--- title: How to Send a Medical Form from the Client Card description: Sending medical forms directly from the client card is a straightforward process. Follow these steps to request and collect medical information. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-send-a-medical-form-from-the-client-card#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. [Clinical](https://support.pabau.com/en/pabau2/clinical?hsLang=en) 3. [Medical Forms](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-forms) # How to Send a Medical Form from the Client Card ## Sending medical forms directly from the client card is a straightforward process. Follow these steps to request and collect medical information. #### Step 1: Locate the Client Begin by searching for the client you wish to send a medical form. Utilize the search bar located at the top of the screen for quick access. ![Screenshot - 2026-10-16T122247.795](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T122247.795.png?width=532&height=373&name=Screenshot%20-%202026-10-16T122247.795.png) #### Step 2: Access Email Communication Once you've located the client, click on the blue plus sign button in the bottom right corner of the client card. From the menu that appears, choose "Communication" and then select "Email." Note that this option is available only for clients for whom you have an email address. ![Screenshot - 2026-10-16T122407.112](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T122407.112.png?width=652&height=274&name=Screenshot%20-%202026-10-16T122407.112.png)  In the email writing interface, add a subject and any relevant text. To include a link to a medical form, click **Merge tags** at the bottom of the email window (or the **#** icon in the toolbar).  ![Screenshot - 2026-10-16T122754.318](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T122754.318.png?width=670&height=278&name=Screenshot%20-%202026-10-16T122754.318.png) The **Merge Tags** panel will open. Select the **Form** category on the left, then search for the form you want or scroll through the list. Each card shows a description of the personal link the client will receive. Click the card (or the **+** icon) to insert the form tag at the cursor in your email.  ![Screenshot - 2026-10-16T122827.906](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T122827.906.png?width=630&height=344&name=Screenshot%20-%202026-10-16T122827.906.png) When the email is sent, the tag is replaced with a personal link where the client can complete the form online.  In the email, you can also add additional merge tags, such as client name, appointment details, and business details such as name, location, and photo number.    #### Step 4: Generate Merge Tag The selected form will generate a merge tag in the body of the text. When the client receives the email, they will see a link that redirects them to Pabau Connect. Once logged into their account, clients can view and fill out the medical form as necessary. ![image-png-May-23-2025-09-02-09-4709-AM](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/image-png-May-23-2025-09-02-09-4709-AM.webp?width=542&height=391&name=image-png-May-23-2025-09-02-09-4709-AM.webp) By following these steps, you can request and gather essential medical information from clients by sending medical forms directly from the client card. This process enhances communication and ensures that clients can conveniently complete forms through Pabau Connect. **NOTE:** In addition, we suggest reading our [Medical Forms](https://support.pabau.com/en/pabau2/medical-forms?hsLang=en) article for a more in-depth exploration of this topic. ---  Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. 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