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Know your new patient before they sit down.

A form filled in at home gives you the reason for the visit, allergies and medicines before the patient arrives, and spares them the clipboard in the waiting room. Here is how to set one up.

Updated 6 November 2026 · 6 steps

  1. Keep it short

    Ask only what you would ask in the first minutes of the visit. A form that fits on a phone screen or two gets filled in at home.

    In MedBoox MedBoox’s standard questions ask for the reason for the visit, allergies, long-term conditions, current medicines, past operations or hospital stays, and anything else the doctor should know.

  2. Add the questions your specialty needs

    A dentist may ask about bleeding gums, a physiotherapist where it hurts, a dietitian about the goal. Where you can, offer yes or no, or a choice: they are quicker to answer on a phone.

    In MedBoox Your own questions come after the standard ones, answered in words, yes or no, or a choice, and you set them in Settings.

  3. Send it with the booking

    The patient has just booked and still has the message open: that is a good moment to ask.

    In MedBoox For a new patient, the WhatsApp confirmation carries a “Fill in the form” button. The form opens without signing in, in the patient’s language, and its answers are sent once.

  4. Have a plan for patients who didn’t fill it in

    Some patients will arrive without it. Let them fill in the same form at the desk, on their phone.

    In MedBoox The front desk can open the form for a patient who is there, and the patient’s MedBoox account shows it on the visit too.

  5. Read the answers before the visit, and keep what matters

    A quick look before you call the patient in is enough. Allergies and medicines belong in the file, where they are still there at the next visit.

    In MedBoox The answers reach the visit’s doctor only. Tick the allergies, conditions and medicines to add them to the patient’s summary in one step.

  6. Tell patients who reads it

    Say on the form, or when you book, that only the doctor reads the answers.

    In MedBoox Secretaries see whether the form was filled in, never the answers.

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