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Printing Forms

Use the Server page to print customized forms for your patients. You can print these forms partially filled out and finish them by writing in information.

To print a forms for your patient:

  1. Log on to the Server, and click the Print Forms tab on the portal page.
  2. Click the form you want to print: Encounter Summary, Radiology Summary, Referral Request, or HIPAA Release.
  3. Search for a patient by entering their name or zip code, and click Search.
  4. Click the name of the patient to display a form pre-filled with their name and other information along with your name and NPI number.
  5. Click the Printer icon to print the form.
  6. Fill the form out by hand.
  7. Scan the form, then upload and verify it.