Use form templates to create, upload, and organize the forms your practice sends to patients.
Open form templates
To open your form library:
Select Management from the left sidebar.
Select Manage Form Templates.
What you can access depends on your permissions:
My Forms: Create forms, rename or delete your own forms, and send them to patients.
Other Forms: View and send templates created by other practice users when your permissions allow. You cannot edit or delete another user's templates.
Template details
Each template shows:
Form Name: The internal name used when selecting forms.
Date Uploaded: The upload date, which can help you track versions.
Type: PDF - To View, PDF - To Sign, PDF - To Fill, or Dynamic Form.
Actions: Options to rename or delete your own templates.
Create a form
Select Create New Form, then choose Upload Viewable PDF, Upload Fillable PDF, or Create Dynamic Form.
Upload a viewable PDF
Use a viewable PDF for practice policies, HIPAA notices, educational material, or consent documents that only require a signature.
To upload one:
Select Upload Viewable PDF.
Upload a PDF up to 50 MB.
Choose whether the form requires a patient signature.
Save the template.
If you require a signature, the patient must sign digitally before submitting.
Upload a fillable PDF
Use a fillable PDF for government forms, insurance paperwork, or other existing documents with interactive fields.
To upload one:
Select Upload Fillable PDF.
Upload the PDF.
Allia checks for interactive fillable fields.
No fields detected: The upload stops and Allia asks you to upload a valid fillable PDF.
Fields detected: Choose whether a signature is required, then save the template.
Patients complete the fields in the PDF while its original layout is preserved.
Create a Dynamic Form
Use a Dynamic Form for intake questionnaires, medical history, screening tools, custom assessments, or structured data collection.
Add questions using Short Answer, Long Answer, Single Choice, Multiple Choice, or Rating Scale fields.
Turn on Required for questions that must be completed before submission. Save the template when finished.
Best practices
Use Dynamic Forms for patient intake. Structured responses can be referenced throughout Allia and support AI-powered workflows.
Use fillable PDFs for existing paperwork. Upload standardized PDFs with interactive fields instead of rebuilding them.
Use clear names. For example: Practice Name - Informed Consent - 2026.
Test before using. Create a test patient with your own email address to experience the workflow as a patient.