Forms and consents

#Open the right tab

Go to /forms. It lands on Patient Intakes. The tab you are on decides the type of form you create — there is no type picker inside the builder.

#Start a new form

Click Add at the top right of the Intake Forms card. The Create Form dialog opens: Do you want to upload a PDF or create it on your own?

#Choose the blank path

Click Create it on your own — Start from a blank form and build it section by section. The builder opens as a full dialog titled Create Intake Form.

#Name it

Click the title, which reads New Intake Form, and type the real name. Then click Click to add description... and write one sentence saying what clinical decision the form supports.

#Name the first section

The left rail shows SECTIONS with Section 1 and 0 questions. Click the section title in the main pane and rename it, for example Health history.

#Add your first question

Click Add Question. The ADD QUESTION editor slides in, showing the section name and a QUESTION TYPE grid.

#Pick a type

Click a tile in QUESTION TYPE — for a yes/no history question, Radio.

#Write the question

Type into QUESTION LABEL (placeholder e.g., What is your name?). Keep it to one concept and state units or time ranges explicitly.

#Add the answer options

For Dropdown, Radio, and Checkbox an Options list appears. Type into Add option... and press Enter for each choice. Saving with no options fails with Please add at least one option.

#Make it required

Turn on the Required field toggle if a patient must answer before they can submit.

#Open Additional Options if you need them

Expand Additional Options for the placeholder text (e.g., Enter your answer here) and help text (e.g., This information is confidential). For a text question you also get Numbers Only — Only allow numeric input (0-9) — and Exact Character Length (Optional) — Require the answer to be an exact number of characters (e.g., 9 for DEA, 10 for NPI).

#Add a disqualifier if the answer should stop the patient

Under DISQUALIFIERS — Block completion when the answer matches this text rule. — choose the operator (equals) and type the value into Text that disqualifies. On a Date question the rules become Date is within the last, Patient is younger than, and Patient is older than.

#Save the question

Click Add Question at the bottom of the editor. It appears in the section and the counter updates. Undo is disabled while an editor is open — the header says Undo is paused while a question is open.

#Add a follow-up that only shows for one answer

On an option-based question, attach a child question to a specific answer. Until the parent has options the builder says Add options first, then attach follow-up questions to a specific answer. Moving follow-ups between answers asks Move these follow-up questions? with the confirm Move follow-ups.

#Add more sections

Click Add Section for each logical group. The rail shows Section {n} of {total} and a completion percentage as you go.

#Preview it as a patient

Click Preview in the footer and read every question back. Fix anything ambiguous now — editing a published form creates a new version for everyone.

#Save a draft, or publish

Save Draft (spinner label Saving...) stores it as Draft. Publish Form (Publishing...) makes it Active. Publishing refuses with Form name is required, Form must have at least one section, or Form must have at least one question.

#Set answer reuse

Back in the table, click the value in the Answer Reuse cell. The popover explains: How recent a patient's previous submission must be to satisfy this form on a new order or intake. Pick Require every time (Never reuse a previous submission), Platform default (30 days) (Reuse submissions from the last 30 days), or Valid for a custom window — type a number of days and click Apply. Toast: Answer reuse updated.

#Attach it to protocols

Click the value in the Protocols cell. The Protocol & Category Association popover opens — Select protocols and/or categories for this form. The left rail holds Apply to All Patients and a Categories list; the right pane lists individual protocols with a search box.

#Confirm the row

The Protocols cell now reads All protocols or {n} protocols, the Status toggle is on, and the form is live for the protocols you picked.

#Draft one from a PDF or image

Add → Upload a PDF — Generate a draft {intake|consent|provider network|client} form from an existing PDF or image. It produces a draft you still have to read, correct, and publish. If it fails you get the toast We couldn't generate that form. Please try again.

#Draft one with Ask AI

Inside the builder, click Ask AI in the top-left of the dialog and describe the form you want. It writes questions into the current form; nothing is published until you press Publish Form.

#Duplicate an existing form

Row menu ... → Duplicate. The copy is named {original name} (Copy) and toasts Form duplicated successfully. Open it, rename it, edit, publish. This is the fastest route to a variant.

#Create a form your own staff must sign

Switch to Provider Network Forms and click Create Provider Network Form (or Add). Once it is published, click Click to assign in the Audience cell to open Audience Selection — Select who needs to sign this form — and pick Providers (Required for all Providers), Provider Delegates (Required for all Provider Delegates), or Remove Audience. The Client Forms tab works the same way with Client Admin and Client Staff.