How to Set Up a Medical Form Questionnaire

This article covers how you can create a medical form questionnaire, how you can set it to be the default form, how to connect it with client notifications, and how it interacts with the client card.

Step 1: Navigate to Setup

Start by logging in to your Pabau account using your login credentials. Then, navigate to Setup and find 'Medical Form Templates' under the Clinical section. 

Step 2: Create Medical Form Questionnaire

To create a medical form questionnaire, review this article that explains in details about the steps you can take.

Step 3: Link the Form With Services

When creating a medical form, expand the general tab to add any services in the "Which service should this form be used for?" block that this form should be linked to.

Step 4: Request to be Completed Prior to the Appointment

A very important step in this stage is to make sure the 'Request to be completed prior to appointment' toggle is enabled so the form is automatically sent when the client books the service that it's linked to.

Step 5: Set Form as Default

After creating the form, to set it as the default one, go to the medical forms page, find your form in the list, and click on the three dots on the far right side.

This action will reveal the option to set the form as default. 

Step 6: Navigate to the Client Card

Search for a client in the search bar to access a client card. When you set an Intake/Medical History Questionnaire form as default, you will be able to send this form directly from the client card to each client.

In the client card, navigate to the form icon at the top right corner of the page. If it shows an X, the client has not completed the form. If it shows a check mark, the form has been completed.

Send Request button - When selecting Send Request, the default intake form will be sent to the client's email address.

Complete button - When you select the Complete button, the default form will appear on your screen, allowing you to fill it out on behalf of the client. This is useful if the client is at your practice or if you are asking the questions directly.

Step 7: Switch to the EMR/Charts Tab

To review any forms the client has filled out, expand the EMR/Charts section and select the Forms tab.

Step 8: Navigate to Setup 

To include the form in appointment confirmation and reminder emails, navigate to Setup and expand the Communications tab located in the 'Marketing & Communications' section. This will reveal 'Client Notifications.' Select one of the notification types listed. 

Step 9: Include 'Complete Forms' Button

Make sure to tick the 'Add Complete Form Button' in the builder on the left side of the page. This allows your clients to easily access and complete their forms.

Click the Save button at the top right side of the page to save the changes. 

The client will receive this notification once they book an appointment, at which point they need to click the 'Complete forms' button. 

By following these steps, you can fully set up forms to be sent automatically and ensure easy access for your clients.