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
Fill out a form
Submit a visit note, incident report, or any other configured form — drafts autosave so you can pause and pick up later.
Mobile appTutorial
Explore forms
Get oriented on the Forms area: Form Management with its Templates and Responses tabs, and the Forms Browser for digging into one form's results.
Web dashboardTutorial
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 dashboard