Features

Forms & Clinical Workflows

Build the forms your program actually uses, then route them through signing and approval.

The form builder

Drag-and-drop builder

Custom clinical forms without code

Conditional logic

Show or hide fields based on responses

Healthcare field types

Fields built for clinical documentation

Template library

Reusable templates across departments

Department scoping

Each department sees its own forms

Workflow and tracking

Multi-stage approval

Forms move through review and approval stages

Digital signatures

Staff, witness, and supervisor signatures

Notification rules

Email and in-app alerts on form events

Submission calendar

A heat map of form activity

Incomplete tracking

Daily, weekly, monthly, and annual frequencies

Group sessions

Attendance and notes post to every attendee, in each patient’s own chart

See Forms & Clinical Workflows on a live demo

Tell us about your program and we’ll walk you through it on your own workflows.

Request a Demo →