Customise the new patient form

Choose which fields appear on the create form, and put them in the order your team works.

Table of Contents

You can reach the layout from Create, then Client, by clicking Customise View at the top right. It is also in Setup, then Fields, under Customise Create Screen.

Change the layout

Expand a group on the left, such as General, Contact Info or Address, and add the fields you want.
Drag fields on the right to reorder them or move them between sections.
Remove anything your team never uses.
Save your changes.

The new layout applies to everyone at your clinic the next time they open the form.

Up next

Next, read Customise the summary tab.