Create a form

Start a blank form when none of the form templates fit, or when you have your own wording. You build the form in the order the patient reads it, mixing blocks of text with questions.

Before you start

• You need to be the clinic owner. Forms live in clinic settings, which only owners can see.
• If you want to start from ready-made wording instead, see Use a form template.

Steps

1. From the account menu at the bottom of the sidebar, go to Clinic settings > Clinic > Forms.
2. Select Blank form.
3. Choose a Type: Consent form, Medical questionnaire or Aftercare form. You can’t change the type later.
4. Enter a Title, then select Create. The form builder opens with a draft ready to edit.
5. Under Form content, add blocks with Text and Question. Each add row sits between blocks, so you can insert a block anywhere. Use the arrows to move a block up or down.
   • A text block has a formatting bar for Bold, Italic, Heading, Subheading, Bulleted list and Numbered list.
   • For a question, enter what you’re asking, choose the answer type (Short text, Long text, Yes / No, Choose one, Number, Date or Time) and tick Required if the patient must answer. For Choose one, list the options separated by commas.
6. For a consent or aftercare form, enter the Acknowledgement statement the patient ticks. If you leave it blank, a standard statement is used.
7. Tick or untick Require a drawn signature. It’s ticked by default on consent forms and medical questionnaires, and unticked on aftercare forms.
8. Optionally, add Notes for the clinic (never shown to the patient), for example what the form covers or what the clinician must confirm first.
9. Select Save draft to keep working later, or Publish to make the form live.

What happens next

Once published, the form appears under Live forms with a Live badge and can be attached to appointment types, sent automatically or completed in clinic. Until then it shows as Draft and patients can’t receive it.

Good to know

• A consent or aftercare form can’t be published without wording, and a medical questionnaire can’t be published without at least one question.
• Any form can include questions. A consent form can carry a short medical-history section, for example.
• Patients’ answers are stored encrypted.
• Once a form is published, opening it shows a preview of how it appears to the patient. Your clinic notes appear only to staff, in a panel headed For the clinic, not the patient.
• To change a form after publishing, see Publishing forms and versions.