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

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