Product Updates

Form Template Updates

Posted on November 28, 2024 by Michael

Form Templates: Advanced Note-Taking, Mobile-Friendly, and Secure AI Integration

We’ve been busy enhancing the system to make it more powerful, intuitive, and secure for both clinicians and patients. Here’s what’s new:

  • Complex Form Structures: Form templates now support advanced tabular layouts, making it easier to collect detailed data from client intake forms or clinician notes.
  • Enhanced Digital Note-Taking: We've introduced improved functionality to replicate even the most sophisticated note-taking workflows directly within the system, helping you digitize and streamline your processes.
  • Even More mobile-Friendly Intake Forms: Patients will now enjoy a smoother experience filling out intake forms on mobile devices, thanks to improved responsiveness.
  • Secure AI-Powered Insights: We’ve integrated “gated off” AI components to securely process form data. These AI tools provide advanced insights about the information entered, while keeping sensitive patient data protected and under your control—ensuring full transparency and compliance.


These updates expand what the all important forms elements of the system can do and reinforce our commitment to security and usability.