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Edit a medical form

Change the questions, name or settings of a form, with earlier versions kept for reference.

Table of Contents
  • Go to Setup, then Forms, and click the form's name.

  • Hover over a component and click the pencil to change it, or delete it.

  • Add new components from the Components tab.

  • Change the name and other options on Type.

  • Save.

Each save creates a new version. Click the number in the Version column to see the history. Records already filed aren't changed.

Up next

Next, read Deactivate a medical form.