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OutSmart Guide

Building A Form With AI

Describe the form you want in a few sentences and OutSmart writes a first draft of it. You get an editable SmartForms V2 form with questions and answer choices already in place, which you then review and adjust.

This is for when you know what you need to ask but do not want to build every question by hand.

Before you start

Building a form with AI is available on OutSmart Basic and OutSmart PRO subscriptions. If your subscription does not include it, the option appears but cannot be used, and it tells you so.

Writing the brief

  1. From the main menu, choose Smart Forms > SmartForms 2.0.
  2. Click Create New.
  3. Choose the option to build a form with AI.
  4. If you are an admin, you are asked Who is this form for? first. Every form belongs to a practitioner, so choose the practitioner it is being built for.
  5. Fill in the brief and start.

The brief has four parts, and only the first is required:

  • What the form is for. The more specific you are, the better the draft. “Intake form for a new naturopathic patient with digestive complaints” gives you far more than “intake form”.
  • How thorough it should be. Choose Brief, Standard or Comprehensive.
  • Anything it must include. Particular questions or topics you know you need.
  • Anything to leave out. Topics you do not want asked about.

Write the brief in the language you want the form in. A brief written in French produces a French form.

While it works

Writing the form takes a few minutes, so it runs in the background and you can carry on with something else.

A row appears in your Smart Forms list showing that OutSmart is writing your form from your description. When it finishes, the form appears in your list ready to edit, and if it was the only one you had running, the editor opens for you.

If something goes wrong, the row tells you why. You can dismiss it, and it clears itself after a day either way.

What to check before you send it

Treat the result as a first draft written by someone who does not know your clinic. It is a starting point, not a finished form.

  • Read every question. Check the wording suits your patients and your practice.
  • Check the answer choices. Ranges, units and options may need adjusting to how you actually record things.
  • Set which questions are required.
  • Remove anything you do not need. A comprehensive draft usually asks more than you want.

The form is yours to edit until the first time you send it to a patient. After that it locks. See Editing A Smart Form.