Save Paper by creating or downloading a form from the template library
FAQ: I have a form not related to the resident or staff, how can I create or upload a PDF?
1. Access the Facility Forms Section
- Navigate to the Form Builder in Synkwise.
- Click on the "Facility" subsection at the top.
2. Create a New Category
- If no categories exist, create a new one for organization.
- For example, you can name a category "Policy and Procedure" to store related documents.
3. Use a Template from the Library
- Click on the Template Library to browse pre-made forms.
- Select a relevant document, such as "Medication Management Policy and Procedure" for Arizona.
- The form name will auto-populate, and the document will be formatted correctly.
4. Edit or Modify the Form
- In the Form Builder, you can adjust data blocks and text fields as needed.
- Some forms require signatures, which can be added once the form is created.
5. Fill Out and Sign the Form
- Go to the "Manage Facilities" section and navigate to Forms.
- Select the created document, add a description, and enter the creation date.
- Sign the form at the bottom and save it.
6. Print or Download the Form
- Click "Actions" to print the form or save it as a PDF.
- If necessary, download the document to your computer for external use.
7. Upload a Fillable PDF
- If you have a specific PDF form that must be used, you can upload it.
- Ensure the PDF is fillable before uploading.
- Drag and drop the PDF into the Form Builder and create a new category if needed.
8. Edit and Use the PDF Form
- Add fillable text boxes for facility information.
- Save the form and access it under the Facility Forms section.
- Be mindful that PDFs have limited text space, which can cause formatting issues.