How do I create my first intake form?

From your dashboard, click the "New Form" button in the top right. You'll see three creation methods:

  • AI generation: type a prompt like "New patient intake form for a dental office with insurance, medications, and consent" and a complete multi-page form appears in seconds
  • Image upload: snap a photo of your existing paper form and the AI converts it to a digital form with the correct field types
  • Templates: browse healthcare-specific templates by category (patient registration, consent, medical history, etc.) and customize one

You can also start with a blank canvas and add fields using the slash command menu: type "/" in the empty input at the bottom of the form.

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