How to Create and Manage E-Paper Forms 

Step 1: Navigate to Forms

Start by logging into your Pabau account using your login credentials. Then, navigate to the Setup button, located at the bottom of the left sidebar menu, to access the Setup page. Find the "Forms" tab located under the "Clinical" section.

Step 2: Create a New Form

On this page, you’ll see a list of all your existing forms. To create a new E-Paper form, click “Create Form” in the top-right corner of the screen.

Step 3: Select Form Type 

On the left-hand side, you’ll see all available options for the form.

• Form name - This is the internal name of your form. It helps your team identify and manage forms easily, so choose a name that reflects the purpose of the form (e.g. “Surgery Consent - E-Paper”).
• Which service should this form be used for? - Link the form to a specific service. This ensures that the form will be automatically prompted when that service is booked, helping you stay compliant and collect the right information at the right time.
• Form Type - Choose “E-Paper” as the form type to enable image-based forms.

Step 4: Upload Your E-Paper Form Images

Scroll down on the left-hand side to the "Upload a File" section, then click the "Upload Images" button. You’ll be prompted to select the images you want to upload from your device.

Step 5: Reorder Images

After uploading, you can preview all images in the center of the screen. To reorder them, simply drag and drop the images using the burger menu icon next to each image. This lets you arrange the pages in the exact order you want before saving your form.

Step 6: Save Form

Once you’ve uploaded and arranged all your images, scroll to the top right corner and click the Save Form button. This will save your ePaper form with all the uploaded pages in the order you set.

You can now use this form within your practice as needed. To preview how the form will look, navigate to the "Preview" button after saving the form.

If you need to make changes later, simply come back to the form list, find your ePaper form, and click to edit it anytime.

Step 7: Navigate to the Client Card

Use the search bar at the top of the screen to find and open the client card.

Step 8: Click the Create Button

Click the blue plus (+) button located in the bottom right corner of the screen. This will open a menu of actions. Select “Treatment Note” to see all forms you’ve created. Find and select the ePaper form you want to use.

Step 9: Fill Out the ePaper Form

The ePaper form will open. Use the draw tool in the top right corner to write the required information. When finished, be sure to click the Save Form button to save the completed form to the client card.

The saved form will then appear under Chart/EMR in the Treatment Notes sub-tab.