Editing a form before sending it to a patient is only possible when manually sending it.

Go to the relevant patient file and select the Send Form button.

Select your template and then select the Edit Before Sending button.

The form preview window will appear. Work through the form, making edits/selections as required.

Select Save once you have completed your edits.

You can then choose how you wish to send the link to the edited form to the patient as normal.