Sometimes, you may need to create a form that closely resembles an existing one. Rather than starting from scratch, it's more convenient to clone the existing form and then make necessary edits. Here's a guide on how to clone a medical form in Pabau:
Step 1: Navigate to Medical Form Templates
Log into your Pabau account and navigate to Setup, then click on "Forms" under Clinical.
Step 2: Clone the Desired Form
Locate the medical form you want to clone. After that, click the three-dot button on the far right of the form and select "Clone".
Step 3: Edit the Cloned Form
The cloned form will be opened, allowing you to make changes. The process is similar to creating a new medical form.
When satisfied with the modifications, click on "Save Form" in the top right corner to finalize.
NOTE: Remember to rename the cloned form. All cloned forms are named "Copy Of + the name of the form you cloned."
NOTE: In addition, we suggest reading our Medical Forms article for a more in-depth exploration of this topic.
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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.