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Forms are questionnaires patients fill in online: intake details, consent, and scored assessments such as the PHQ-9. You build them on the Forms page and send them from a patient’s record. The answers come back to the patient’s Forms tab.

Who can use this

The forms library

Open Forms in the sidebar. Library has the forms you can send, Drafts has forms not yet published, and Sent has every form sent to patients. Every practice has common assessments ready to send, such as the PHQ-9, GAD-7, K10 and DASS-21, with their scoring set up. You can’t edit these. Select Duplicate to make your own copy. Only published forms can be sent. Use a form’s More actions menu to publish, archive or delete it. A form that has been sent can’t be deleted, so archive it instead. Forms already sent keep working.

In this section

Build a form

Set up a form’s pages and questions, link answers to the patient’s details, preview and publish.

Skip rules, scoring and alerts

Show questions only when needed, score answers into bands, and flag answers that need attention.

Send a form to a patient

Send one or several forms, share a link, and remind or cancel.

See answers and scores

Read a patient’s answers and scores, and apply changes to their details.

Draft a form with AI

Describe a form or attach a blank one, and Bilby drafts it for you to check.

PDF forms

Send a PDF for the patient to fill in and sign.

Troubleshooting forms

Fixes for common problems with forms.