- Access:
- Clinical records at Manage, set by role in Settings → Roles
Step by step
- Check every detected field, fix what is wrong, then create the template.
Tips
- The document is read by Corella’s AI service — the upload screen says where it runs. Upload a BLANK form — only the questions are needed.
- Reading a paper form is an AI feature, so it is offered only when your practice has switched AI on (Settings → Modules → AI assistance).
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
