--- title: How to Add, Configure and Delete Forms in Profile slug: portal-sub/how-to-add-configure-and-delete-forms-in-profile docTags: createdAt: 2026-03-04T12:03:14.929Z --- # Overview & Requirements This article is intended for all EMR users. It will demonstrate how to add, configure, use and delete Forms in Profile EMR.  ## Requirements - An active account for Intrahealth Online Knowledgebase: [https://help.intrahealth.com/en/support/solutions](https://help.intrahealth.com/en/support/solutions) - Profile Role Actions Granted - Organization\Import and Export\Import Jaffa File - Organization\Import and Export\Import Jaffa Folder - Maintain\Templates\Forms - Organization\External Providers :::hint{type="info"} **Note**: Any changes you make will affect all users inside your EMR container, including other locations and physicians that you share your EMR container with. ::: # Add, Configure and Delete Forms in Profile The steps below can be used by all users to add new or updated forms, or remove forms no longer being used in Profile.  ## Process - [Step 1: Download a Form](docId:6SvMTjY3gYj2yQpR2U2gB) - [Step 2: Import a Form ](docId:6SvMTjY3gYj2yQpR2U2gB) - [Step 3: Configure a Form for Use](docId:6SvMTjY3gYj2yQpR2U2gB) - [Step 4: Use a Form with a New Encounter](docId:6SvMTjY3gYj2yQpR2U2gB) - [Step 5 (Optional): Delete a Form](docId:6SvMTjY3gYj2yQpR2U2gB) ## Step 1: Download a Form Go to [Intrahealth Knowledge base](https://help.intrahealth.com/en/support/solutions) and login with your email address and password.If you forgot your password, click **Forgot Password**.If you do not have an account, contact our support desk via email (help\@intrahealth.com) or by phone (855-841-7387) to request an account. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/2xFjtgxOQ1Q1cl1Sija9u_ky9z42qmbpmepdrioetrthpq9ptgc1t3tq.gif) ::::WorkflowBlock :::WorkflowBlockItem In the Search box **Find some solutions here... **type one of the following (Or a combination) 1. Form ID 2. Form Title ::: :::WorkflowBlockItem Click the result to see a preview of the form accompanied with the form files to download. Alternatively, click **View All** to see all form results. ::: :::WorkflowBlockItem Click each attachment to download each file to your computer. If the attachment is a ZIP file, please download the ZIP file and unzip the contents.  1. For a single JFA form, proceed to Step 2: Import a Form. 2. For multiple JFA forms, create a "New Folder" and move all JFA files to the new folder. ::: :::: ## Step 2: Import a Form  Open Profile EMR to import a form. :::hint{type="info"} **Note: **Caution - Importing a form that already exists under the same name will *permanently* overwrite it. Overwritten or deleted ***customized ***forms are not recoverable. Original Copies can be re-downloaded from the [Knowledge base](https://help.intrahealth.com/en/support/solutions). ::: ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/iz5hAYd9dGroLFinZ-IC0_xdnvljffcq7aowga8lnbaov7jzccaw6bw.gif) ::::WorkflowBlock :::WorkflowBlockItem Click Organization / Import & Export / \ 1. Import Jaffa File for single attachments. 1. Browse for the single JFA file you downloaded in Step 1.3 above. 2. Select the JFA file and click **Open**. 3. Click **Start** in the JAFFA file Import window. 4. The import finishes when the top heading displays "**Jaffa Import Completed Successfully**". This process is usually between 0-30 seconds or longer for large forms. 5. The import log shows the directory the form is stored ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/a94afyz2roleltr5yM3ZF_2yryfhmkuy6d4joqxu1sqvy7c5a3jxuq.png" size="48" isUploading="false" initialPath="assets/-2YrYF_hmkUY6d4joQXU1sqVy7C5A3jxUQ.png" githubPath="en/Forms/Profile Marketplace/assets/-2YrYF_hmkUY6d4joQXU1sqVy7C5A3jxUQ.png" position="flex-start" showCaption="false" indent="3"} 2. Import Jaffa Folder for multiple attachments. 1. Browse for the "New Folder" you moved the form files into in Step 1.3.a above. 2. Select the JFA File and click **OK**. 3. In the JAFFA file Import window, Click **Start**. 4. The import finishes when the top heading displays "**Jaffa Import Completed Successfully**". This process is usually between 0-30 seconds; longer for large forms. ::: :::: ## Step 3: Configure a Form for Use Use these instructions to configure an imported form. ### Non-requisition Forms 1. No additional configuration required. ### Requisition Forms  ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Q71dhLwwQeTFoeCKbKua0_3tzijuvcu58nuiw7ai7yhcb-bzjh0pq.gif) 1. Go to **Organization** / **External Providers** 2. Set the **Type** drop-down list to **Suppliers** and the **Specialty** drop-down list to **Radiology** or **Bloodwork** (**Pathology**)These fields must match the form you are importing. 3. Locate the form you recently imported. Double-click to open the **Edit External Provider** window. 4. Click the **Order Format** view. 5. Click the **Format** drop-down menu and select **Scanned Form**. You should now see a visual preview of your form. 6. Click **OK** to save the form. ## Step 4: Use a Form with a New Encounter Use these instructions to use a form in a New Encounter clinical workflow. ### Non-requisition Forms  1. From the **Medical Record Encounters **window or Main Toolbar, select **New Encounter**. 2. Select **Form** in the **Actions** pane. 3. In the **Look For** box, type the title of the form and click the **Find** button. 4. Double-click the form to open or select the form and click **Selected**. Alternatively, you can click the **Browse** button to browse all forms, then select the form and click **OK**. 5. Fill the form before printing or faxing. ### Requisition Forms  1. From the **Medical Record Encounters** window or Main Toolbar, select **New Encounter**. 2. Select **Radiology** or **Bloodwork (Pathology)** in the **Actions **pane. 3. In the middle pane, click the drop-down to select the desired form. 4. Add investigations and click **Order Form** to view / edit the form before printing or faxing. ## Step 5 (Optional): Delete a Form Use these instructions to delete requisition and non-requisition forms in Profile. :::hint{type="info"} **Note: **Caution - Deleted forms with customisations are permanently deleted and not recoverable. Original copies can be re-downloaded from [https://help.intrahealth.com/en/support/solutions](https://help.intrahealth.com/en/support/solutions). ::: ### Delete non-requisition forms 1. Go to menu Maintain / Templates / Forms 2. Locate the form in the correct folder. 3. Right-click the form, click Delete. 4. Click Yes to confirm. ### Delete Requisition Forms 1. Go to menu **Organisation / External Providers** 2. Set the **Type **to **Suppliers** and **Specialty **to** Radiology** or **Bloodwork **(**Pathology**) 3. Click **Search **button. 4. Select the form, click **Delete External Provider **button on the toolbar. 5. Click **Yes **to delete the form.