Practice Setup
Create a patient form
Build a custom consent form, billing agreement, authorisation, or policy from scratch using the template editor.
5 steps · 4 min read
Checked against the product on .
Creating custom forms requires the Professional plan.
Before you start
- New custom forms require Professional and form-setup permission.
- Choose the intended practice before creating a form.
Step 1: Open Practice forms
You
Open Client Forms and find Practice forms, Practice forms.
What you should seeFind the Practice forms heading in Client Forms; its position can change.
Step 2: Choose New Form
You
Use New Form and select the starting point offered for your practice, then name the form.
What you should seeAgreement and Start Blank are the current starting points. Name the form, then Create.
Step 3: Write and review each section
You
Edit section headings and wording. Choose which sections are Included or Excluded and use the preview to check what the patient will read. Practice and professional details come from Settings.
Treatment arrangements
IncludedWhat you should seeThe section editor shows wording and whether a section is Included or Excluded.
Step 4: Save the form
You
Save edits. If the form needs review, use Save & mark reviewed after checking all wording. A draft needs review before it can be included for patients.
Treatment arrangements
IncludedWhat you should seeSave & mark reviewed removes the draft state after you have checked the wording.
Step 5: Check its active state and sharing
You
Use the form’s Active state and Share controls where available. Reviewed forms can be selected in a send or pathway. The current editor uses reviewed and Active states, rather than a Published toggle.
What you should seeReviewed and Active are separate. An inactive form needs activation before patient use.
If this looks different
Do not infer sharing availability from review alone. Standalone links are available only for supported form types; other forms travel in a send or pathway.
Frequently asked questions
Is a saved draft ready to send?
Review the wording and use Save & mark reviewed. Check that the form is active before sharing it or including it in a pathway.
Where do practice details come from?
Settings holds your practice and professional details. Check the preview after changing these details.
Related guides
Review your consent forms
Your practice starts with consent and admin forms already drafted. Read each one, change what you want, and make it live.
Set up a patient intake pathway
Combine intake, consent, admin forms, and assessments into a single link patients complete before their first appointment.
Edit a consent or practice form
Update the wording or sections of a form you have already set up. Consents already signed are not affected.
Ready to try a different approach?
Calm forms for the people filling them in. Scored results and reports for you.
Full Professional access for 30 days, no card. Then a free plan with 3 forms and 10 responses.
Quiet design. Real impact.