---
title: How to Use Charts in Forms
description: Using charts in forms is useful for visually representing what was done during a procedure or for informing clients about what to expect during treatment.
---

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# How to Use Charts in Forms

## Using charts in forms is useful for visually representing what was done during a procedure or for informing clients about what to expect during treatment.

With Pabau charting feature, you can integrate charts directly into medical forms, enabling practitioners to document treatments more effectively and provide a clearer picture to clients. Whether it’s marking specific treatment areas or plotting injectables, this feature helps improve accuracy and client understanding.

#### Step 1: Accessing Forms

[Log into your Pabau account,](https://app.pabau.com/) navigate to [Setup](https://app.pabau.com/setup), and click on ["Forms"](https://app.pabau.com/setup/medical-forms) under Clinical. 

![Screenshot - 2026-10-15T124928.129](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-15T124928.129.png?width=670&height=298&name=Screenshot%20-%202026-10-15T124928.129.png)

**NOTE:** If you need guidance on creating a form, refer to [this article](https://support.pabau.com/en/pabau2/medical-forms?hsLang=en#how-to-create-a-medical-form).

#### Step 2: Inserting the Drawing Component

Inside the form editor, locate the Drawing component from the list on the left-side menu. Drag and drop it into your form design builder.

![Screenshot - 2026-10-16T151558.205](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T151558.205.png?width=646&height=415&name=Screenshot%20-%202026-10-16T151558.205.png)

#### Step 3: Editing the Drawing Component

Click on the drawing component to open its settings on the right side of the screen.

Enter a title, then navigate to the Diagram tab to select a chart from your system that corresponds to the form you are creating.

Toggle any of the  "Enable Drawing" and "Enable Plotting" options, then click "Save Component" when finished.

![Screenshot - 2026-10-16T151630.353](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T151630.353.png?width=333&height=488&name=Screenshot%20-%202026-10-16T151630.353.png)

#### Step 4: Saving the Form

Once you have selected a chart for the form, click on the "Save Form" button in the upper-right corner of the page.

#### Step 5: Using Charts Inside Forms

Once the form is created with a chart inside, access it while filling in a treatment note. Open a client’s card, select the relevant treatment note, and choose the form you created with the chart. The chart will be displayed within the form.

![Screenshot - 2026-10-16T151836.710](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T151836.710.png?width=670&height=316&name=Screenshot%20-%202026-10-16T151836.710.png)

Clicking the ''Edit chart'' button will redirect you to the drawing area, where you can annotate and adjust the chart by clicking on different body areas. Inside the drawing tool, you can modify the Draw Mode, select the injectables you want to display, change the brush color, and adjust brush sizes

![Screenshot - 2026-10-16T152010.994](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T152010.994.png?width=670&height=401&name=Screenshot%20-%202026-10-16T152010.994.png)

This feature is essential for visually presenting treatment plans, ensuring clear client understanding while enhancing documentation accuracy and treatment tracking.

By integrating charts into forms, you create a more transparent, professional, and organized experience for both practitioners and clients.

---

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