete fields as necessary
- Test the form
To make it easy to try this yourself, I’ve you can download the "flat" and completed forms below.
|Note: This article is first step for offices who wish to migrate from paper/faxed forms to electronic form. In future articles, I’ll try to cover deeper form topics.|
Read on to learn how to do it yourself!