> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Forms
> Build intake, consent and screening forms once and share them by link across the hospital's departments, then read what came back.
export const AuditNote = ({action = 'This action'}) =>
{action} is written to your workspace's audit log with your name, the
record touched and the time — a HIPAA requirement, and one you can review
yourself under Audit Log. See{' '}
Audit log.
;
export const StillStuck = ({topic}) =>
Still stuck{topic ? ` with ${topic}` : ''}?{' '}
Check Troubleshooting first —
it covers the failures we see most often. If that does not resolve it,{' '}
contact support and include
your workspace name and the time the problem happened, so we can find the
matching entry in your audit log.
;
export const Path = ({steps = []}) =>
{steps.map((s, i) =>
{i > 0 ?
›
: null}
{s}
)}
;
export const Availability = ({editions = ['all'], plans, roles, note}) => {
const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
return
Available in
{list.map(e =>
{EDITION_LABELS[e] || e}
)}
{plans ? Plan : null}
{plans ? {plans} : null}
{roles ? Who : null}
{roles ? {roles} : null}
{note ? {note} : null}
;
};
**Forms** is where every questionnaire, consent form and checklist your hospital builds lives. One form is built once and used by whichever department needs it — an outpatient screening questionnaire, a theatre consent, a pre-admission history — and answered from a link, by someone who needs no account.
## Where it sits
On Enterprise, **Forms** is inside the **Records** care area, beside [Send and track documents](/hospital/records/documents). Turn the Records care area off and the whole group goes with it. Solo and team practices list **Forms** flat in the sidebar instead, which is why the click path in the shared guides below is one step shorter than yours.
Three tabs sit under the heading:
| Tab | What it holds |
| --------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Forms** | Everything built with the form builder |
| **eSignatures** | Everything sent for signature, newest first, in one list: signature requests — who has signed, who it is waiting on, and when signing closes — and consent documents sent from your saved templates, marked **Document**. Start one with **Send a document for signature** — see [Prepare a document for signature](/practice/forms/prepare-a-document-for-signature) and [Send and track documents](/hospital/records/documents) |
**Forms and documents sent for signature are not the same thing, and the difference matters.** A form is answered by anyone who has the link and does not identify itself; a document is sent to one named patient for their signature and files itself to their record. Use a document when you need a signature attached to a person. Use a form when you need answers from many people.
## What a hospital uses it for
| | |
| ------------------ | ------------------------------------------------------------------------------------------------- |
| **Outpatient** | Pre-visit screening, symptom questionnaires, PROMs sent by link before a clinic appointment |
| **Theatre** | Pre-operative checklists and consent wording gathered before the list is drawn up |
| **Inpatient** | Pre-admission history so a ward is not taking it at the bedside |
| **Maternity** | Antenatal intake questions that are the same at every contact |
| **Whole hospital** | Staff-facing checklists, audits and incident reporting — a form does not have to be for a patient |
## Building and sharing one
The builder, the settings and the sharing link behave identically in every edition, so those guides are shared rather than repeated here. Only the click path above differs.
Write the questions, change how it looks, and preview it as a respondent will meet it.
Put it live at its link, close it again, and see what came back.
Give each person their own link so their answers land on their chart, and chase whoever forgets.
The summary, one question at a time, one person at a time — and the answers as a spreadsheet.
Collect email addresses, limit responses, set the confirmation wording and the bot check.
## Who can do what
Reaching the page is not permission to act. A staff member sees **Forms** if their role may open it, but building, publishing and reading answers are separate permissions your owner or manager grants in Settings → Staff → Permissions:
| Permission | What it allows |
| -------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| **View forms** | Open the hospital's forms and see how they are built. Publishes nothing |
| **Create and edit forms** | Build forms and change their questions, logic and settings. Editing does not publish |
| **Publish and close forms** | Put a form live at its link and take it down again |
| **View form responses** | Open what people answered, one response at a time |
| **Adjust quiz marks** | Change the mark a question earned after reading the answer, with a reason. The automatic mark is kept beside it |
| **Fill in staff forms** | Open and complete a form set to **Staff only** — a checklist, an audit, an incident report |
| **Export form responses** | Download every answer a form collected as a spreadsheet. The file leaves the hospital, so this is granted separately from reading answers |
| **Send documents for signature** | Send a document out for signature, remind a recipient, correct who is signing, and void a request |
| **Share templates with other clinics** | Send one of your forms to the community template gallery, and take it back out again |
## Check it worked
Open **Forms** from the sidebar under **Records**. You should see the **Forms** and **eSignatures** tabs, a **New form** button, and — under **Recent forms** — a **Search forms** box beside the filters. If **Records** is not in your sidebar at all, the care area is switched off for your hospital — an owner or manager turns it on in **Settings → Facility** — see [Care areas](/hospital/get-started/care-areas).
## If something goes wrong
On Enterprise it lives inside the **Records** care area. If that care area is off, nothing inside it appears. An owner or manager turns it on in **Settings → Facility** — see [Care areas](/hospital/get-started/care-areas).
You have **View forms** but not **Create and edit forms**. Your owner or manager grants the rest in Settings → Staff → Permissions.
Reading answers is its own permission — **View form responses** — and every response opened is recorded in the hospital's audit log.
That is a document, not a form. [Send and track documents](/hospital/records/documents) covers it.
Nothing has been sent for signature yet. Select **Send a document for signature** to prepare one — see [Prepare a document for signature](/practice/forms/prepare-a-document-for-signature).