Custom Form AI Builder

Medaius's Custom Form AI transforms clinical questionnaire authoring from a tedious manual task into an effortless, conversational workflow. Rather than manually configuring dozens of form fields, validation constraints, and dropdown choices, clinicians and administrators can describe their clinical requirements in plain language—allowing the AI engine to generate compliant, structured JSON schemas and immediate interactive previews in seconds.

1. The 3-Pane AI Form Workspace

To launch the AI form generator, navigate to Custom Forms from the main navigation sidebar, click + New Form, and select the JSON tab in the top header:

The AI workspace organizes the creation workflow into three synchronized panes:

1. AI Form Prompt Sidebar (Left): Natural language prompt console where you specify clinical goals, required symptom checks, scoring algorithms, and questionnaire scope.
2. JSON Source Editor (Middle): Displays the active schema definition in real time. Features syntax highlighting, line numbering, schema validation, and direct manual overrides.
3. Live Interactive Preview (Right): An immediate real-time rendering of the generated form. You can test inputs, verify radio button groups, check validation behavior, and inspect responsive layouts before saving.

2. Generating Clinical Forms with Natural Language

To generate a new clinical questionnaire, describe your requirements in the AI Form Creator input field:

Create pediatric asthma intake assessment form with cough duration, night awakenings, asthma severity, and inhaler prescription

Click ✨ Generate. The Medaius AI model parses clinical intent, constructs field identifiers, selects optimal input components (select, radio, rating, date, calculated), and synthesizes choices:

What the AI Automatically Configures:

• Intelligent Field Typing: Automatically selects radio for single-choice severity ratings, checkbox_group for multi-symptom checklists, and number for age or dosage inputs.
• Normalized Field Keys: Generates standardized snake_case identifiers (e.g., cough_duration, night_awakenings, inhaler_type) compliant with clinical reporting registries.
• Clinical Terminology: Populates standardized dropdown options adhering to medical practice guidelines.
• Validation Constraints: Sets appropriate mandatory flags (required: true) on essential diagnostic questions.

3. Iterative In-Place Refinement

Medaius Custom Form AI is context-aware. When a form schema is already loaded in the editor, subsequent prompts do not overwrite your progress—they refine and expand the existing structure in-place.

Example Iteration Workflow:

1. Initial Prompt:

   "Create an adult depression screening questionnaire with PHQ-9 scoring."

2. Refinement Prompt:

   "Add a follow-up suicide risk escalation section with emergency crisis hotline information if question 9 is answered positively."

3. Outcome: The AI adds the conditional crisis warning and additional confirmation fields while preserving all existing PHQ-9 questions intact.

4. Automatic Draft Recovery & State Protection

Network drops or transient timeouts during complex prompt executions will never cause lost work:

• Server-Side Generation Persistence: The Medaius backend caches the last generated form schema.
• Recover Last Generation Button: If a network interruption occurs during generation, click Recover Last Form in the editor toolbar. The system immediately retrieves and mounts the server-cached draft into your editor without charging additional AI quota.

5. Seamless Transition to the Visual Builder

Once the AI generates the initial questions, you can fine-tune question ordering, add custom brand logos, or configure advanced branching logic in the Visual Builder:

1. Click the Designer tab in the top header.
2. Review each question card, adjust drag-and-drop hierarchy, and refine helper tooltip text.
3. Set up multi-condition Skip Logic and formula calculations.
4. Click Publish to make the form available across patient encounters, public booking portals, or the Form Inbox.

[!WARNING] Mandatory Clinical Review: AI-generated forms serve as an accelerated drafting tool. Clinic medical directors and documentation specialists must always review generated questions, clinical validity, and required field rules before deploying templates to live clinical practice.

6. Summary of Navigation & Shortcuts