--- title: How to Create a Treatment Form description: In this article, we'll guide you through the process of creating a treatment form. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-create-treatment-form#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Clients](https://support.pabau.com/en/pabau2/clients?hsLang=en) 3. [EMR - Forms](https://support.pabau.com/en/pabau2/clients?hsLang=en#emr-forms) # How to Create a Treatment Form ## In this article, we'll guide you through the process of creating a treatment form. #### **Step 1: Navigate to Medical Forms** Start by [logging into your Pabau account](https://app.pabau.com/). Once you're in, locate the [Setup](https://app.pabau.com/setup) section at your screen's left bottom corner. Within the Setup menu, click on [Forms](https://app.pabau.com/setup/medical-forms) under Clinical. #### ![image-png-May-18-2026-10-02-45-5012-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-18-2026-10-02-45-5012-AM.png?width=670&height=396&name=image-png-May-18-2026-10-02-45-5012-AM.png) **Step 2: Create a Treatment Form** Click on the **"Create Form"** button at the top right corner to get started.  ![image-png-May-18-2026-10-16-32-5703-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-18-2026-10-16-32-5703-AM.png?width=670&height=171&name=image-png-May-18-2026-10-16-32-5703-AM.png) You can choose to [use AI to create your form template](https://support.pabau.com/en/pabau2/how-to-generate-a-smart-form-using-ai?hsLang=en), 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."** **![image-png-May-18-2026-10-17-20-2750-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-18-2026-10-17-20-2750-AM.png?width=537&height=517&name=image-png-May-18-2026-10-17-20-2750-AM.png)** #### **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."** ![How to Create a Treatment Form\_2](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Create%20a%20Treatment%20Form_2.png?width=228&height=414&name=How%20to%20Create%20a%20Treatment%20Form_2.png) You can assign a name to the treatment note at the first field.  ![](https://support.pabau.com/hs-fs/hubfs/image-png-May-18-2026-12-02-14-6485-PM.png?width=201&height=398&name=image-png-May-18-2026-12-02-14-6485-PM.png) #### 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. ![image-png-May-18-2026-10-38-43-8657-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-18-2026-10-38-43-8657-AM.png?width=254&height=634&name=image-png-May-18-2026-10-38-43-8657-AM.png) 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. ![](https://support.pabau.com/hs-fs/hubfs/image-png-May-18-2026-12-06-26-5323-PM.png?width=462&height=247&name=image-png-May-18-2026-12-06-26-5323-PM.png) 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.  ![](https://support.pabau.com/hs-fs/hubfs/image-png-May-18-2026-12-07-27-5502-PM.png?width=486&height=493&name=image-png-May-18-2026-12-07-27-5502-PM.png) #### Step 5: Save Changes Click on **"Save component"** to add the diagram to the form. ![How to Create a Treatment Form\_3](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Create%20a%20Treatment%20Form_3.webp?width=330&height=486&name=How%20to%20Create%20a%20Treatment%20Form_3.webp) When all components are set up, click **Save Form** in the top right corner to save the full form template. ![image-png-May-18-2026-11-28-46-3497-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-18-2026-11-28-46-3497-AM.png?width=320&height=59&name=image-png-May-18-2026-11-28-46-3497-AM.png) **NOTE:** We suggest checking out our [Medical Forms](https://support.pabau.com/en/pabau2/medical-forms?hsLang=en) article for more information on medical forms. --- For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), refer to related articles below, select additional guides, or use the search bar at the top of the page. 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