What's New on Embodia: June 2026
By: Embodia Team ∙ Estimated reading time: 5 minutes

Aggregate insights and zero-rebuild documents have entered the chat

You already know your patients. You have clinical tools you trust, outcomes you track, and workflows that work. What you haven't always had is a clear view of the bigger picture, or a fast path to getting your existing practice into Embodia without rebuilding it from the ground up.

This month's features releases are about to solve both of those gaps in your clinical toolkit - and might just blow your socks off.

New this month:

1. Questionnaire Analytics: See how your entire caseload is responding, not just individual patients.
2. AI DocBuilder: Bring your existing PDFs into Embodia in minutes, not hours.

Let's review both in detail!

 

Questions or feedback about the new features? Email us at support@embodiaapp.com 

Questionnaire Analytics

You send the same outcome measure or satisfaction survey to patient after patient. Someone completes it, you review their score, you move on. But at the end of a busy month, you have no real sense of how your caseload, as a whole, is doing. Are most patients completing it? Which questions are patients consistently rating high or low? Is the pattern you are seeing with one patient showing up across your whole practice?

To answer those questions, you would have had to open every patient profile individually. Most practitioners don't do that, not because they don't care, but because there was no efficient way to.

Questionnaire Analytics gives you that view without the manual work.

What it means for your practice

Instead of a series of isolated data points, you get a full picture. You can see where patients are struggling consistently. You can identify which questionnaires have low completion rates and follow up before they become gaps in the record. 

It's the difference between knowing how one patient is doing and knowing how your practice is doing.

If you are a clinic manager, you have the option to look at one practitioner at a time, rather than trying to make sense of the whole clinic at once.

What you can see

The Questionnaire Analytics page for any questionnaire shows three summary figures at a glance:

• Total count: How many times the questionnaire has been shared
• Completed count: How many times it was fully completed
• Completion rate: The percentage of questionnaire shares that were completed

Below those figures, each question is listed individually with the number of patients who selected each possible response. Simple aggregate data across your entire patient population for that form.

Clicking View responses on any question shows a detailed breakdown: every patient who answered, the date they responded, and the specific answer they gave. From there, you can click through directly to any individual patient record.

How to access questionnaire analytics

1. Go to HEP in the main navigation and select Questionnaires
2. Click on the questionnaire you want to review
3. Scroll to the bottom of the questionnaire page and click Analytics

For screenshots and further detail, read the full guide: Viewing aggregate questionnaire data in Embodia →

Viewing individual patient responses

If you want to review questionnaire history for a specific patient, that is available directly from their profile. Under Progress, select Questionnaires to see everything shared with that patient — completion status, scores, and a score history chart showing trends over their course of treatment.

Read the guide: Viewing individual patient questionnaire responses →

 

 

AI DocBuilder

You have spent years building your clinical tools. Your intake forms are refined. Your outcome measures are the ones you trust. Your charting templates reflect how you actually think through a case. That didn't happen overnight.

We get it, having to rebuild everything takes time and energy you don't necessarily have a surplus of. 

AI DocBuilder is our answer to that. Upload your existing PDFs and Embodia builds the digital versions for you. Your tools carry over. You are ready to see patients without starting from zero.

What it does

Upload a PDF (a questionnaire, an intake form, a charting template) and Embodia builds the digital version, ready to use immediately. No manual recreation. No reformatting. No setup overhead.

Right now, AI DocBuilder supports:

• Questionnaires: Upload any PDF intake form, outcome measure, or custom assessment and Embodia builds the digital questionnaire, ready to assign to patients
  
  
• Charts: Upload a PDF charting template and Embodia builds the chart structure, ready to use in patient records

Who this is for

If you are new to Embodia, switching from another system or going digital for the first time, AI DocBuilder means the tools you have spent years refining come with you. You're not starting over. You're starting with everything you already have.

If you're already set up on Embodia, this is useful any time something new comes along, such as a validated outcome measure you want to add, a standardized template a colleague shares, a paper form you have been meaning to digitize. Upload it and it'll be ready. If you've got a form or outcome measure to add, we've got you.

 

Availability: AI DocBuilder is available onTier 3 Practice Management memberships. Your first 50 pages are included at no cost — after that, additional pages are $0.10 per page.

How to use AI DocBuilder

It's simple. Go to HEP > Questionnaires and click Add questionnaire as you normally would. Then, select a PDF on your device.

Similarly, for chart items, go to Charting > Chart settings > Chart items and click New chart item. Then, select a PDF on your device.

Read the guide for more details as well as helpful tips for using this feature:
AI DocBuilder: Building fillable forms and chart templates from existing PDFs →

 

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