Quick Reference — To add magic words to a PDF

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You must use the interactive form capabilities of Adobe Acrobat Pro to add fields to a PDF file.

Note: Instructions may vary depending on your version of Adobe Acrobat Pro. If you need assistance creating or editing a .pdf file, please contact the CSC from athenaOne > Support > Success Community > Contact Client Support Center.

  1. Open the PDF file in Acrobat Pro and click Tools.
  2. In the Forms menu, click Edit.
  3. Click Add New Field > Text Field.
  4. Click the location in the document where you will place the magic word.
  5. Name the text field with the name of the magic word.
    • If the PDF file is a billing slip, form, or document, enter the magic word with no brackets or braces around it, for example: PATIENTFIRSTNAME, PATIENTLASTNAME, or TIMESTAMP.
    • If the PDF file is a clinical paper form, enter the magic word enclosed by two pairs of braces, for example: {{PRESCRIPTIONFREQUENCY}}.
  6. After you type the magic word, press Enter.
  7. Close the form editing menu and save the PDF file.
  8. Preview or print the PDF file to verify that the magic words are populated correctly with data.
  9. Upload the PDF file as usual.

Note: If your practice uses the Patient Portal and you want the document to be viewable on the Patient Portal, select the View on Patient Portal option on the Clinical Paper Forms page or the Forms and Documents page.