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Downloading PDF form submissions

Last updated 03 May 2022 00:24   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed - Dental4Windows - HotDoc Calendar

The Forms product supports the automatic download of the PDF file directly into your clinical software.

As the patient submits their form, HotDoc will auto-process the details we can automatically write back to the patient's record, as well as a PDF version of the form. 

You also have the option to manually download a PDF version of the form alongside the automatic download feature.

   In this article

  • Where can I locate the PDF form in my clinical software?
    • Best Practice
    • Medical Director/Pracsoft
    • Zedmed
  • How can I manually download the PDF?



Where can I locate the PDF form in my clinical software?

The form PDF will download to a place specific to your clinical software, depending on which system you use. 

Please note: This will be the same for both New Patient Registration forms and Vaccine Consent forms. 

ⓘ


Best Practice

The automatic PDF download feature is compatible with Best Practice versions Jade and above with HotDoc enabled in BP's Third Party Integration settings. 

The PDF will be downloaded to the "Correspondence In" section of the patient record.

  1. Open the patient file in Best Practice and select Correspondence In.

    bpnprpdf.png
Please note: for HotDoc to be able to successfully add the PDF to a patient file, an additional user may need to be added to Best Practice.
 

  

To do this, navigate to Setup > Users and add a new user with these details:

  1. First name: HotDoc Forms
  2. Last name: user
  3. Add a category of Practice Nurse (and not guest)
  4. Do not add default sessions
  5. Permissions: Clinical notes - Add/Edit

Medical Director/Pracsoft

In Medical Director, the PDF with download into the Documents tab. 

  1. Open the patient file in Medical Director and click on the Documents tab. You will then see the form submission. 

    mdpdfnpr.png

 

Zedmed

In Zedmed, the PDF will download to the Results Inbox. 

  1. Go to to Clinical then Results Inbox to access the PDF.

    zmnprpdf.png
  2. From here, the PDF will need to be assigned to the patient record from the Results inbox.

How can I manually download the PDF?

  1. In the HotDoc Sidebar, click the menu tab, then click Forms.
    Screen_Shot_2021-02-09_at_3.41.40_pm.png
    mceclip0.png

  2. Click the 'Download PDF' button on the form submission you wish to download.

    download_pdf.png

  3.  Save the PDF to your desired folder.

    image2.png

 

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  • How to process form submissions in the Sidebar
  • How to create a Form
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  • Why hasn't a copy of the PDF Form written back to my clinical software?
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Related articles

  • How to process form submissions in the Sidebar
  • How to create a Form
  • Getting Started with HotDoc Forms
  • Why hasn't a copy of the PDF Form written back to my clinical software?
  • How to edit a Form
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