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Getting started in MA Forms 

15. Getting started in MA Forms

PLEASE NOTE: Before you start using MA Forms you must ensure your computer is setup correctly. Please see Configuring your computer (section 1.1 of this guide) if you have not already done so.

15.1 Accessing the MA Forms menu

As soon as MA Forms is installed on your SpEd Forms server, it can be accessed by clicking on the "MA Forms" tab toward the top of the "Forms Menu".

  1. Navigate to the "Forms Menu" for the student you wish to work on.
  2. In the row of yellow tabs toward the top of the "Forms Menu" click on "MA Forms".
  3. The MA Forms menu will then appear.

15.2 Student billing setup

  1. Navigate to the MA Forms menu.
  2. Click on "MA Billing Setup".
  3. Fill in as much of the billing information as you can for this student.
  4. NOTE: Fields shown in red are important for third party billing. You can continue to use MA Forms if some of this information is missing but the MA billing administrator cannot bill for services until all of the required information has been completed.

  5. Click on the "Save" button to save your changes and navigate back to the MA Forms menu by clicking on the "Form Menu" button.



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"It is so user friendly - and the support is great!" Angie Lund from Waseca, MN.