Skip to content

Patient form template

The patient form template defines which fields appear when you create a new patient, beyond the basics like name and date of birth. It starts from the default for your profession, and you can reshape it field by field.

When you create a patient, the form is prefilled from your template at that moment. The fields then belong to that patient: changing your template later never alters patients you have already created.

Open the Settings tab and tap Patient Form Template.

The editor shows your template’s fields in the order they will appear on the patient form. Fields marked Required show a badge.

  1. Reorder. Press and drag a field to move it. The new order is saved automatically.
  2. Edit. Tap a field to open it. Change its label, type, options, or required setting and tap Update.
  3. Add. Tap Add Field, fill in the field definition, and tap Add.
  4. Remove. Open a field and tap Remove Field at the bottom, then confirm.

Each field has a Label, a Type, and an optional Required toggle:

  • Text: a single line of free text.
  • Long text: a multi-line text area.
  • Number: numeric input.
  • Date: a date picker.
  • Yes / No: a simple yes-or-no choice.
  • Select: a choice from options you define. Add at least one option, and drag to reorder them.

Tap Templates in the editor’s header to browse the default templates for your profession. Selecting one replaces your current template. Maestra asks for confirmation first, because your current fields will be lost.

You do not need to change your template to capture something unusual for one patient. When creating or editing a patient, tap Add Field at the bottom of the form to add a custom field to that patient only. Your template stays untouched.