--- title: How to Use Input Types in Medical Forms description: In this article, we’ll guide you through selecting and using input types when building or editing medical forms in Pabau. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-use-input-types-in-medical-forms#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 Components & Fields](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-forms-components-fields) # How to Use Input Types in Medical Forms ## In this article, we’ll guide you through selecting and using input types when building or editing medical forms in Pabau. Choosing the correct input type ensures you're collecting the appropriate data from clients in a clear, structured, and consistent way. **NOTE:** If you're new to creating medical forms in Pabau, we recommend reviewing the [Medical Forms](https://support.pabau.com/en/pabau2/medical-forms?hsLang=en) article first. It explains how to create a form from scratch, access existing forms, and manage your treatment form setup. #### **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. ![Screenshot - 2026-10-21T121501.057](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Screenshot%20-%202026-10-21T121501.057.png?width=669&height=303&name=Screenshot%20-%202026-10-21T121501.057.png) #### **Step 2: Configure Form Components** In the form builder, you’ll use **components** to capture information: - To **add a new component**, look at the panel on the left — this lists all available component types like Text, Date, Number, Dropdown, Checkbox, and Long Text. - Simply **drag a component** from the left panel into your form canvas on the right. - To **edit an existing component**, hover over it in the form canvas and click the pencil (edit) icon to open its settings, including the input type.          ![Screenshot - 2026-10-21T124421.793](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-21T124421.793.png?width=238&height=404&name=Screenshot%20-%202026-10-21T124421.793.png)![Screenshot - 2026-10-21T124445.959](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-21T124445.959.png?width=367&height=419&name=Screenshot%20-%202026-10-21T124445.959.png)   #### **Step 3: Choose the Appropriate Input Type** Selecting the right component ensures accurate and usable data. Here’s a breakdown of component types and when to use each: - **Text** For single‑line text entries such as: first name, city, postcode, or short notes. - **Date** For collecting dates like date of birth, follow‑up appointments, or surgery dates — includes a built‑in date picker. - **Number** For numeric data such as age, weight, height, blood pressure, or other measurements. - **Dropdown** For providing a preset list of options where only one answer is allowed (e.g., selecting a medical condition or department). - **Single choice** For mutually exclusive choices, commonly used for yes/no questions or selecting one option from a few. - **Checkbox** For cases where multiple options may apply, such as selecting symptoms or interests in services. - **Long Text** For extended responses, such as descriptions of medical history, symptoms, or any detailed notes. ### **Best Practices** Following these guidelines will help you design medical forms that are easy to complete and provide accurate, consistent information. - **Always match the input type to the information you need to collect.** For example, use a **Date** component for dates like birth dates or appointment follow-ups instead of a free-text field. This ensures data is entered in a consistent format, making it easier to process and reducing errors caused by manual input. - **Use structured components such as Date, Number, Dropdown, and Single Choice wherever possible.** These input types limit the answers clients can provide to valid options, helping standardise responses and minimise mistakes. Structured inputs also speed up form completion and improve data quality for reporting and analysis. - **Reserve Long Text fields for situations where detailed, open-ended answers are necessary.** Use these only when clients need to describe symptoms, medical history, or other complex information that cannot be captured by predefined options. Overusing long text can make forms harder to complete and data more difficult to analyse. - **Keep your form layout clear, logical, and organised.** A well-structured form is easier for clients to understand and complete, especially on mobile devices. It also helps your team quickly review and utilise the collected information without confusion. #### **Step 4: Save Your Form** After adding and configuring your components, take a moment to review your form in the preview pane to ensure everything appears as expected. ![Screenshot - 2026-10-21T124657.575](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-21T124657.575.png?width=581&height=158&name=Screenshot%20-%202026-10-21T124657.575.png) Once you’re satisfied with the layout and settings, click ''**Save Form''** to apply your changes and finalise the form. By following these steps, you’ll be able to create medical forms that collect the right information in the correct format, improving data accuracy and making the form easier for clients to complete. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. 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