Medical Forms & Templates

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12 articles in this collection
Written by Elena, Petar, and Sofija

How to add Custom Editable Fields to Letters

letters word letter
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Written by Sofija
Updated over a week ago

How to Clone medical forms

copy medical form clone
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Written by Sofija
Updated over a week ago

Creating a Referral Template

Reward your clients who referred someone into your business by sending them an automatic reward notification.
Elena avatar
Written by Elena
Updated over a week ago

How to Clone an Email Template

template archive
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Written by Sofija
Updated over a week ago

Sending a medical form from client card

medical form
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Written by Petar
Updated over a week ago

Changing Colour in Templates

There is an option to design your new templates or already created ones using different colours.
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Written by Elena
Updated over a week ago

Emailing Documents to Clients

You can email documents stored in the client cards to your clients in few simple steps.
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Written by Elena
Updated over a week ago

Creating a Template Using a Source Code

If you do have your template in a HTML code, you can simply paste the source code into our template and have it in your Pabau system.
Elena avatar
Written by Elena
Updated over a week ago

Emailing a Medical Form

You can email your clients a treatment note, a consent or a medical questionnaire directly from their client card.
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Written by Elena
Updated over a week ago

Adding a Medical Form into a Template

You can add a medical form into a confirmation email in order for the clients to complete it prior to their treatments.
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Written by Elena
Updated over a week ago

Creating a Voucher Template

There's a pre-made voucher template created into your system, but you can always design your own and use it as a default template.
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Written by Elena
Updated over a week ago

Enable Secure Medical Forms

Secure clients' medical records by enabling Secure Medical Forms in your Pabau account.
Elena avatar
Written by Elena
Updated over a week ago