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Practice Setup

Change what your registration form asks

Switch fields on or off and add your own questions. Answers already submitted are not affected.

5 steps · 2 min read

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Client Forms is shown to every practice. If you already collect registration and consent in another system, you can hide the whole section from Settings.
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Open the registration form

Go to Client Forms and, in section 1, click your registration form. It is named Patient Registration unless you have renamed it.

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Switch fields on or off

Each field has a switch, grouped under headings like About you and Contact. The preview on the right updates as you go. Name, date of birth and a phone or email stay locked on, because client matching needs them.

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Add your own question

Add your first custom question to put something on the form that is specific to your practice. It joins your question library, so you can reuse it on any registration form you build later.

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Save

Press Save. If registration is not switched on yet, the button reads Turn on registration instead and does both at once.

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The next client sees the update

Anyone who opens your registration link from now on gets the new version. Answers already submitted are unchanged.

Frequently asked questions

Can I add my own questions?▾
Yes. Add a custom question from inside the registration form editor. It joins your question library and can be reused on any registration form you build later.
Which fields cannot be turned off?▾
First name, last name, date of birth, and either a phone number or an email. Client matching relies on them, so they stay locked on. Everything else is yours to choose.
Can I have more than one registration form?▾
Yes. Use New registration form in section 1 for a variant such as a telehealth or NDIS registration. One form stays marked Default.

Related guides

Setup5 steps

Turn on your registration form

Switch on the form new clients fill in about themselves, and choose what it asks.

Setup5 steps

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.

Setup4 steps

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.

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