From within the Patient record:

1. Click on Ad-Hoc button in the Toolbar at the top of the screen.
2. Locate the required form. This could be in the top level or in one of the folders on the left.
3. Tick the box beside the required form and click Record.
4. Complete information as required.
5. To sign the form, use the green tick in the top left corner.
6. To save use the disc icon. 
7. To cancel without saving use the blue circle icon or close the form.

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Updated: 8 October 2026