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Last updated on Jun 26, 2026
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Streamline the creation of patient intake forms, consent documents, and medical history questionnaires with AI. Use AI-powered OCR to digitize and restore scanned medical records, making them editable and easy to store.
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trying to learn what all of the features are with this program. We just purchased a corporate account for agents in our insurance office to use and we would be more than interested in a webinar on all the features
it has been hard getting back to my document, probably because an icon has not popped up on my screen and the form is not in my laptop document file. it's not letting me add lines to the lists though that might be a hard lock in the form. However the section instruction's say that you can add. Mostly I have only used PDF filler on this complicated form and am learning by trial and error.
The one time I used helped they… The one time I used helped they actually helped. The other service I tried to use before this one, I couldn't get any help.
Easy to navigate Easy to navigate. I didn't have cash to send correspondence to the IRS. This is a great tool for sure. It's more difficult submitting a review though, just saying. Your date feature sucks.
Relatively easy to use Relatively easy to use, intuitive software. Wish there were a way to copy and paste some aspects of the document I'm working into an email or other document.
What do you like best? The ability to send PDF's for signature and manipulate fields... What do you dislike? sometimes the automatic field mapping can be quirky and when people sign documents it may not be the most intuitive set up. What problems are you solving with the product? What benefits have you realized? Having to print out paper to just to sign and scan back. Also, due to the pandemic and less people having in person meetings this can be used to sign documents even when you are not face to face with clients.
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There are limitations when it comes to branding. You basically have to pay their developers so that they build custom docs for you, and even then, it was a little bit hit or miss.
