Facility Forms

Save Paper by creating or downloading a form from the template library

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.

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