How to Clone a Medical Form

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.

Step 1: Navigate to Medical Form Templates

Log into your Pabau account and navigate to Setup, then click on "Medical Form Templates" under Clinical.

Step 2: Clone the Desired Form

Hover over the medical form you want to clone. This will reveal the three-dot button on the far right of the form. Click on it 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: You can also learn about this topic by watching a lesson on Pabau Academy.

In addition, we suggest reading our Medical Forms article for a more in-depth exploration of this topic.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.