Forms Instructions


Downloading, saving, completing, eSigning and eMailing, PDF forms

Our practice uses Adobe Acrobat PDF files as a means to provide you with forms electronically. 

You'll need to have the Acrobat Reader software installed on your computer to access them (available FREE from the Acrobat Reader download page on Adobe's website). We recommend downloading the most recent version of Acrobat reader.

When saving, completing, and eSigning a PDF form, be sure to use the functionality of Acrobat Reader software rather than your web browser—do not complete the PDF form in your web browser.

All our PDF forms are tested prior to posting on our website. If you've problems with a form, please review troubleshooting information in Adobe's support knowledgebase.


Step-by-Step Instructions


Downloading Acrobat Reader

 

Getting Acrobat Reader onto your computer is a 2-step process ...

  1. Download the Acrobat Reader Installer.
  2. Run the installer to install Acrobat Reader. Be sure to allow enough time for both steps to complete.
    • Install Acrobat Reader | Windows
    • Install Acrobat Reader | Mac OS
 

Saving a PDF form

 

Saving a PDF form to our computer requires the most recent version of Acrobat Reader on your computer.

  1. Click the button/link for the PDF form you wish to download and save. Depending on your browser and settings, the PDF form may automatically download and open in your browser. If you get a prompt to save the PDF form, skip ahead to step 4.
  2. A small toolbar should appear as you move your cursor over the PDF form.
  3. Click on the Computer Diskette icon in the toolbar that appears. If you don't see a toolbar, choose File in the browser menu, then Save as or Save page as.
  4. A popup box should appear prompting you to choose where to save the PDF form.
  5. Rename the PDF form to include both the form name and your full name.
  6. Click Save or Ok to save the PDF form.
 

Completing a PDF form

 

Completing a PDF form uses some of the features provided with Acrobat reader, such as the ability to save data you input. Currently, there's no computation, validation or verification of the information you enter, and you're still responsible for entering all required information. You can save your entries in the PDF form on your computer. 

  1. Open the PDF form in the most recent version of Acrobat Reader.
  2. Click inside the form field you wish to type in, and type the information you wish to.
  3. Press the Tab button to accept the information you've typed and go to the next form field.
  4. Press the Shift + Tab buttons to accept the information you've typed and go to the previous form field.
    • Or click inside the form field you wish to type in.
  5. Remember to save your PDF form frequently.
 

eSigning a completed form

  1. Open the PDF form in the most recent version of Acrobat Reader.
  2. Choose Tools » Fill & Sign.
  3. Click the Sign icon in the toolbar, and then choose to add your signature.
  4. Type your name in the field, and click Apply.
  5. To move the placed signature, click the signature field to highlight it, and then use the arrow keys. To resize or delete the field, use the options in the signature field toolbar.
  6. Remember to save your PDF form frequently.
  7. For more help with eSigning your PDF form, go to Adobe's support knowledge-base.
 

Attaching + eMailing a completed + eSigned form

 
  1. Open a new email message in your preferred eMail service provider.
  2. Click the Paperclip icon in the toolbar.
  3. Locate the completed and eSigned PDF file you wish to attach.
  4. Click Open or Attach.
  5. Finishing composing and sending the eMail as usual.
  6. Use the HIPAA compliant eMail address provided in your Welcome eMail or send it to records@janellkaplan.com