Form Agents

Form agents provide a convenient way to fill out medical forms based on a patient record. You can use them on individual notes in the workspace, or on an entire folder in the file browser.

Creating Form Agents

To create a form agent, simply select the Process forms checkbox while creating an agent.

Using Form Agents

From the workspace

To use form agents from the workspace, open a note, select the My Agents tab and click Run on a form agent. You will be presented with a dialog as shown below where you must select a form to be filled out by the agent.

Form Agent Dialog for the default Insurance Form Processor agent in the Workspace

Once the agent has finished processing, click the Click here to view result button to go to the results page.

From the file browser

The file browser can be used to apply a form agent to an entire folder. Click the Agents button under Actions in the file browser as shown below.

Agents action in the file browser

This will open up a dialog where you can select the form agent you want to use and upload a form. The agent will process the folder you selected to fill out the uploaded form.