Editing the waiver form text

Once you’ve created your waiver form fields you can then edit the rest of the waiver form text to reflect the specific requirements of your facility.

  1. In the Data Entry main window click Manage and select Waiver Management / Stations to open the Waiver Management window.
  2. Select the form you wish to change and click the Edit button.
  3. Click the Step 4: Edit Document tab.
  4. Similar to a Word document, you can edit any text as needed. Text you will want to edit includes:
    • Title: Personalize the title with the name of your facility
    • Table: This is where the form fields will display. Use the Insert Fields button to insert document field codes you’ve created for new fields. Delete any fields you don’t require.
    • Waiver Text: Below the table there is random placeholder text. Replace this text with your waiver content.
  5. Click the Step 5: Preview Station Document and Step 6:Preview PDF Document to preview your form as it will appear at your waiver station and as a pdf. 
  6. Click OK to save the form and then Close to exit the Waiver Management window.

 

 

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