Choose the questions
Open Settings → Pre-visit forms. Set the title and introduction, then edit each question and its answer type.
Use required questions sparingly. For yes/no questions, patients must explicitly choose an answer rather than treating an empty response as No.
Check the patient experience
Use the preview to read the questionnaire in the order the patient will see it. Reorder or remove questions that are no longer useful.
Give each question a clear purpose and avoid asking for information your clinic does not need.
Publish a revision
Publishing makes the new form available for unanswered visits. Submitted answers retain their original questions.
A patient already completing the previous form can finish it. This preserves what they were actually asked.