Product Updates
Completed PDFs that name themselves for your EHR
ISIsabela Schroeder
Growth Marketer · · 2 min read
Growth Marketer · · 2 min read
Filled forms download with the patient name and date in the filename, so they drop straight into your existing folders.
A small change that saves a real click: completed intake PDFs download with a structured filename that includes the patient name, the form type, and the submission date.
That means no more renaming files before you file them. Drag the download straight into your EHR patient folder and the naming already matches how your team organizes records.
The format is consistent across every form, so batch downloads sort cleanly too.
See your own forms, digital.
Send us your intake PDFs and we'll have your branded portal live, usually in under 48 hours.