Forms

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Forms define the structure of your clinical data: which fields you collect for a patient, a consultation, or a custom form. Built-in forms already exist. You can adapt them and, on the right plan, create your own.

How to get here

In the left menu open Data, then Forms.

What you see

  • Title Forms and Manage your medical forms.
  • Create custom form.
  • Table: Name, Plural name, Actions.
  • Per row: Edit form, Preview, and delete for custom forms only.

Custom forms appear first. Preview opens in a side panel.

Create a custom form

This requires Pro or Premium. Otherwise you will see an upgrade prompt.

  1. Click Create custom form.
  2. Enter Name and Plural name.
  3. Click Create. The form editor opens.

If you hit the plan limit: You have reached the form limit.

The new form also appears under Manage so you can capture records.

Edit, preview, or delete

  • Edit form: opens the section and field builder.
  • Preview: shows how filling the form will look. It does not save.
  • Delete: custom forms only. Built-in forms cannot be deleted.

To delete, type DELETE (or eliminar) and acknowledge that related records will be lost.

Empty or error

  • Empty: No forms found. / Create or import a form to get started.
  • Error: Unable to load forms. Please try again. Use Try again.

Tip

Start by tuning the forms you use every day (patient and consultation). Create a custom form only when you need a record type that does not exist yet.

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