---
title: "Set default form"
description: "Click on [Episode], [Treatment Timeline], or [Medical History] to set a default form."
url: https://helpcentrum.crossuite.app/en/articles/39-set-default-form
collection: "Patiëntbeheer & Administratie"
updated: 2026-10-28
language: en
alternates: [nl]
---

# Set default form

Click on [Episode], [Treatment Timeline], or [Medical History] to set a default form.

A standard form or protocol is a form that is automatically added to the EMR when you create a new treatment, episode, or medical history (upon creation of a new patient).  
Go to **\[Settings\]** and then **\[EMR\]**.  
Click on **\[Episode\]**, **\[Treatment Timeline\]**, or **\[Medical History\]** to set a default form.

![](https://knowledgebase.crossuite.app/galleryDocuments/edbsne3b08a185df8a075f869a64a001e81a6818997f2aa7f299b52766439963d46229d03f037317991673fd5ff9536843a09106c834c410766348825e4043177fd2c?inline=true)

If a form has already been set, you will see the title of the form displayed.  
To change the form, click on **\[Selected initial form\]**. If you do not want to set a default form, click on the **\[X\]** button.

![](https://knowledgebase.crossuite.app/galleryDocuments/edbsne3b08a185df8a075f869a64a001e81a646863a4eeadf2297f06d4b6a5d3ca807ddf0287715ac518a83af615c302bf855872d65aa4090e0ec0ac215302920a7d3?inline=true)

After you click on the selected default form, a list of possible forms to set up will open.  
Choose the desired form and confirm your choice by clicking the  
\[select\]![](https://desk.zoho.eu/galleryDocuments/edbsn1b1433247fbe77b43916722c6194bbb4071b12ee097c725036a6c03dd9312a5c9dc7701eb272ec09190f43f9eae4b48faee421a602514f0ebd983beab6ee3d11?inline=true) button.

![](https://knowledgebase.crossuite.app/galleryDocuments/edbsne3b08a185df8a075f869a64a001e81a66722dc81276c96a2450af3caca2aa9be2902ba85ff0898f83ed203b7f8eb201ba06e0e7c53b0fd2d6dc87ff8fbd30230?inline=true)

If a default form has not yet been set, click on **\[Select form\]** to also see the list of available forms. You select the desired form in the same way.

![](https://knowledgebase.crossuite.app/galleryDocuments/edbsne3b08a185df8a075f869a64a001e81a664f5b1ff5629f3a9678e9e56ba9d24a775fa6be2f2d148e66c1013d206a999476cf8d0dc0a50d291be1d13f96334de92?inline=true)