Patch Tests (New Client Card)

How to Create a Patch Test in the Client Card

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client’s name. Pabau will filter the results as you type.

Step 2: Open the Patch Tests Section

In the client card, click the "EMR" tab in the tab menu at the top (labelled "Chart" for businesses in the United States). This opens a grid of clinical record cards. Click the "Patch Tests" card to view and manage the client’s patch test records. If you cannot see the "Patch Tests" card, the Patch Tests feature is not enabled for your account, or your user group does not have access to it.

Step 3: Create a Patch Test

Click the "Create Patch Test" button in the top right corner of the section. If the client has no patch tests recorded yet, this button appears in the centre of the empty section instead.

A modal will appear with the following fields:

• Description: Enter a short description of the patch test (up to 50 characters). This field is required — the "Create Patch Test" button stays disabled until you fill it in.

• Staff: Select the staff member who performed the patch test from the dropdown. This defaults to you.

• Status: Choose the outcome of the test. The available statuses are Pending, Passed, and Failed. New patch tests start as Pending.

Once all fields are filled in, click "Create Patch Test" to save the record. The patch test will appear in the list with its description, date, staff member, and status displayed.

By following these steps you can create a patch test in a client card.

How to Edit a Patch Test in the Client Card

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client’s name. Pabau will filter the results as you type.

Step 2: Open the Patch Tests Section

Click the "EMR" tab (labelled "Chart" for businesses in the United States), then click the "Patch Tests" card in the grid.

Step 3: Edit the Patch Test

Locate the patch test you want to edit and click the three-dot menu on the far right of its row. Select "Edit" from the options. The "Edit Patch Test" modal will open with all existing details pre-populated. Make your changes to the description, staff member, or status, then click "Save changes" to apply them.

By following these steps, you can edit an already created patch test in the client card.

How to Delete a Patch Test in the Client Card

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client’s name. Pabau will filter the results as you type.

Step 2: Open the Patch Tests Section

Click the "EMR" tab (labelled "Chart" for businesses in the United States), then click the "Patch Tests" card in the grid.

Step 3: Delete a Patch Test

Locate the patch test you want to delete and click the three-dot menu on the far right of its row. Select "Delete" from the options.


A confirmation dialog will appear asking "Are you sure you want to delete this patch test? This action cannot be undone." Click "Delete" to confirm, or "Cancel" to go back.

By following these steps you can delete any patch tests created in the client card.

How to Set a Mandatory Patch Test for a Service

You can set a mandatory patch test for your services as you create them or by editing existing services. Read our articles on how to create a service and how to edit a service to learn more.

Step 1: Navigate to Services

Start by logging in to your Pabau account using your login credentials. Then, navigate to Setup at the bottom of the sidebar menu on your left-hand side. Under the Catalogue section, you will find the Services tab. 

Step 2: Select a Service

To set this requirement for a service you will need to edit the Advanced settings of the service. To access Advanced Settings, you need to scroll down to the bottom of the General tab.

Step 3: Enable the Patch Test Requirement

Scroll down to the "Other Information" section. At the bottom of this section, you will find the "Patch Test" toggle, described as "Set if this service requires a patch test at all". Turn it on to make a patch test mandatory for this service. The toggle only appears when the Patch Tests feature is enabled for your account.

Once enabled, click "Save" to apply the changes.


From this point on, if you try to book an appointment for this service and the client has no patch test recorded in their card, a booking warning will appear.


By following these steps, you can set a service to have a mandatory patch test.