Building Clinical Forms & Questionnaires

Navigate to the Forms section within the Resources tab.

Click “Create Form” to begin building your form.

Create lightweight forms designed to collect information before a client books a service. These forms are commonly used for: Eligibility screening and Pre-consultation questionnaires Unlike standard forms, Pre-booking Forms support: Simpler layouts, Quick lead qualification and Faster completion experiences

The form builder will open, allowing you to begin customising.

Select a question type from the top right dropdown menu button. Nurish Pro supports multiple interactive question formats, including: Text Answer, Long Answer, Multiple Choice, Select Options, Table Questions, Rich Text Blocks, Signature Fields and File/Image Support. 

Use table questions for medications, supplements, or symptom tracking.

Select the table layout that best matches the information you want clients to complete.

A "Horizontal Table" places questions or labels across the top row, with users filling answers horizontally underneath. This layout is ideal for side-by-side comparisons, structured data entry across columns, and rating or comparison forms.

A "Vertical Table" places labels vertically on the left side and in the header row, with users entering answers directly beside them. This layout is ideal for detailed client information, traditional form-style layouts, and clinical or assessment-based forms.

Write your specific question and carefully adjust the wording to ensure absolute clarity for the responding client; you may also incorporate a reference image or provide an instructional hint to further guide their response.

Toggle the Required switch for mandatory questions such as: Contact details, Consent confirmations and Medical information. 

Use Long Answer for: Medical history, Lifestyle descriptions and Detailed clinical responses

Drag and drop questions to reorder them for a logical flow.

Group questions into organised sections for easier navigation and better completion rates. Common examples include: Personal Information, Medications & Supplements, Diet & Food, Habits Body Scan, Reproductive History and Menstrual History. 

Click "Add Section" to create and rename your section. You can easily drag to reorder them, and collapse or expand sections while editing.

Quickly manage question blocks while building your form. You can duplicate or delete questions, duplicate or remove sections, and save time when building similar assessments.

Preview Form 

Edit Form 

Send to Client 

Duplicate Form 

Delete Form 

Share with the Team 

Save as PDF

Open the specific form you wish to replicate.

This creates an exact copy within your forms list.

Adjust questions or headers as needed for the new version.

Rename it (e.g., "Follow-up Form") and save.

Standardise onboarding, Maintain consistent assessments and Share approved templates internally

Locate your desired form in the Resources > Forms tab.

Navigate directly to the Forms tab to view your complete library of active forms.

Create a new document from scratch or purposefully choose an existing, finalised form ready for distribution.

Open the primary options menu (⋮) associated with the document and select the “Send to Client” directive.

Search for the client in your database.

Click Send to deliver the form via: Email and Client Portal

Open your Service Settings.

Link a specific form to a specific service or an individual programme session (e.g., link "Intake Form" to "Initial Consultation").

Set the trigger to "Send upon booking."

Apply changes to automate your workflow.

Select the menu on the desired plan.

Select the export option from the top menu.

Save the PDF locally for your external records or audits.

Review the layout and question flow

Return to editing if changes are needed

Save the final version.