# Casesheet Setup

The **Casesheet Setup** screen allows healthcare facilities to design and customize their casesheets to match internal requirements. These customizations can be tailored based on department, specialty, or other specific needs. Once casesheets are created and mapped to a specific doctor and clinic, they will appear in the **Medical Records** screen for capturing patient health data.

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## Overview

### Dashboard

The screen provides a **Search** field to find casesheet and a **CREATE NEW CASESHEET** button to create a new casesheet. Once created, each casesheet appears as a card on the dashboard with options to preview the casesheet or view its report.

<figure><img src="/files/hapQWYXeylDCGajLxG4P" alt=""><figcaption></figcaption></figure>

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### Casesheet Setup Layout

Click **Create New Casesheet** to open the design layout, where you can customize the content using various controls. Add, edit, and arrange **Form Controls** to build a casesheet that suits your requirements.

<figure><img src="/files/orLPM8GSbyG0NWQyejko" alt=""><figcaption></figcaption></figure>

Refer to the link below for detailed information about each section.

{% content-ref url="/spaces/WQ5ypNBejmFIr9zwp0Pi/pages/7RTnEfdbe57ESGxZMbyK" %}
[Casesheet Setup: Form and Other Controls](/uniteemr/master-modules/casesheet-setup/casesheet-setup-form-and-other-controls.md)
{% endcontent-ref %}

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## Functionalities

### [Create Casesheet](/uniteemr/master-modules/casesheet-setup/create-casesheet.md)

To create a case sheet, use this option to incorporate the necessary fields as required.

### [Edit Casesheet](/uniteemr/master-modules/casesheet-setup/edit-casesheet.md)

Use this option to review or update casesheet details. This streamlines casesheet management, enabling prompt updates or reviews as needed.


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