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Medical form best practices

Build forms that save time, protect your clinic and are easy to complete.

Table of Contents
  • Show your logo on every form, so downloads look consistent.

  • Link answers to patient fields, so details fill in automatically.

  • Mark only what you truly need as required.

  • Group questions into sections with short headings.

  • Keep questions plain, and use choices rather than free text where you can.

  • Link forms to services, so the right form appears at the right visit.

  • Add a signature wherever consent is needed.

  • Review forms regularly, and test on a phone.

Up next

Next, read Email notification best practices.