How to Create a Treatment 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 Treatment 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

In the General menu on the left-hand side, proceed to choose the appropriate form type from the following options. In this case, select "Treatment Form."

You can assign a name to the treatment note at the first field. 

Step 4: Configure 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.

Since this form is for treatments, it should include a diagram with enabled plotting and drawing capabilities. To add a diagram, locate the "Drawing" option in the "Other" section of the Components menu.

Upon selecting "Drawing," the Component settings will appear on the right side, allowing you to specify a name or question relevant to the diagram.

If you wish to be able to draw and plot on the diagram, make sure to toggle the "Enable drawing" and "Enable plotting" options. 

Step 5: Save Changes

Click on "Save component" to add the diagram to the form.

When all components are set up, click Save Form in the top right corner to save the full form template.