Editing a form with AI

Open any form in the builder and describe a change in plain English — “remove the insurance section,” “add an emergency contact,” “make Date of Birth required.” Teamio shows you a clear preview of exactly what will change, and nothing happens until you click Apply.

Availability, prerequisites & permissions

Edit with AI isn’t available to every practice yet. If the Edit with AI button in the builder 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: open a form in the builder (Create or Edit a form) → Edit with AI in the top bar

1. Describe the change

Click Edit with AI and type what you want to change. You can ask for several things at once:

Remove the insurance section, add an emergency contact name and phone, and make Date of Birth required.

Click Propose changes.

2. Review the preview

Teamio shows a summary grouped so you can see at a glance what it’s about to do:

• Added — new fields and sections.
• Removed — fields or sections it will take out.
• Changed — fields it will update (e.g. now required).
• Heads up — anything worth a second look (see below).

Nothing has changed yet. Click Apply changes to apply them to the form, or Discard to throw them away and try a different instruction.

3. Save when you’re happy

Applying the changes updates the form in the builder — it’s still not saved. Review it, make any manual tweaks, and click Save when you’re ready.

It protects what you’ve already built

Editing with AI is designed so an AI change can never quietly break a form you built by hand:

• Your existing fields stay put. Fields you didn’t ask to change keep their settings, their required rules, and their Open Dental mappings exactly as they were. Already-collected patient submissions stay linked to the right fields.
• Conditional logic is kept consistent. If a field’s visibility depends on another field (e.g. “show smoking details only when Smokes = Yes”), Teamio updates those links automatically when you rename a field — and warns you if a change would affect them.

Watch the “Heads up” items

When you remove a field that another field’s visibility rule depends on, Teamio tells you in the preview — for example, “Removing ‘Do you smoke?’ cleared visibility conditions on: Smoking details.” It cleans up the now-broken rule so the form still works. If that’s not what you intended, click Discard and rephrase.

Tips & common questions

• It changed more than I expected. That’s exactly why the preview exists — read it, and Discard if it’s not right. A removal can sensibly cascade (removing a question may also remove a follow-up field that only existed for it).
• I want to start a brand-new form instead. Use Creating a form with AI.
• Can I undo after applying? Applied changes live in the builder but aren’t saved until you click Save — so if something’s off, leave without saving, or reload the form to get the last saved version back.

Related

• Editing a form — editing by hand.
• Creating a form with AI — build a new form from a description.
• Configuring a control — required fields, options, and visibility rules.