Fillable forms are used to create interactive documents for staff and providers in RFX. These forms can be used to request information, document uploads, or signatures.
Steps to Create a Fillable Form:
Open Settings:- Click on the Settings icon
(top right corner of any screen in RFX).
Navigate to Fillable Forms:
Must Know! Only System admin users for the facility will be able to see this area.
- When the Settings menu appears on the left, click on Fillable Forms. This will open the Fillable Forms section.
Create a New Form:
- Click the Add Form button
- Enter a name for the form (it can be edited later).
- Click Save
Helpful Hint: Fillable forms can be viewed via the Active Forms tab or the Archived Forms tab. Forms can aslo be searched for by the keyword(s).
For more details on how to build or edit the form, see Editing Fillable Forms.