Delete a Form

Forms allow the user to access blank forms for the purpose of either viewing or editing. Please note, Editable Forms must be created and saved with Adobe Acrobat Pro (5.0 or earlier) in order to use this feature. There is a nominal fee involved as well. Please reach out to Support if you would like to use the Forms function.

To begin using Forms in the system, you must first be in a Staff,Client, or Funding Source Record.

View or Edit a Form

1. Click the (Plus)+ icon next to the house icon for the first location to expand.
    
2. Select Clients (or Staff or Funding Sources) that you want to work with.
   
    
3. Select the Client (or Staff or Funding Source) that you want to work with.
    
4. Click the Edit button (or double-click or hit Enter) to open.
   
    
5. Click on the Notes & Issues tab.
   
    
6. Click on the NPAForms button.
   
    
7. Select either Fill Out Blank Form or View or Edit Form.
   
    
8. Select the Form you want to delete and click the Delete icon.
   
    
9. Click OK to confirm you want to Delete the Form. Click Cancel to go back.
   

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