Editing a form

Each form is built from questions you control in the form editor. Open a clinic form from Forms by pressing Customise on its row.

You need to be the clinic owner or have access to the clinical record to edit or publish form templates.

The question builder

Use the buttons under the question list to add a Yes/No question, Text answer, Multiple choice or Information block. Reorder with Move up and Move down, mark a question Required so the form cannot be submitted without it, and tick Ask for details when answered YES on a Yes/No question to get specifics without a separate text field. Whether the form needs a signature is a form setting rather than a question: see Patient and practitioner signature requirements.

Editing safely

Published versions never change. Editing works like this:

1. Make your changes in the editor. You are working on a draft; the editor shows Unsaved changes. Publish to apply. while there is something still to publish.
2. Check the Patient preview at the bottom of the page.
3. Press Publish new version when you are happy.

From then on new sends use the new version, while every form already signed keeps the version the patient saw. Nothing already agreed is touched.

Ask for patient details first

This tick adds a details section to the top of the form. Name, date of birth, phone, address and gender are always asked for there. GP name and address and Next of kin name and phone are two further groups, on by default, that you can untick; do that if your own questions already ask for them, so the patient is not asked twice. Unticking them removes nothing from your questions, and a form you have not touched carries on collecting exactly what it collected before. Anything already on the patient's record is pre-filled, so returning patients only fix what has changed. It is usually worth keeping on for your medical history questionnaire.

Practical tips

• Keep questions clear and plain so patients answer accurately.
• Only mark a question required if a missing answer should genuinely block submission.
• Publish once you are confident; a stray draft will not affect patients until published.

Each Information block can contain up to 20,000 characters. Longer text is rejected rather than silently shortened, including when you bring in your own wording. Check older blocks if you previously saved longer text; this change cannot restore text already lost.

The signature requirement is kept with each request, so changing the template does not change an existing request.