Reason

When you wish to have the Custom Contract Forms set against a Contract Type to also display as separate tabs on the contract's Medical notes

Solution

Ensure a Custom Form with Owner Type Contract has been created.

Overview of Custom Forms.

  1. Click on Contracts > Contract Types > Get Data.
  2. Find the relevant Contract Type and Edit by selecting the icon.
  3. On the Contract Type Details tab select a Contract Custom Form in the Show Custom Form > Tick Show on Exams.
  4. Click on Save

  1. The Contract Custom Form will now be displayed on the Contract setup under that Contract Type as well as shown on the Medical Notes created under this Contract.


Updated:12-Jun-24

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