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Generate a form with AI

Turn the PDFs, documents and photos of forms you already use into ready-to-edit forms.

Table of Contents

Upload a PDF, Word document or photo of a form, and AI rebuilds it with the right fields, such as headings, text boxes, tick boxes and signatures. You can upload several at once, which is a quick way to bring across a whole set.

  • Go to Setup, then Forms, and click Create Form.

  • Choose Generate with AI.

  • Upload your files, or describe the form you need.

  • Review each result and make any changes.

  • Publish it.

AI-generated forms don't replace the advice of a qualified professional. Check every form before using it with patients.

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Next, read Edit a medical form.