Form templates and submissions

Form templates

Form templates define what information your agent collects during calls. Access Form Templates from the Build section of the sidebar (visible when at least one agent uses forms).

Creating a template

1. Click New Form.

2. Add fields: text, phone, email, and other field types.

3. Set up conditional logic (if/then rules) for dynamic forms.

4. Save the template.

Template statuses

• Draft - Being designed, not assigned to agents

• Published - Available for agents to use

• Archived - No longer active

Assigning to agents

Assign a form template to one or more agents with an enable/disable toggle. When a caller provides information matching the form fields, the agent captures it.

Form submissions

View all submitted forms at Form Submissions in the sidebar.

Submission list

• Contact/patient name

• Form template used

• Date submitted

• Status (Submitted, Amended, Tombstoned)

Submission detail

Click any submission to see:

• All captured field data

• Option to Amend (edit/add missing fields)

• Export to PDF

• Tombstone option (redact PII while preserving audit record, for HIPAA compliance)

Bulk export

Export submissions to CSV from the submissions list.

Auto-fill

When your agent calls a known contact, form fields can be pre-filled with existing contact data.