Patient Form Template

What this screen is for

This screen edits your patient form template: the ordered list of custom fields that appears on the form when you create a new patient. You have one template. New patients are prefilled from it, while existing patients keep the fields they were created with, because each patient’s values are snapshotted at creation. Editing the template later does not change existing patients.

How to get here

• Tap Patient Form Template in the header of the Patients tab.

What you can do

Reorder fields

1. Press and hold a field, then drag it to its new position.
2. The new order is saved automatically, with no Save button.

Add a field

1. Tap Add Field.
2. Define the field (label, type, options, required) and tap Add.

Edit a field

1. Tap the field.
2. Change its definition and tap Update.

Remove a field

1. Tap the field to open it.
2. Tap Remove Field at the bottom and confirm.

Note

A template needs at least one field, so the last remaining field cannot be removed.

Apply a profession default

1. Tap Templates in the header.
2. Browse the default templates for your profession and pick one.
3. Confirm. This replaces your current template, and your current fields are lost. Existing patients are not affected.