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Consultation form options

Open Consultation Forms

Choose which forms appear at the top of a consultation, set their order, and add or remove forms from Form Management.

By default a consultation includes consents, procedures, and prescriptions. Consultation Forms lets you add extra forms (for example Medical Questionnaire or Healthcare Assessment) that appear first — numbered 1a, 1b, 1c — before those later steps.

Open Consultation Forms

  1. Open Form Management.
  2. Click Consultation Forms.
  3. You see the configured list for the clinic you are working in.
Consultation Forms page with configured forms and Add a form
Configured forms — reorder with the arrows, remove with the bin, or add another published form below.

Reorder, add, or remove

Tip

Only published forms can be added. Draft imports from Smart Form Importer must be published first.

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