To fill out a custom form, follow these steps: 


1. Create a new PCR or edit an existing PCR. 

2. Select Documents from the left navigation menu.

3. Under the Custom Forms, users will be able to see the list of all available forms from the drop down menu. Once they have selected the form they need to fill out, click Start



4.  A new window will appear with the custom form ready for editing. 

In this example, the HIPAA/Release Form can be edited by clicking on the required fields.