Home / The OS / Forms & Documents
Clinicians, intake teams and the admins who build forms and letters

One form engine for every module, and no paper

Paper forms become structured information the record can actually use. Electronic forms with conditional logic, AI generation from paper forms, document OCR, mail merge templates and digital signatures are built into intake, clinical, consent and administration workflows.

A family member signs a premium services agreement on her phone in HealthOS Connections: the agreement awaiting signature, the signing form and the signed record.
Across every module
Hospital

Pre-admission questionnaires and financial consent completed at home, and observation forms scheduled on the episode.

Home care

Service agreements built from templates pull the client's funding and services from the record, then get signed on screen.

Care Delivery

Clinical assessments, progress notes and wound charts.

Disability

NDIS goals and outcomes, and service delivery records.

What it does

Forms that write structured data

Templates and mail merge

Templates that fill themselves from the record

Agreements, letters and packs are built once as templates. Merge fields pull the person's details, funding and services straight from the record, with no retyping and no copy-paste errors. Discharge summaries, care plans, letters to GPs and invoices are populated from the clinical record and generated as PDF on demand. Templates are managed and published in Admin.

Form builder

Clinicians can build their own forms

A point-and-click form designer with text, dropdowns, date pickers, calculated fields, conditional sections and validation rules. No code is required.

FHIR

Build forms that write to FHIR

FHIR is the standard health-data format. Fields bind to the record, so when a clinician fills in a form the responses are captured as structured data instead of being locked in a PDF. Discharge-summary diagnoses write to the clinical data model today. Report on the responses, trigger a care pathway off them, or feed them to research: structured data from the point of care.

Embedded

The same engine in every module

The eForms engine is part of the platform, with no separate product to buy. It powers intake consent, clinical assessments, discharge summaries, participant goals, wound assessments and medication reviews. The same engine, builder and structured output are used across every HealthOS module.

  • Intake: consent forms, eligibility screening, pre-admission questionnaires
  • Hospital episodes: observation forms on a schedule, such as neurovascular checks after surgery, with abnormal answers escalated to a named clinician
  • Care Delivery: clinical assessments, progress notes, wound charts
  • Disability: NDIS goals and outcomes, service delivery records
  • Research: study consent, CRF data capture, protocol checklists
A client’s chart in HealthOS: the latest vital signs with a NEWS score, the penicillin allergy, the active medicines and the latest progress notes from the care team.
Document OCR

From paper to structured data

Referral letters arrive as scanned documents. Pathology results come as PDFs. The document OCR service digitises scanned documents, including handwritten notes, extracts structured fields where possible, and stores everything against the person record, indexed, searchable and linked. Paper that still comes out of theatre or the ward is scanned on the unit’s multifunction device and filed to the episode by its number, or held in a scan inbox for review.

  • Optical character recognition with field extraction
  • Scans filed to the hospital episode by its number
  • Human review for low-confidence extractions
  • Stored against the person record with metadata tagging
  • Full-text search across all stored documents
Public forms

Collect it before the first appointment

Share a public link for self-service registration, pre-admission questionnaires and consent collection. Responses flow directly into the HealthOS intake pipeline with no manual re-entry.

  • Public URL with an optional access code for security
  • Mobile-responsive and accessible (WCAG 2.1 AA)
  • Auto-creates a person record on submission
  • Electronic signature capture for legally binding consent
A patient completes informed financial consent on a phone in HealthOS Connections: the pathway step with her estimated out-of-pocket cost, the estimate itemised with what it assumes, and the consent she signs against that estimate.
Digital signatures

Signed on screen and kept on the record

Built-in electronic signatures for consent forms, service agreements and intake documents. Each one is signed on screen and stored against the person record with a full audit trail. Consent audit trails sit under the same access control as the rest of the record (see Security).

AI form generation

Paper to digital, with AI

Digitising existing paper forms used to mean rebuilding each one field by field. Now you can photograph or scan any paper form and the AI generates a structured electronic equivalent, with field types, validation rules and conditional sections. Clinicians review and publish, cutting form migration from hours to minutes.

  • Upload a photo or scan of any paper form
  • AI detects fields, labels, checkboxes and layout
  • Generates a structured HealthOS form with validation and conditional logic
  • Review and adjust in the point-and-click builder before publishing
  • Works for referral templates, assessment sheets, consent documents and intake forms
On YouTube

See it in action

All videos
2:42
Care delivery: neurovascular observations during a hospital stay
2:35
Care delivery: building an eForm and putting it on a care pathway
1:25
Care delivery: eForms and ambient scribe
3:01
Services: HELF agreements, digital signing and billing

See the forms engine in action

A 45-minute walkthrough covering form building, FHIR mapping and document management.