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2. Add the Name of the form in the “Description” field. 
3. Select the “File Type” category you'd like the filled out & saved form to appear as. (Reminder: You can add your own file types under Maintenance > Templates > File Type Templates.) 
4. Click “Choose File” and select the editable PDF on your device you'd like to upload. 
5. Then click the “Upload” button that appears on the right once the form has loaded, then the form will appear in the list on the left. 

All fields can be edited after uploading except the form/file name, form/file name must be unique. Once the form has been uploaded, it is ready to be used as an Editable PDF in the patient's chart.



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2. Under each field, you can select the “Tag Class” & “Tag” (exactly like the Note Template meta-tags) for each field. (Please Note: We are creating an extensive list of fields to add to our meta-tag list so this is not the final list.) 

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3. If you scroll down to the bottom, you will see an option to preview the form, including the ability to add a patient & a prescription to it to see what it will look like when it is pulled into a patient's chart as a preview. 
4. To save the meta-tag selection, click the “Save” button at the bottom or top. 

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5. If you need to come back and map more fields at a later time, click the "Edit with Mapping?" checkbox, then press “Edit”. Then you will be able to continue mapping fields. 

Utilizing the Custom Forms in the Patient's Chart 

In the “Patient's Chart”, under the “Forms” tab, you will see a few changes: 

• The green “Custom Form +” button is no longer available here. Any new forms will be added in the Form Templates page of Maintenance now. 
• You will still see all “Custom Forms” uploaded. However, there is a “PDF icon” next to any that can be edited & saved in the patient's chart. 
• The non-editable forms can still be downloaded as they previously functioned. 

1. Click on the pdf icon on the right pictured below. (Please note: Clicking on the name of the form will just open it in a new tab & will not auto-save into Nymbl or populate any data. You need to click on the PDF icon for this functionality.)

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2. In the pop-up, you will select the prescription this form is for or select “General Documents” if it does not need to be tied to an Rx.

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3. Review any of the fields that pre-populated information based on the meta-tags. 
4. Free type in any fields that did not have a meta-tag mapped to it. For any forms that have toggles, checkboxes, and drop downs, you can select those too. 
5. You can add a “signature” and utilize other tools like adding additional text boxes, uploading images, and other tools by clicking on the pen icon next to the printer or download option. 

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6. For adding a signature after selecting the button above, click on the signature icon pictured below, which will bring up a box like this to sign.

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7. Once you press “Done”, you can re-size your signature and drag it to the signature line on the form.



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8. When you have completed the form, press “Save”.

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9. Once saved, you can go to the patient's “Files & Documents” tab under the section you selected above and will see the form. (You may have to hit the Refresh button to see it.) 
10. If you click on it, it will open the form as a saved PDF in a new tab. 

Please Note: This feature is only included in the current Elite & Professional packages and can only be enabled by a Nymbl staff member. Please contact us if you have questions about your access to the PDF Custom Form Builder feature – we’d love to help!