General Navigation - Forms Node

The Forms node lets users generate things like postcards and address labels on the fly for patients. This node appears in several abilities in MacPractice and works the same way throughout. There are a few options for printing forms.

Print a single item for a patient by dragging and dropping the patient name or appointment onto the Form in the sidebar. Another method is to select the form and press the plus button on the top of the sidebar, with or without a patient selected, to create the form.

Print content for a group of patients by using the drawer or a sidebar node. Create a list of patients manually or through the Make List button in a report. Then drag the list from the drawer, or an entire node from the sidebar, onto the form. This will produce one form per patient, such as envelopes for all patients who receive a statement this month.

The Forms node displays forms that were activated in the References. Offices may choose to have custom forms created or use the Forms Builder to create their own.

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