--- title: Medical Forms description: In this article, we'll cover key functionalities such as creating, editing, and sharing medical form templates in Pabau. --- [Skip to content](https://support.pabau.com/en/pabau2/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](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-forms) # Medical Forms ## In this article, we'll cover key functionalities such as creating, editing, and sharing medical form templates in Pabau. **Table of Contents:** [1. How to Create a Medical Form](https://support.pabau.com/en/pabau2/medical-forms#how-to-create-a-medical-form) [2. How to Edit a Medical Form](https://support.pabau.com/en/pabau2/medical-forms#how-to-edit-a-medical-form) [3. How to Delete a Medical Form](https://support.pabau.com/en/pabau2/medical-forms#how-to-delete-a-medical-form) [4. How to Use a Medical Form Template](https://support.pabau.com/en/pabau2/medical-forms#how-to-use-a-medical-form-template) [5. How to Clone a Medical Form](https://support.pabau.com/en/pabau2/medical-forms#how-to-clone-a-medical-form) [6. How to Set a Form to be Sent Before the Appointment](https://support.pabau.com/en/pabau2/medical-forms#how-to-send-medical-form-before-appointment) --- ### How to Create a Medical Form Handling your medical forms through Pabau has many benefits. For starters, no more clutter from all those paper forms, and you even get to save some money while doing it. Additionally, all of your client forms will be available to you from anywhere, at any time. Follow these instructions to create a medical form in your Pabau account: #### Step 1: Accessing Medical Form Templates [Log into your Pabau account](https://app.pabau.com)and navigate to [Setup](https://app.pabau.com/setup), then click on [Forms](https://app.pabau.com/setup/medical-forms)under ''Clinical''. ![Screenshot - 2026-10-16T094832.350](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T094832.350.png?width=670&height=302&name=Screenshot%20-%202026-10-16T094832.350.png) #### Step 2: Creating a Blank Template Click on "Create Form" in the top right corner and select "Blank Template." #### Step 3: **Choose the Form Type and Details**  Use the tabs at the top of the form builder to set up the basics of your form.  ![Screenshot - 2026-10-16T112006.347](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T112006.347.png?width=438&height=136&name=Screenshot%20-%202026-10-16T112006.347.png) **Type tab** Choose the form type that fits the purpose of your form: 1. **Medical History:** A reusable client health record. It gives a general overview of the client’s background and isn’t required for every appointment. 2. **Consent:** A signed treatment agreement that informs the client about their treatment, including potential risks. It’s highly recommended to have clients sign a consent form before each treatment. 3. **Treatment Form:** A staff-completed treatment note that summarizes the appointment. It may include details like batch numbers and dosage, particularly for injectables. 4. **ePaper:** Scan or upload a PDF to use as a form. 5. **Prescription:** Used by prescribers to prescribe medication. 6. **Lab Form:** Used to request tests from a lab, such as blood tests. 7. **Registration Form:** Captures new client details. 8. **Case Form:** Used for incident and case reporting. ![Screenshot - 2026-10-16T112215.257](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T112215.257.png?width=257&height=434&name=Screenshot%20-%202026-10-16T112215.257.png) **Details tab** Open the **Details** tab to set up the following: - **Form name:** Enter a descriptive name for your form. - **Which service should this form be used for?** Select the services linked to this form. You can search for a service, tick **Select all**, or expand a category to choose individual services. This connection is crucial for automation and ensures the form is preloaded on the client journey in the Pabau app. - **Request to be completed prior to appointment:** Turn this on if you want clients to complete the form before their appointment. - **Valid for a set number of days:** Turn this on to set how many days a completed form stays valid before the client needs to complete it again. ![Screenshot - 2026-10-16T112324.057](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T112324.057.png?width=208&height=412&name=Screenshot%20-%202026-10-16T112324.057.png) Once you've provided these details, you are ready to proceed with building the components of your medical form in the next steps. #### Step 4: Adding Components to the Form The "Components" section will become accessible after selecting a form type in the "General" section. In this section, you will find various building blocks or components that form the structure of your medical form. Drag the desired element from the list onto the center of the screen to add it to your form. The available components will vary based on the form type you selected. Each component comes with a brief description indicating its intended use. ![Screenshot - 2026-10-16T112517.914](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T112517.914.png?width=623&height=387&name=Screenshot%20-%202026-10-16T112517.914.png) Click on the added component in the center of the screen to edit it. This action will open a menu on the right side of your screen where you can modify the component, mark it as required, and delete it if necessary. ![Screenshot - 2026-10-16T112725.457](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T112725.457.png?width=269&height=543&name=Screenshot%20-%202026-10-16T112725.457.png) **NOTE:** By selecting **"Show advanced settings"** in the Component settings section, you have the option to establish a linked field, wherein the client's response to a question will be mirrored in the field specified under Linked field. Additionally, setting a "Default value" means that the answer to the question will be prepopulated based on the merge tag used in the Default value field.  For instance, incorporating the "Client Full Name" merge tag as a default value for the Short answer component will automatically populate that field with the client's name. When editing is complete, click on "Save component" to confirm your changes. #### Using the Matrix Component One of the available options is the **Matrix component**, which allows you to collect multiple related answers in a structured table format. Instead of adding several separate questions, the Matrix component lets you group them together under one label — making your form more concise and easier for patients to complete. This is especially useful when you want patients to respond to a list of items using the same set of answer options. For example, you can ask patients to rate different symptoms — such as pain, fatigue, and nausea — using the same scale: None, Mild, Moderate, or Severe. ![Screenshot - 2026-10-16T112856.483](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T112856.483.png?width=470&height=289&name=Screenshot%20-%202026-10-16T112856.483.png) The Matrix component is made up of two elements: **Rows** – the individual items or statements you want responses for (for example: Existing or recent illness, Hospitalisation or surgeries, Medications, Medication intolerance, Any known allergies) **Columns** – the answer options patients can choose from (for example: Yes, No, or a custom scale) ![matrix 5](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/matrix%205.png?width=310&height=382&name=matrix%205.png) When setting up a Matrix component, you can also choose the input type for the answer columns: **Text** – patients type a short response for each row **Paragraph** – patients enter a longer, multi-line response **Checkbox** – patients tick one or more options per row ![matrix 3](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/matrix%203.png?width=282&height=190&name=matrix%203.png) ![matrix 4](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/matrix%204.png?width=299&height=154&name=matrix%204.png) To configure the Matrix, add your questions one by one using the “+ Add question” button, and set up the answer options using “+ Add answer.” You can reorder both rows and columns by dragging the handle icon on the left. To remove an item, click the trash icon next to it. ![matrix 2](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/matrix%202.png?width=305&height=223&name=matrix%202.png) Patients simply select or complete one option per row, making it quick and straightforward to respond — even when the form covers a long list of topics. ![matrix 6](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/matrix%206.png?width=365&height=228&name=matrix%206.png) Once you have finished configuring the Matrix, click “Save component” to confirm your changes. **Tip:** To ensure your medical forms reflect your clinic’s branding, you can customize their design by adding various elements. Instead of manually uploading your clinic’s logo, you can insert the \<-\> Company Logo (company) merge tag inside a **Text** component, which will automatically pull the logo stored in your system. Additionally, you can include your company name by adding a **Text** component and enhance personalization by inserting other **merge tags** that populate patient and clinic details dynamically. You also have the option to customize text and formatting to match your brand identity, creating a cohesive and professional appearance. Setting up branded medical forms not only strengthens brand recognition but also ensures consistency across all patient communications. A well-structured and visually appealing form improves readability, making it easier for both patients and staff to navigate while reinforcing trust in your clinic. ![Screenshot - 2026-10-16T113122.242](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T113122.242.png?width=527&height=179&name=Screenshot%20-%202026-10-16T113122.242.png)   #### Step 5: Finalizing the Form Continue adding questions and necessary information to your medical form. Repeat these steps as needed until your form is complete. - Use the **Preview** button (typically found at the top of the screen) to review the form's layout and content. Make sure you're satisfied with how it looks and reads. - Once you've finished designing your medical form, click **Create Form** (usually located in the top right corner) to finalize and save it. - Your medical form has now been successfully created. **NOTE:** If you want to create a form that is similar to another one already in your system, you can [clone that form](https://support.pabau.com/en/pabau2/medical-forms#how-to-clone-a-medical-form) instead of creating the second one from scratch. --- ### How to Edit a Medical Form #### Step 1: Navigate to Medical Form Templates [Log into your Pabau account](https://app.pabau.com)and navigate to [Setup](https://app.pabau.com/setup), then click on "[Forms](https://app.pabau.com/setup/medical-forms)" under Clinical. ![Screenshot - 2026-10-16T094832.350](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T094832.350.png?width=670&height=302&name=Screenshot%20-%202026-10-16T094832.350.png) #### Step 2: Access the Editing Options Locate the medical form you wish to edit. Click on the three-dot button located on the far right side of the form and then  select ''Edit''. ![Screenshot - 2026-10-16T113259.015](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T113259.015.png?width=660&height=204&name=Screenshot%20-%202026-10-16T113259.015.png) Alternatively, you can directly click on the name of the form to open it and initiate the editing process. #### Step 3: Make Changes and Save Once you are in the editing mode, make the desired changes to the medical form. The editing process mirrors the steps involved in [creating a new form](https://support.pabau.com/en/pabau2/medical-forms#how-to-create-a-medical-form). After implementing the necessary changes, click on **Save Form** located in the top right corner to confirm your edits. By following these steps, you can efficiently edit medical forms in Pabau according to your evolving requirements. --- ### How to Delete a Medical Form #### Step 1: Navigate to Medical Form Templates [Log into your Pabau account](https://app.pabau.com)and navigate to [Setup](https://app.pabau.com/setup), then click on "[Forms](https://app.pabau.com/setup/medical-forms)" under Clinical. ![Screenshot - 2026-10-16T094832.350](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T094832.350.png?width=656&height=296&name=Screenshot%20-%202026-10-16T094832.350.png) #### Step 2: Access the Deletion Options Locate the medical form that you intend to delete. Click the three-dot button located on the far right side of the form and then select ''Delete''. ![Screenshot - 2026-10-16T113503.101](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T113503.101.png?width=670&height=161&name=Screenshot%20-%202026-10-16T113503.101.png) #### Step 3: Confirm Deletion A prompt will appear asking if you want to delete the form. To confirm the deletion, click on "Yes, Delete Form". By following these steps, you will successfully delete medical forms in Pabau. Please exercise caution while performing this action, as it permanently removes the selected form from your system. --- ### How to Use a Medical Form Template #### Step 1: Navigate to Medical Form Templates [Log into your Pabau account](https://app.pabau.com)and navigate to [Setup](https://app.pabau.com/setup), then click on "[Forms](https://app.pabau.com/setup/medical-forms)" under Clinical. ![Screenshot - 2026-10-16T094832.350](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T094832.350.png?width=670&height=302&name=Screenshot%20-%202026-10-16T094832.350.png) #### Step 2: Create a New Form from Templates Click on "Create Form" in the top right corner, then select "Browse Templates". ![Screenshot - 2026-10-16T113652.428](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T113652.428.png?width=558&height=255&name=Screenshot%20-%202026-10-16T113652.428.png) #### Step 3: **Select and Open a Template** Browse the community library, or use the search bar and filters (such as **Consent**, **Medical Questionnaires**, or **Treatment Forms**, plus the **Professions** dropdown) to find the template you need.![Screenshot - 2026-10-16T113955.746](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T113955.746.png?width=558&height=230&name=Screenshot%20-%202026-10-16T113955.746.png) Click on a template to open its preview. The preview shows a description of the form, the professions it’s suited for, and a full view of the form itself. ![Screenshot - 2026-10-16T114038.015](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T114038.015.png?width=558&height=183&name=Screenshot%20-%202026-10-16T114038.015.png) To add it to your account, click **Open in editor**. ![Screenshot - 2026-10-16T114134.635](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T114134.635.png?width=509&height=323&name=Screenshot%20-%202026-10-16T114134.635.png) From there, you can customize the form however you like, such as editing the wording, adding or removing questions, or changing the layout. When you’re happy with it, click **Save**. ![Screenshot - 2026-10-16T114220.013](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T114220.013.png?width=617&height=286&name=Screenshot%20-%202026-10-16T114220.013.png) This way, you can clone pre-built templates into your account, saving you time and ensuring a seamless integration.  --- ### How to Clone a Medical Form Sometimes, you may need to create a form that closely resembles an existing one. Rather than starting from scratch, it's more convenient to clone the existing form and then make necessary edits. Here's a guide on how to clone a medical form in Pabau: #### Step 1: Navigate to Medical Form Templates [Log into your Pabau account](https://app.pabau.com)and navigate to [Setup](https://app.pabau.com/setup), then click on "[Forms](https://app.pabau.com/setup/medical-forms)" under Clinical. ![Screenshot - 2026-10-16T094832.350](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T094832.350.png?width=670&height=302&name=Screenshot%20-%202026-10-16T094832.350.png) #### Step 2: Clone the Desired Form Locate the medical form you want to clone. After that, click the three-dot button on the far right of the form and select "Clone". ![Screenshot - 2026-10-16T114353.283](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T114353.283.png?width=670&height=166&name=Screenshot%20-%202026-10-16T114353.283.png) #### Step 3: Edit the Cloned Form The cloned form will be opened, allowing you to make changes. The process is similar to [creating a new medical form](https://support.pabau.com/en/pabau2/medical-forms#how-to-create-a-medical-form). When satisfied with the modifications, click on "Save Form" in the top right corner to finalize. **NOTE:** Remember to rename the cloned form. All cloned forms are named "Copy Of + the name of the form you cloned." --- ### How to Set a Form to be Sent Before the Appointment Automating your medical forms will reduce your time on paperwork, and allow you to spend more time with your clients instead. Also, your clients will be able to complete the necessary forms at the convenience of their own homes, at the time when it suits them.  #### Step 1: Access Medical Form Templates [Log into your Pabau account](https://app.pabau.com)and navigate to [Setup](https://app.pabau.com/setup), then click on "[Forms](https://app.pabau.com/setup/medical-forms)" under Clinical. ![Screenshot - 2026-10-16T094832.350](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T094832.350.png?width=670&height=302&name=Screenshot%20-%202026-10-16T094832.350.png) #### Step 2: Open the Desired Medical Form Identify the medical form you wish the client to complete before their appointment. Click to open the form for editing. #### Step 3: Configure Form Settings In the "**Details**" tab situated in the top of the medical form editing interface, select the services for which this form should be completed. Toggle the "**Request to be completed prior to appointment**" option. ![Screenshot - 2026-10-16T095130.253](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T095130.253.png?width=288&height=594&name=Screenshot%20-%202026-10-16T095130.253.png) #### Step 4: Configure Client Notifications Next, navigate to Client Notifications by going back to [Setup](https://app.pabau.com/setup). Under "Marketing & Communication," click on [Client Notifications](https://app.pabau.com/client-notifications). After you open Client Notifications, locate and open both the "New appointment is booked" and "Upcoming appointment reminder" email templates. Ensure that the "Add complete form button" option is ticked in both the appointment confirmation and reminder email templates. You should see the "Complete Forms" button in the email preview.                         ![Screenshot - 2026-10-16T095450.302](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T095450.302.png?width=304&height=245&name=Screenshot%20-%202026-10-16T095450.302.png)![Screenshot - 2026-10-16T095531.000](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/Screenshot%20-%202026-10-16T095531.000.png?width=216&height=377&name=Screenshot%20-%202026-10-16T095531.000.png) By completing these steps, whenever an appointment is booked manually or online, they will receive the confirmation email. Within this email, clicking the "Complete Forms" button will redirect them to Pabau Connect. Here, clients can fill out any forms linked to the service they booked, streamlining the pre-appointment information collection process. **What's next?** - [How to Use Form Analytics to See How a Medical Form Is Used](https://support.pabau.com/en/pabau2/how-to-use-form-analytics-to-see-how-a-medical-form-is-used?hsLang=en) ---  Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For **[more guides](https://support.pabau.com/en/pabau2?hsLang=en)**, browse the related articles below or use the search bar at the top of the page. 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