Organisations configure anywhere from five to fifty form templates — visit notes, medication observations, incident reports, handovers, and more. Scrolling the full list every time gets old when you only use three or four.
The Forms tab gives you three ways to land on the right one: scroll, search, or favourite. Favouriting is the long-term win — pinned forms surface at the top of the list and on your dashboard.
Step 1
Open Forms
Tap Forms in the bottom navigation. The Templates tab lists every form available to you, alphabetical by default.
Step 2
Search for the one you need
Tap the search bar and type a few letters. The list filters as you type — matches the form name and description, so partial words usually find it.
Step 3
Star it to pin it
Tap the star to favourite a form. Favourites pin to the top of the list and surface as quick-access cards on your dashboard, so the forms you use daily are always one tap away.
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