Form fields with longer text — visit notes, incident descriptions, handovers — often end up with the rushed phrasing of something written one-handed between tasks. The AI sparkles button on every text field tidies it once you've got the substance down.
It fixes typos, tightens phrasing, and matches tone to the form, but only ever offers a suggestion — your original stays put until you accept. It works on what you wrote and won't invent facts, dosages, or names, so it's safe in clinical and incident contexts as long as you review before accepting.
Step 1
Write your rough notes
Open the form, pick the client, and type your notes however they come out — spelling, grammar, and shorthand don't matter yet. Get the substance down first.
Step 2
Polish with AI
Tap the sparkles button in the corner of the field, then Improve text & make professional — or ask it to add an example, make it more detailed, or follow custom instructions. The AI shows its rewrite alongside your original: Accept to use it, Refine for another pass, or Discard to keep yours.
Keep reading
Tutorial
Export form data
Pull your form responses out of the dashboard — pick a form, filter by date, select the responses you need, and export to PDF, Excel, or CSV.
Web dashboardTutorial
Open a form on the web
Find the template you need from the Forms page and open it ready to fill in — straight from your browser.
Web dashboardTutorial
Fill a form via AI chat
Describe what happened in plain language and the AI picks the right template, attaches the client, and writes a clean draft for you to review.
Mobile app