Create editable PDF forms in NextGen® Office EHR so that you can enter clinical documentation in EHR and patients can fill out registration documents in YourHealthFile® Patient Portal. Certain fields can be autofilled from NextGen Office to help Patient Portal users quickly fill out forms.
Software and Browser Requirements
You and your patients must use the following software and browsers before creating or using editable PDF forms.
| Action | Software/Browser |
|---|
| Create | Adoble Acrobat Pro or similar software |
| Use | Firefox or Chrome |
Chrome PDF Viewer Requirements
Patients must either enable or disable the Chrome PDF Viewer depending on which action they perform.
Example
If the patient has the Chrome PDF Viewer enabled and they try to fill out an editable PDF, they can complete the PDF, but they will not be able to submit the form. They must disable the Chrome PDF viewer. To learn how to enable or disable the Chrome PDF Viewer, refer to Recommended Browser PDF Settings.
| Action | Chrome PDF Viewer |
|---|
| Open or view PDF forms | Enable |
| Fill out editable PDF forms | Disable |
Tips on Creating an Editable PDF
Add attributes as desired (text fields, check boxes, etc.). Note: Do not add the signature field.
Text Fields
When using text fields, use the NextGen Office field names to autofill the form.
- Only one value per field for autofilled fields.
- For example, Last Name and First Name must be in different fields.
Rename a Text Field
- Right-click the text field.
- Select Rename Field.
- Enter the field name or the NextGen Office prefilled name.
- Select only standard fonts (for example, Arial, Times New Roman, etc.). Using an unsupported font causes 404 errors when using the form.
- Save the form.
Field Name Options
The following sections describe the field names that autofill when using the form. Use these field names in order for the information to autofill.
- Only one value per field for autofilled fields.
- For example, Last Name and First Name must be in different fields.
Sample Field
If you want to have the patient's first name to autofill into a field, you rename the field MEMBER_FIRST_NAME. When you use the form, the patient’s first name populates in the text field.
Patient (23 fields)
| Field Name | Value Description |
|---|
| MEMBER_FIRST_NAME | Patient First Name |
| MEMBER_LAST_NAME | Patient Middle Name |
| MEMBER_DOB | Patient DOB |
| MEMBER_SSN | Patient SSN |
| MEMBER_PATIENT_ACCOUNT_NO | Patient Chart Number |
| MEMBER_HOME_PHONE | Patient Home Phone |
| MEMBER_ADDRESS1 | Patient Address Line1 |
| MEMBER_ADDRESS2 | Patient Address Line2 |
| MEMBER_CITY | Patient City |
| MEMBER_STATE | Patient State |
| MEMBER_ZIP | Patient ZIP |
| MEMBER_WORK_PHONE | Patient Work Phone |
| MEMBER_CELL_PHONE | Patient Cell Phone |
| MEMBER_EMAIL | Patient Email |
| MEMBER_EMERGENCY_FIRST_NAME | Patient Emergency First Name |
| MEMBER_EMERGENCY_LAST_NAME | Patient Emergency Last Name |
| MEMBER_EMERGENCY_PHONE | Patient Emergency Phone |
| MEMBER_EMERGENCY_ADDRESS1 | Patient Emergency Address1 |
| MEMBER_EMERGENCY_ADDRESS2 | Patient Emergency Address2 |
| MEMBER_EMERGENCY_CITY | Patient Emergency City |
| MEMBER_EMERGENCY_STATE | Patient Emergency State |
| MEMBER_EMERGENCY_ZIP | Patient Emergency ZIP |
| MEMBER_LAST_NAME | Patient Last Name |
Practice (11 fields)
| Field Name | Value Description |
|---|
| PRACTICENAME | Practice Name |
| EMAILWORK | Practice Email |
| CONTACTFIRSTNAME | Practice Contact First Name |
| CONTACTLASTNAME | Practice Contact Last Name |
| NPI | Practice NPI |
| PRACTICE_ADDRESS1 | Practice Address Line1 |
| PRACTICE_ADDRESS2 | Practice Address Line2 |
| PRACTICE_CITY | Practice City |
| PRACTICE_STATE | Practice State |
| PRACTICE_ZIPCODE | Practice ZIP |
| PRACTICE_PHONEWORK | Practice Work Phone |
Provider (20/32 fields)
| Field Name | Value Description |
|---|
| PROV_SUFFIX | Provider Suffix |
| PROV_LASTNAME | Provider Last Name |
| PROV_FIRSTNAME | Provider First Name |
| PROV_MIDDLE_NAME | Provider Middle Name |
| PROV_LOCATIONNAME | Provider Location Name |
| PROV_TAX_ID | Provider Tax ID |
| PROV_LICENSEISSUINGSTATE | Provider Licensing State |
| PROV_SPECIALITY | Provider Specialty |
| PROV_EMAIL | Provider Email |
| PROV_LICENSENO | Provider License Number |
| PROV_TITLE | Provider Title |
| PROV_NPI | Provider NPI |
| PROV_TAXONOMY_CODE | Provider Taxonomy Code |
| PROV_DEA_NUMBER | Provider DEA Number |
| PROV_ADDRESS1 | Provider Address Line1 |
| PROV_ADDRESS2 | Provider Address Line2 |
| PROV_CITY | Provider City |
| PROV_STATE | Provider State |
| PROV_ZIPCODE | Provider ZIP |
| PROV_PHONEWORK | Provider Work Phone |
See Also: Recommended Browser PDF Settings
