How to Pin Forms in Client Card

In this article, you will learn how to pin forms in the client card and highlight important documents for quick and easy access.

Step 1: Navigate to the Client Card 

Start by logging in to your Pabau account using your login credentials. Then, navigate to the search bar at the top of the page to search for a client. Type at least three letters for the client to appear. 

Step 2: Switch to the Forms Tab

Once you’re in the client card, navigate to the Charts/EMR section. From there, choose either the Forms or Treatment Notes tab, depending on which type of form you want to pin.

Step 3: Locate the Form 

Locate the form you want to pin in the client card, then click on the three dots at the far right side of the form and select ''Pin''.

Step 4: Pin the Form 

Once you select "Pin," the form will be highlighted at the top and will remain easily visible for quick access.

Now that you've learned how to pin forms, you can easily access your most important forms at the top of the list, streamlining your workflow and saving you time during client visits.