Forms

You can create forms for patients to complete in their patient portal or for organization members to complete on behalf of patients in the EMR. You can build a form by hand, or describe the form you want and have AI generate a draft for you to review, refine, and publish. Here are the following types of questions that you can ask in the form:

You can find the definitions of each of the question types here.

• Multiple Choice
• Dropdown
• Short Answer
• Grid
• Table
• Number
• Paragraph
• Date
• Time
• Picture
• File
• Statement
• Consent
• SSN
• Address
• Allergy
• Medication
• Condition
• Vitals
• Family History
• Phone Number
• Emergency Contacts
• PDF Upload
• Editor
• Insurance
• Setup Payment
• Preferred Pharmacy

Steps

Step 1: Create a form (EMR)

You can create a form with AI or by hand.

Option A: Generate a form with AI

Note: "Generate with AI" is only available on the Pro and Enterprise tiers.

To generate a form with AI:

• Go to the EMR (e.g. emr.avonhealth.com)

• Click on the hamburger menu on the top left corner > Settings > Forms

• Click "Generate with AI". This button appears once your organization has at least one form; if you don't have any yet, create one by hand first (see Option B).

• The "Generate a form with AI" modal will pop up. In Describe the form you want, describe the form, its sections, and the questions each section should contain. The more specific you are, the closer the draft will be to what you want. For example:

  Create a new patient intake form with three sections. "Demographics": preferred name (short answer), phone number, address, and emergency contact. "Insurance": the patient's insurance and preferred pharmacy. "Health History": current medications, allergies, and conditions, plus "Do you smoke?" (multiple choice: Yes, No). If they answer Yes, ask "How many packs per day?" (number).

• Click "Generate form". The AI creates a new form with a name, description, sections, and questions, and opens it in the form builder.

• The generated form is an editable draft. It isn't visible to organization members or patients until you publish it.

A few things to know about generated forms:

• Usable by is set to all organization members. To restrict who can complete and assign the form, click the form details card and update Usable by.
• The AI can add simple show/hide logic to sections and questions based on the answers to multiple choice or dropdown questions. Review any logic it adds, and follow the instructions here to change it.
• If you see "Could not generate a form from that instruction. Try rephrasing.", reword your description and try again.

Option B: Create a form by hand

To create a form by hand:

• Go to the EMR (e.g. emr.avonhealth.com)

• Click on the hamburger menu on the top left corner > Settings > Forms

• Click "Create a form"

• The "Add Form" modal will pop up. In it, set:

  • Name: Name of form
  • Description: Description of form
  • Usable by: Which organization members can complete this form and assign it to patients. By default, forms can be completed and assigned to a patient by any organization member. However, forms can be restricted to be only completed and assigned to patients by certain medical centers, specializations, peer groups, and/or individuals. This is useful if, for example, certain forms are only relevant for PCPs to complete vs. other forms are only relevant for nurses to complete.

• Click "Create Form"

• Click "Add section" to add a section to the form

• Click "Add question" to add a question to the form

• Select the type of question you want to ask.

• For each question, set:

  • Required: Whether a response to this question is required
  • Add to Patient Chart: (Only applicable to some question types) Whether to sync the response from this question to the patient panel that's located on the left-hand side in the patient's chart.
  • Title: Title of the question where it says "type your title here"
  • All other parameters are specific per question type

• Click on any form details, section, or question card to edit it. Press the Delete button with the red outline to delete an entire section of a form and the trash can icon to delete a question in the form.

• To print PDFs of this form on your organization's letterhead, click the form details card and check "Use company letterhead when generating form response PDFs" under "Letterhead". A letterhead must be uploaded first. Follow the instructions here to upload one.

• Drag a section or question card when it's in view mode to reorder it.

Step 2: Refine the form with AI (EMR)

Note: "Refine with AI" is only available on the Pro and Enterprise tiers.

Whether you generated the form with AI or built it by hand, you can describe changes in plain language and have AI apply them:

• Open the form in the form builder

• Click "Refine with AI" at the top of the builder

• The "Refine this form with AI" modal will pop up. In Describe the changes you want, list the changes. For example:

  Add a section for insurance details, make the email question required, and remove the SSN question.

• Click "Apply changes". The changes are applied to the draft, and the builder reloads with the updated form.

• Review the changes. You can keep editing by hand, or click "Refine with AI" again to make more changes.

Step 3: Embed in logic (EMR)

You can embed in logic into the sections and questions in the forms. Follow the instructions here to embed logic.

Step 4: Publish the form (EMR)

Press "Publish" to publish all of the changes and make them visible to organization members and patients. This includes forms generated or refined with AI — review the draft before you publish it.