Table of Contents:
1. How to Create a Medical History Questionnaire/Intake Form
2. What to Include in a Medical History Questionnaire/Intake Form
How to Create a Medical History Questionnaire/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 Forms under Clinical.
Step 2: Create a Medical Form
Click on the "Create Form" button at the top right corner to get started.
You can choose to use AI to create your form template, use any other pre-created templates or start from scratch with a blank template. In this case, select the first option which is "Blank Template."
Step 3: Complete General Tab Details
Proceed to choose the appropriate form type from the following options. In this case, select "Intake Form."
In the General menu on the left, you can assign a name to the form and select which services it should apply to.
If you set this as your default form, you don't need to select any services — it will automatically be sent to clients when they book any service. The "Request to be completed prior to appointment" toggle will also be enabled automatically and cannot be changed when a form is set as default.
Step 4: Complete Components Tab
Click to expand the Components tab 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.
You can add components to your template by using the drag and drop feature.
Then, proceed to compose the questions or the text by clicking the pen icon that appears when hovering over the components on the far right side.
After adding the text, click the "Save component" button to finalize.
Step 5: Show Advanced Settings
Proceed to configure the advanced settings in the component of the medical form templates if needed.
You will see three options available under Advanced Settings:
Input Type
Select the format that matches the type of information you want to collect in this field:
| Input Type | Use For |
|---|---|
| Text | General written answers, names, notes |
| Email address format | |
| Number | Numerical values only |
| Date | Date picker input |
| Phone | Phone number format |
| URL | Website links |
Linked Field
The Linked field setting connects this component to an existing field in the client's record. When a linked field is set, the answer submitted in the form will automatically populate the corresponding field in Pabau — saving your team from manually transferring information.
Click the Select Field dropdown, choose the relevant field from the list, and click + Add if you need to link to more than one field.
Default Value
The Default value setting pre-fills the field with a value when the form loads. You can use merge tags here to pull in dynamic data automatically — for example, entering [APPOINTMENTNAME] will populate the field with the name of the linked appointment.
NOTE: Using merge tags in the Default value field reduces the amount of information clients need to fill in manually.
Step 7: Save Your Changes
Once you have finished configuring the component, click Save component to apply your changes.
When all components are set up, click Save Form in the top right corner to save the full form template.
By following these steps, you can easily create an intake form/medical form questionnaire in Pabau.
NOTE: We suggest checking out our Medical Forms article for more information on medical forms.
What to Include in a Medical History Questionnaire
A medical history questionnaire typically collects personal details, health background, and consent information. Below are the recommended fields to include:
Personal Information
- First name
- Last name
- Date of birth
- Gender
- Address
- Phone number
- Email address
- Emergency contact name and number
Medical History
- Current medications
- Known allergies (medication, food, environmental)
- Existing medical conditions (e.g. diabetes, heart conditions, skin conditions)
- Previous surgeries or procedures
- Family medical history (where relevant)
Lifestyle
- Smoking status
- Alcohol consumption
- Pregnancy or breastfeeding status
Treatment-Specific Questions
- Areas of concern or reason for visit
- Previous aesthetic or medical treatments
- Any reactions or complications from past treatments
Consent & Declaration
- Confirmation that the information provided is accurate
- Consent to treatment
- GDPR / data processing consent
NOTE: Not all fields will be relevant to every clinic. You can customize the form to include only the sections that apply to your treatments and services.
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.