Forms

Forms are questionnaires your patients fill in — on their phone through a link, or with you in the clinic.

Set up your forms

1. Click Forms in the menu.
2. Click Add starter forms to add ready-made forms, then confirm.
3. Or click New form, add the questions, and click Save form.
4. Click Set as active so the form can be sent.

Send forms to a patient

1. Open the patient and go to the Forms tab.
2. Click Send forms.
3. Choose one or more forms, then click Create link.
4. Share the link: Copy link, Send on WhatsApp to the patient's number, or let the patient scan the QR code.

The patient gets one link for all chosen forms. It stays open for 7 days.

Fill a form in the clinic

1. On the patient's Forms tab, click Fill now.
2. Choose the form and fill it in with the patient.
3. Click Save answers.

See answers and scores

1. Open the patient's Forms tab.
2. Links not yet answered are under Waiting for the patient. Click Send again if needed.
3. Answered forms are under Completed. Open one to see the answers.

Good to know

• Scored scales such as PHQ-9 and GAD-7 calculate their score automatically.
• Starter forms can't be edited. Click Duplicate to make your own version.
• If Forms is missing, turn it on in Clinic settings › Clinical features.