Note: We are releasing Forms gradually, it will appear on your account over the next few days.
🚀 How to access Form Filling
Click "Create a Template" and choose "Fill a PDF Form".
Make sure your PDF is well-structured for the best results - see instructions belowName your template and click Save.
Open any session, click "Create Document", and select your saved PDF template.
Heidi will automatically fill out the form and download it to your computer.
👋 Formatting
To ensure your PDF form works seamlessly with our autofill system, please follow these formatting guidelines when preparing your PDF template:
Use Fillable PDF Fields
Your PDF must contain properly structured fillable fields. These are required for Heidi to detect and populate the form. If no fillable fields are found during template creation, an error will occur.Use Clear, Informative Field Names
Each field should have a descriptive name that reflects its purpose.
✅ Examples:patient_name,dob,referral_reason
❌ Avoid:Text1,Field_2, etc.Add Field Descriptions with Instructions
Use the description field to provide helpful context or formatting guidance.
Examples:"Enter full legal name"
"Use DD/MM/YYYY format"
These instructions help Heidi fill the form accurately.
Match the Field Type to Its Purpose
Ensure each field uses the correct input type:
Dates → Date fieldsFree text → Text fields
Multiple options → Checkboxes
Single selection → Radio buttons
Set Word or Character Limits
For each field, you can set a word limit, a character limit, or both to prevent text overflowInclude Conditional Logic (If Needed)
If certain fields should only be filled based on earlier answers (e.g., show “Section B” only if “Yes” is selected in “Section A”), be sure to define that logic clearly.
This setup only needs to be done once using any standard PDF editor (e.g., Adobe Acrobat, PDF-XChange Editor, pdfFiller etc.)
📬 Need help?
Reach out to theo@heidihealth.com or support@heidihealth.com - we’re happy to assist