How to Create a Medical History Questionnaire

This article will guide you through the process of creating a medical history questionnaire/patient intake form.

Step 1: Navigate to Medical Forms

Start by logging into your Pabau account. Once you're in, locate the Setup section at your screen's left bottom corner. Within the Setup menu, click on Medical form templates under Clinical.

Step 2: Create a Medical Form

Click on the "Create Form" button and choose between two options: either select from the template store or start with a blank template.

Step 3: Choose a Form

Choose the appropriate form type from the following options:

Step 4: Customize the Form

In the General menu on the left-hand side, you can assign a name to the form.

Navigate to the Components menu to customize the form's appearance using various components, such as text fields, multiple or single-choice questions, and dropdown menus, depending on your needs.

After a client fills out the form, you can locate the form in the "Chart" or "EMR" section of their client card, under "Forms".

NOTE: We suggest checking out our Medical Forms article for more information on medical forms.

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.