Accessing Your Templates
To view or edit your library of forms, navigate to the Management tab on the left-hand sidebar and select Manage Form Templates.
In this section, you can view a summary table of your current templates, including:
Form Name: The internal title used for selection.
Date Uploaded: To track versioning.
Type: Identifies if the form is a PDF to View, PDF to Sign, or a Fillable Form.
Actions: Quick links to Edit titles or Delete outdated templates.
Creating a New Form
Allia supports three distinct form types to match your clinical workflow. Choose the one that best fits your needs:
PDF to View (Information Only)
Best for: Practice Policies, HIPAA Privacy Notices, or Educational Brochures.
Click Create New Form and select PDF.
Upload your file (Max size: 50 MB).
Ensure the Signature Requirement box is Unchecked.
Rename and Save.
PDF to Sign (Digital Consent)
Best for: Informed Consent, Release of Information (ROI), or Fee Agreements.
Follow the steps for "PDF to View" above.
✅ Check the Signature Requirement box.
Allia will automatically add a secure, HIPAA-compliant digital signature field to the bottom of the document.
Save to add it to your list.
Fillable Forms (Dynamic Data Collection)
Best for: Intake Questionnaires, History Forms, or Screening Tools. Our Fillable Form builder works similarly to Google Forms, allowing you to collect structured data that integrates into the EHR.
Select Fillable Form.
Build Your Questions: Use the "Add Question" button to choose from:
Short/Long Answer: For narrative history.
Multiple/Single Choice: For symptoms or demographics.
Scale: For assessments (e.g., "On a scale of 1-10...").
Set Requirements: Use the Required toggle on critical questions (like Primary Care info) so clients cannot submit the form until it is complete.
Save the template.
💡 Best Practices for Clinicians
The "Golden Thread": Use Fillable Forms for Intakes so the data can be easily referenced when the AI generates your Treatment Plans.
Smart Labeling: Use a consistent naming convention like [Practice Name] - Informed Consent - 2026 to ensure you are always sending the most recent version.
Test Your Workflow: We recommend creating a "Fake Patient" using a personal email address to send yourself these forms. This helps you see exactly what your client experiences in the Allia Client App.