Advanced documents (designated with a blue "Advanced" tag in the Document builder), will be retired as of July 31, 2025. Advanced documents were HappyDoc's original AI-generated medical record format but have been replaced with our new, fields-based approach since September, 2024.
If you haven't already done so, you can create a new, custom document in our Document Builder with full customization capability!
Field names
Custom instructions
Custom fields
Hide/show titles and output to format as desired
Bold field names
Determine whether to specify a "normal" value
Determine how to handle a field or topic that didn't come up during the visit
Start from HappyDoc's templates
and more
You can read more about the Document Builder in these Help articles:
Custom Fields (available by request)
Remember, you can always reach Support via the in-app chat!
If you'd like to schedule dedicated time with your Customer Success Manager, please book time here: https://calendly.com/chelsea-uu3o/30min?back=1