Add or update a form or certificate

Forms and certificates include forms, certificates, invoices, communication templates, and other documents you need to manage your practice. In use, forms can be edited; printed; emailed; or saved to a Files tab.

See the following articles for more information:

 Create a form

 Create a certificate

 Use a certificate

Permissions:
Users must have the Documents permission to add or edit Forms & Certificates templates. 

Add a form or certificate

  1. Click your name in the menu bar. Then click Administration.
  2. Under Document Management, click Forms & Certificates.
  3. Click Create a New Form.
  4. In the Name box, enter a name for the form.
  5. From the Group drop-down list, select the group for the form. 
    Note: The group determines where and how the form is used in the software and which form variables are available for you to use. Not all form variables are available in each group.
  6. In the body of the form, enter appropriate notes and information.
  7. To add a form variable from the Form Variables list, triple-click a variable to highlight it. Then right-click and select Copy.
  8. Click in the body of the form, press CTRL+Shift+V to paste the form variable.
    Note: If you press CTRL+V, you can delete the bullet and space. The variable on the form must exactly match the variable in the list for the merge to work properly. 
  9. Add form variables as needed.
  10. Optional: In the Subject box, enter a subject to use in emails with this form. It will override the default subject line. Default subject line is "Important Documentation from Your Practice Name." 
  11. If you use cloud printers, from the Default Cloud Printer drop-down list, select the cloud printer to use when printing this form. See Set up Neo Cloud Print for more information. If no printer is selected, it will print to your computer's default printer.
  12. If you selected a cloud printer, you can select the Auto-Print check box so that the form automatically prints when opened.
  13. Select the Add an unsubscribe link check box if this is a form for a promotional email. This allows the recipient to unsubscribe from promotional emails.
    Tip: Clients that have the Unsubscribed from promotional emails check box selected on the client overview will not receive emails when you send forms that have this check box selected. To learn more about unsubscribing clients from promotional emails, see Add a new client and patient.
  14. Click Save Form.

Update an existing form or certificate

  1. Click your name in the menu bar. Then click Administration.
  2. Under Document Management, click Forms & Certificates.
  3. Scroll to locate the form you want to update.
  4. Click the name of the form.
  5. In the Name box, review or update the name for the form.
  6. From the Group drop-down list, review or select the group for the form. 
    Note: The group determines where and how the form is used in the software and which form variables are available for you to use. Not all form variables are available in each group.
  7. Edit the body of the form, as needed.
  8. To add a form variable, which allows you to merge information into the document, triple-click a variable to highlight it, then right-click and select Copy.
  9. Click in the body of the form, press CTRL+Shift+V to paste the form variable.
    Note: If you press CTRL+V, you can delete the bullet and space. The variable on the form must exactly match the variable in the list for the merge to work properly.
  10. Add form variables as needed.
  11. Optional: In the Subject box, enter a subject to use in emails with this form. It will override the default subject.
  12. If you use cloud printers, from the Default Cloud Printer drop-down list, select the cloud printer to use when printing this form. See Set up Neo Cloud Print for more information. If no printer is selected, it will print to your computer's default printer.
  13. If you selected a cloud printer, you can select the Auto-Print check box so that the form automatically prints when opened.
  14. Select the Add an unsubscribe link check box if this is a form for a promotional email. This allows the recipient to unsubscribe from promotional emails.
    Tip: Clients that have the Unsubscribed from promotional emails check box selected on the client overview will not receive emails when you send forms that have this check box selected. To learn more about unsubscribing clients from promotional emails, see Add a new client and patient.
  15. Click Save Form.