Templates that fill themselves from the record.
Agreements, letters and packs are built once as templates. Merge fields pull the person's details, funding and services straight from the record, no retyping, no copy-paste errors.
Forms that write structured data.
- Form builder
- Point-and-click form designer with text, dropdowns, date pickers, calculated fields, conditional sections and validation rules. No code required, clinicians can build their own.
- Public intake forms
- Self-service registration, pre-admission questionnaires and consent forms accessible via a public link. Responses flow directly into the intake pipeline.
- Document OCR
- Scan paper documents and extract structured data. Referral letters, pathology results and handwritten notes are digitised, indexed and stored against the person record.
- Mail merge
- Template-based document generation. Discharge summaries, care plans, letters to GPs and invoices, populated from the clinical record and generated as PDF on demand.
- Digital signatures
- Built-in electronic signatures for consent forms, service agreements and intake documents. Signed on-screen, stored against the person record with full audit trail.
- AI form generation
- Upload a photo of a paper form, referral template, assessment sheet, consent document, and the AI generates an electronic form with fields, validation and conditional logic. Review, adjust and publish in minutes instead of hours.