Creating a form with AI

Tell Teamio what you want in plain English and it builds the form for you. The draft opens in the form builder unsaved, so you review and tweak everything before it goes live — nothing is created until you click Save.

Availability, prerequisites & permissions

Create with AI isn’t available to every practice yet. If the Create with AI button is greyed out with a Coming soon badge, it hasn’t reached your practice — there’s nothing to request, and it will light up once it’s released.

It also needs the Forms feature and edit access — by default Admin and Manager. See Who can do what in Forms.

Where: Sidebar → Forms → Create with AI

1. Open Create with AI

On the Forms page, click Create with AI. A window opens where you describe the form.

2. (Optional) Start from an existing form

The Start from dropdown lets you base the new form on one you already have:

• A blank form (start from scratch) — the default. Describe the whole form.
• Pick an existing form — AI starts from that form and applies the changes you describe, then opens it as a new draft. Your original form is never touched.

Tip

Starting from a similar form is the fastest way to make a variation — e.g. pick your standard new-patient intake, then say “the same but remove the insurance section and add an emergency contact.”

3. Describe the form

Type what the form should collect — in normal language. Be specific about the fields you want. For example:

New patient intake form with first name, last name, date of birth, address, cell phone, email, insurance details, medical history (allergies and medications), and a signature.

Dictate instead of typing

Click the microphone to dictate your description out loud — the words appear in the box as you speak. Click it again to stop, then edit if needed.

Voice works in Chrome or Edge

The microphone uses your browser’s built-in speech recognition, which is available in Chrome and Edge. In other browsers (including Brave, Firefox, and Safari) the mic is unavailable or fails — just type your description instead.

4. Generate, then review in the builder

Click Generate. In a few seconds the draft opens in the form builder. From here it’s a normal form:

• Add, remove, and rearrange fields.
• Set required fields, options, and conditional visibility rules.
• Map fields to Open Dental — common patient fields (name, date of birth, phone, email, address) are mapped automatically; set the rest yourself.

Teamio may show a short note if it adjusted anything while building (for example, simplifying a field it wasn’t sure about) — give the draft a quick once-over.

5. Name it and save

The form is not saved yet. Give it a Form Name and Form Type, make any edits, and click Save Form. Until you do, nothing is stored.

Tips & common questions

• It made too much or too little. Just edit it in the builder, or tweak your description and generate again — you’re always reviewing a draft, never overwriting a live form.
• I want to change a form I already have. Use Editing a form with AI instead — it edits in place and shows you exactly what will change before applying.
• The fields aren’t mapped to Open Dental. Only standard patient fields map automatically. Map the rest in Configuring a control.

Related

• Creating a form — building a form by hand.
• Editing a form with AI — change an existing form by describing it.
• Form controls reference — every field type.