Pre-Filling Form Fields from Chart Data

The Prefill from chart data toggle lets a form automatically populate a patient's identifying details from their existing chart, so they don't have to re-enter information you already have. This speeds up completion and reduces typos in key fields.

Where to Find It

Select a Personal Info, Contact Info, or Address element in a Standard Form. In the right-side settings panel, look under the Chart section for the Prefill from chart data toggle.

The toggle is available only on these three element types, since they map to identity and contact fields already stored in the chart.

How It Works

When the toggle is enabled and a signed-in patient opens the form, the matching fields are pre-filled from their chart. Patients can review and edit any pre-filled field before submitting.

If a patient opens the form without signing in, the fields stay blank so the patient identification is preserved.

Default Behavior

The toggle is off by default. Turn it on for any element where you'd like returning, signed-in patients to skip re-entering their details.

Intake Templates

For newly-created intake forms, the Prefill from chart data toggle is enabled by default. Established patients completing a new intake can then confirm their information in a few taps rather than typing it from scratch.

Intake forms created before this feature was released won't have the toggle on automatically. To use pre-fill on an existing intake form, open its Personal Info, Contact Info, and Address elements and enable the toggle manually.