Documents & PDF
Consultation reports, prescriptions, and branded PDF generation — automatically from form data.
How Documents Work
Documents are professional PDFs generated automatically from form data. When a specialist fills in a consultation report form and signs it, the platform generates a polished PDF using the clinic's branding — logo, colors, letterhead, and footer.
Document types
| Type | Generated From | Contents |
|---|---|---|
| Consultation report | Specialist-filled appointment form | Clinical findings, assessment, treatment recommendations |
| Prescription | Specialist-filled prescription form | Exercises, medications, or equipment prescribed |
| Intake summary | Patient-filled intake forms | Patient demographics, medical history, consent records |
PDF Templates
Clinics design their own PDF templates using a visual block-based editor — no HTML or code required.
How the editor works
- Open the template designer and create a new template (e.g., "Consultation Report")
- Drag blocks onto the page — letterhead, text sections, patient info, findings, signature line
- Insert form fields — the template pulls data from the form automatically
- Preview with real data — see what the final PDF looks like before publishing
- Publish — the template is now available for document generation
Reusable components
Clinics create shared components that can be used across multiple templates:
- Letterhead — clinic logo, address, registration number
- Footer — legal disclaimers, page numbers
- Signature block — specialist name, title, digital signature
- Disclaimer text — standard legal language
Update a component once and it updates everywhere it's used.
Private Fields
When a form contains private fields (marked by the admin as specialist-only), the generated PDF has two versions:
- Specialist copy — includes all fields, including private clinical notes
- Patient copy — private fields are hidden automatically
This ensures specialists can record internal notes within the same form flow while patients receive a clean, professional document.
Signatures and Immutability
- Documents are digitally signed — the specialist's signature is embedded in the PDF
- Once signed, documents are immutable — regenerating from the same form data produces an identical PDF
- The audit trail records who created the document, who signed it, and when
- Documents are cached — repeated downloads serve the same file, never re-rendering
For developers
Technical details — database schemas, API endpoints, PDF rendering pipeline, template schema, and caching strategy — are available in the Documents feature spec and PDF Templates feature spec.