Facility Forms

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.


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