Custom Forms

Use form templates to create, upload, and organize the forms your practice sends to patients.

Open form templates

To open your form library:

What you can access depends on your permissions:

Template details

Each template shows:

Create a form

Select Create New Form , then choose Upload Viewable PDF , Upload Fillable PDF , or Create Dynamic Form .

Upload a viewable PDF

Use a viewable PDF for practice policies, HIPAA notices, educational material, or consent documents that only require a signature.

To upload one:

If you require a signature, the patient must sign digitally before submitting.

Upload a fillable PDF

Use a fillable PDF for government forms, insurance paperwork, or other existing documents with interactive fields.

To upload one:

PrecisionMind checks for interactive fillable fields.

Patients complete the fields in the PDF while its original layout is preserved.

Create a Dynamic Form

Use a Dynamic Form for intake questionnaires, medical history, screening tools, custom assessments, or structured data collection.

Add questions using Short Answer, Long Answer, Single Choice, Multiple Choice, or Rating Scale fields.

Turn on Required for questions that must be completed before submission. Save the template when finished.

Best practices

Use Dynamic Forms for patient intake. Structured responses can be referenced throughout PrecisionMind and support AI-powered workflows.

Use fillable PDFs for existing paperwork. Upload standardized PDFs with interactive fields instead of rebuilding them.

Use clear names. For example: Practice Name - Informed Consent - 2026 .

Test before using. Create a test patient with your own email address to experience the workflow as a patient.

You can send forms during patient onboarding or later from the patient dashboard.

Send forms during onboarding

When you invite a new patient, forms configured as Default Forms are selected automatically. Before sending the invitation, you can remove a default form or add another form from your library.

After the patient creates an account, the forms appear as tasks in the PrecisionMind Patient App or Portal and remain visible until completed.

Send a form from the patient dashboard

To send a form:

Select a form

You can choose from:

Use the search bar to find a template.

Note: If the form is not in your library, select Upload . Upload a PDF up to 50 MB, rename it for the patient's view, and select ✅ Check when a signature is required.

Preview the form

Select the form, then select Preview to review it before sending.

Set an optional deadline

Send the form

Review your selections, then select Send . The patient receives the task immediately in the PrecisionMind Patient App or Portal.

Track completion

After sending a form, its status appears in the patient's Forms section. Completed forms are stored automatically in the patient's Medical Data.

How a patient completes a form depends on its type.

Viewable PDFs

The patient reviews the document and signs it before submitting when a signature is required.

Fillable PDFs

The patient completes the interactive PDF fields and signs before submitting when required.

Dynamic Forms

The patient answers questions built in PrecisionMind and submits the completed form.

Complete a Dynamic Form for a patient

You can complete a Dynamic Form for a patient during an appointment, enter responses collected verbally, or help someone who cannot complete the form independently.

To complete a Dynamic Form for a patient:

Important: To prevent conflicting edits, the clinician and patient should not complete the same Dynamic Form at the same time.

Digital signatures

For a form that requires a signature, the patient:

The form status then changes to Completed .

Every form sent to a patient appears in the Forms tab of the patient's Medical Data.

For each form, you can see its name, type, sent date, deadline when assigned, and current status.

Form statuses

Completion means:

Manage a sent form

For a Pending or In Progress form, select the ⋮ (More Actions) menu.

Reschedule Deadline

To change the deadline:

The patient sees the updated deadline immediately.

Cancel Form

To withdraw an incomplete form, select Cancel Form .

Note: Completed forms cannot be cancelled.

View a completed form

Select a completed form to:

Notifications

PrecisionMind sends notifications when a form is sent and when a patient completes it.