Start with the source data the team already trusts: appointment exports, clinic front-desk spreadsheets, patient intake responses, branch rosters, and internal patient systems. Upload a representative CSV, XLSX, JSON, or TXT schema, then map those headers to reviewed PDF fields before anyone treats the template as production-ready.
Keep patient identity, visit details, symptoms, allergy, consent-status, and branch fields separate. That lets staff review sensitive or incomplete fields before the final PDF is generated.
- patient_name, age, date_of_birth, phone_number, emergency_contact
- clinic_branch, appointment_date, doctor_name, visit_type, token_number
- symptoms, allergies, current_medications, payer_type
- consent_status, declaration_checked, front_desk_reviewer