Gensolve Practice Manager enables you to create your own customized forms.

Create a Custom Form: watch this tutorial to learn how to create a basic custom form.

Add Fields to a Custom Form: watch this tutorial to learn how add new fields in a basic custom form.

Add Entry Types to a Custom Form: watch this tutorial to learn how to add entry types to a basic custom form.

 Create a new Form Entry for a Client: document to learn how to create new form entries in the Client Details' window

Create a new Custom Form from an Imported File: watch this tutorial to learn how to import a basic custom form from a file and modify it to suit your requirements.

---

Follow the steps below to handle Custom Forms within GPM:

 

An Overview of Custom Forms

To create, view and edit Custom Forms go to Administration >> Custom Forms

The Custom Form Configuration Output

• Preview Form:
  
  
• Preview Output:
  
  

The Main Form panel

Use the Main Form panel to add and edit an object (such as a field) on the form. The tree view allows you to organise the objects of the form.

Right-mouse click on a node in the tree to display the context menu:

 

Custom Form Export Values

1. Edit field e.g Check Box Group.

2. Enter export tag name.

3. Save.

4. Go to Letters and Export tab.
5. Enter data as required. You will need to enter a Prefix.
6. Select Excel Example.

7. Copy and paste to create the export document template

8.  Save it in your computer. 

 

 

 

The Display Properties panel

Use this panel to edit the properties of the selected object.

---