Custom forms let you collect information from your patients, like intake details or health history. You build the form once, then answer it yourself, send it to patients, or reuse it later.
Creating a Form
1. Hover over Account in the top navigation, then click Forms. This is where you manage all your forms.
2. Click the plus sign in the top-right corner.
3. Enter the form’s name, the category it should appear under, and a short introduction to guide people through it.
4. Click Next Step.
5. Click the plus sign to the right of Questions.
6. Enter the question, a description to guide the answer, and the answer type: text, numeric, multiple choice, or dropdown.
7. Click Add Question. It appears under the Questions heading. Repeat for as many questions as you need.
8. Click Save in the top-right corner.
Your form now appears on the Forms page.
Editing a Form
You can change any form details as long as it hasn’t been answered yet. Once someone answers the form, editing is locked to ensure their answers continue to match the questions they saw at the time. Therefore, it’s important to double-check all details before sending the form to a patient.
1. On the Forms page, hover over the form and click the Edit Form button on the right (the pencil icon).
2. To change basic details like the name or category, click Edit.
3. To change a specific question, click the pencil icon to the right of that question.
Answering a Form
1. Open the patient you want to answer for.
2. Click the plus button on the right, then click Form Answer.
3. Pick a form from the list. Forms are grouped by the categories you set when you built them.
4. Click Next Step.
5. Answer the questions and enter any required values.
6. Click Add Answers.
The completed form saves to the patient’s chart. From there, you can edit it, add a note, or export it to a PDF for printing.
AI Summaries
If the patient answers this same form more than once, Atlas.md will generate an AI Summary comparing their answers over time.
It reads across every submission and highlights what changed, including improvements, worsening symptoms, recurring themes, and notable changes, so you don’t have to open and compare each response by hand.
Emailing a Form to a Patient
1. Open the patient’s chart.
2. Click the plus sign in the top-right corner, then click Form Answer.
3. Select the form from the dropdown, then click Email Form to Patient.
4. Choose the address to send to, then click Send.
You’ll get a notification once the patient completes and submits the form.
Emailing a Form to Many Patients
You can send a form to several patients at once from the Bulk Form Invitations page.
1. Go to the Forms page (Account > Forms).
2. Click the email icon in the top-right corner.
3. Select the plus icon in the top-right corner.
4. In the pop-up, select a form from the dropdown.
5. Optionally add a custom note to send with the form.
6. Check the box next to each doctor whose patient panel should receive the form. To preview the final form and email first, click Send me a test.
7. Click Proceed to the Next Step.
8. Review the full list of patients who will receive the invite. Check or uncheck a name to add or remove that patient.
9. Click Confirm and Send Emails.
You can also start from an existing form: open it, click the gear icon in the top-right corner, select Send to Multiple Patients, then follow the same steps.
Exporting Form Data
You can export form data in two ways.
For One Patient
This covers the single patient who filled in the form and exports to CSV or PDF.
1. From the patient’s chart, head to Form Answers in the side navigation bar.
2. Click the form you want.
3. Select the gear icon in the top-right corner, then choose CSV or PDF.
For One Form Across Multiple Patients
This covers everyone who filled in the form and exports to CSV only.
1. Go to Account > Forms.
2. Select the form.
3. Click the gear icon in the top-right corner.
4. Click Export Answers to CSV.
Duplicating a Form
If you don’t want to start from scratch, copy an existing form.
1. On the Forms page, hover over a form and click the Duplicate form button on the right.
2. Click Edit in the top-right corner to change the name, category, or introduction.
3. Use the buttons to the right of each existing question to copy or edit it, or click the plus icon to the right of Questions to add a new one.
