Smart Patient Forms
Build clinical forms with drag-and-drop or AI. Screen patients before consultations. Outcomes flow directly into the doctor's workspace.
Build Any Clinical Form in Minutes
Two approaches, one powerful result. Choose the method that suits your workflow.
Drag-and-Drop Builder
A visual form builder with nine field types to handle any clinical scenario.
- Conditional Logic: Show or hide fields based on previous answers.
- Validation Rules: Required fields, min/max values, file type restrictions.
- Drag-and-Drop Reordering: Rearrange fields instantly with click and drag.
- Live Preview: See exactly what the patient sees while you build.
- Properties Panel: Fine-tune every field with detailed configuration options.
Available on all plans
AI Form Assistant
Pro+Describe what you need in plain English. AI generates the complete form with fields, logic, decision rules, and scoring.
- Natural Language Input: Describe the form you need in plain English.
- Complete Generation: AI creates fields, conditional logic, decision rules, and scoring.
- Iterative Refinement: Multi-turn conversation to adjust the form until it is right.
- Side-by-Side Preview: See the generated form live alongside the chat.
Available from Pro plan upward
Automatic Screening with Intelligent Scoring
Two types of decision rules work together so clear-cut cases never need manual review.
Conditional Rules
Trigger a specific outcome when a field matches a given value or range. If BMI is below 18.5, flag the patient as Not Recommended. If all criteria pass, mark them Suitable.
Score-Based Rules
Assign numeric weights to options across fields, then map total score ranges to outcomes. A score of 0-5 might mean Suitable, 6-10 Review, and 11+ Not Recommended.
Rules have priority ordering and both types can coexist on the same form. Outcomes are colour-coded for instant recognition:
Eligibility Forms & Information Forms
Two form types for two different jobs. Use them together or separately.
Eligibility Forms
Include a decision matrix that auto-calculates outcomes. Used for patient screening, treatment eligibility, and risk assessment. The patient and the doctor both see the result instantly.
- Patient screening
- Treatment eligibility
- Risk assessment
Information Forms
Pure data collection with no scoring. Used for patient registration, intake forms, consent documents, and medical history gathering. Clean and straightforward.
- Patient registration
- Intake & consent
- Medical history
Simple for Patients. Powerful for Practices.
No login required. Patients click a link and complete the form in minutes.
- 01
Receive the form
Patient gets a link via email, SMS, or a shareable URL.
- 02
Verify identity
Quick OTP or link-based verification. No login required.
- 03
Complete the form
Clean, mobile-friendly interface with only relevant questions shown.
- 04
Submit securely
CAPTCHA-protected submission with instant confirmation.
- 05
See the outcome
If it is an eligibility form, the patient sees their result immediately.
Submissions, Summarised and Ready
Every submission lands in the doctor's dashboard with an AI-generated summary. Review, comment, and start a consultation in one click.
- All submissions grouped by form in one dashboard
- AI-generated plain-English summary for each submission
- Status tracking: Pending, Reviewed, Completed
- Comment on and edit responses with full audit trail
- Start a consultation directly from any submission
- Full changelog: who changed what, when, with before/after values
- Pre-filled form context loaded into the Scribe workspace
Understand How Your Forms Perform
A dedicated analytics dashboard for every form. See what is working and where patients drop off.
Assign Forms to Doctors or Groups
Route submissions to the right people automatically. Share forms with a single link.
Individual or Group Assignment
Assign forms to specific doctors or to user groups. Submissions are automatically routed to the assigned practitioners.
Email & SMS Delivery
Send forms directly to patients via email or SMS. Available on Pro and above plans.
Unique Public URL
Every form gets a shareable link. Embed it on your website, share in messaging apps, or print as a QR code.
Automatic Routing
Submissions land in the right doctor's dashboard automatically. No manual sorting or forwarding needed.
Screen patients before they walk in.
Build forms in minutes. Let the decision engine handle the rest.