Building custom forms

What it is: a do-it-yourself form maker. Intake questionnaires, satisfaction surveys, pre-visit checklists — build any form by stacking fields, then put it on your website or send the link. Answers come back into MedicalSuite.

Building a form

1. Open Forms from the left menu and click New Form.
2. Give it a clear name — patients may see it ("New Patient Intake").
3. Add fields, one per question:
   • short text / long text (for open answers),
   • multiple choice / dropdowns (for pick-one answers),
   • checkboxes (for yes-no and multi-pick),
   • date fields, and more.
4. Drag fields to reorder. Mark the must-answer ones required.
5. Save and publish.

Getting it in front of people

Each published form has an embed code (for your website — your web person pastes it once) and can be reached by link. Share it wherever suits: website page, email, WhatsApp.

Reading the answers

Submissions arrive under Form Submissions — every answer, timestamped. Check it as part of the daily routine, same as enquiries.

Form ideas clinics actually use

• New patient intake — history and medications before the first visit, so the doctor reads it instead of asking.
• Post-visit feedback — three questions, sent after appointments.
• Pre-procedure checklist — "have you fasted?", confirmed in writing.

Common questions

Custom form vs. booking widget — which? The booking widget is specifically for booking appointments (it knows doctors, treatments, slots). Custom forms are for questions and answers. Website "book now" button → widget. Everything else → custom form.

Can I edit a live form? Yes — edit and republish. Old submissions keep the answers they were given.

Does a form submission create a patient? No — form answers are collected as submissions. Patients are created via enquiries, the widget, or manually.