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Automatic Form-filling

Guide to auto‑populate forms directly from scribe data. No manual entries required

Why Form Automation Matters

From CRA Disability Tax Credit certificates, ODSP, and AISH forms - to insurance paperwork - clinicians can spend 20‑30 % of their day keying the same data into repetitive forms. Scribeberry’s AI‑powered Forms feature captures information directly from your EMR, live interview, or dictation, then fills each field automatically - saving time and reducing errors.

 

Key Highlights

  • Library + Custom Uploads – choose from a growing catalog (CRA DTC, AISH, MVA, TBQ, etc.) or upload your own PDF.
  • Smart Field Mapping – map once; Scribeberry remembers for every future form.
  • Multi‑Source Data Pull – EMR pull, typed text, file-upload, or recorded patient interview.
  • Chat‑Editable – use plain English commands to fix or expand any section once generated - or manually edit in-line if you prefer
  • Download, Print, or Push – export as a flattened PDF or (where supported) send directly to Accuro & other EMRs.
  • HIPAA / PIPEDA Secure – end‑to‑end encryption, zero long‑term storage of PHI.

Step‑by‑Step: Filling a Form

  1. Open Forms
      • Left sidebar → Forms → browse library or hit ➕ Upload Form.
  1. Select or Upload
      • Pick CRA Disability Tax Credit or drop a custom PDF.
  1. Enter / Import Data
      • Upload from patient chart/other source or
      • Type notes manually or
      • Hit Record Interview to capture answers in real time.
        • Or combine all three if desired!

  1. Click Generate
      • Scribeberry auto‑populates every mapped field.
  1. Review & Refine with Chat
    1. “Please expand Section B with more detail on mobility limitations.”
      “Shorten ‘Activities of Daily Living’ answer to 75 words.”
      
      • Fields update instantly.
  1. Export
      • Download PDF for fax/email
      • Print for signature
      • Send to EMR (if integration enabled).

Pro Tips & Best Practices

Tip
Benefit
Paste Complex Data as context
Paste in chaotic data in any disorganized fashion into the medical context box. When you press generate - the form will organize everything for you.
Leverage Macros
Drop complex phrasing (e.g., dx-diabetes) into any form field.
Use Agents for Pre‑Intake
Let AI call patients to gather history and pre‑fill forms before the visit.
Group Sharing
Admins can share form templates so every clinician starts with the same mapped PDF.

Return on Investment

  • Complex forms (e.g., CRA DTC) traditionally take 20‑40 minutes; Scribeberry users average ≤ 5 minutes.
  • Clinics completing 5 disability forms/day reclaim ≈ 12.5 hours/month—nearly two full workdays.

Frequently Asked Questions

Q: Can I edit the PDF after download?

A: Yes—fields remain interactive until you choose to export the PDF.

Q: What about provincial or insurer‑specific forms?

A: Upload any fillable (or scanned) PDF and create a custom template

Q: How does form data stay private?

A: Audio is transcribed in real time and never stored; data is encrypted in transit and at rest.

Q: Does Scribeberry sign the form?

A: Electronic signatures must be applied in your EMR or PDF tool; Scribeberry fills the text fields.


Quick Start Checklist


Bottom Line

Scribeberry turns tedious form‑filling into a one‑click task—freeing you to focus on clinical care instead of paperwork. Load a form once, and let the AI handle the heavy lifting forever after.

 
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