# Create Casesheet

Staff use this option to create a casesheet based on department or specialty requirements of the clinic. Sections can be added as needed to capture the case information clearly.

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### Steps to create or design a casesheet

* Open the **Casesheet Setup (Home > Configurator > Casesheet Setup)** screen.
* Click the **CREATE NEW CASESHEET** button to open the casesheet builder layout.
* Enter the **Casesheet Name** in the text field.

  <figure><img src="/files/o6jJDP1bw9iG47mmKOkC" alt=""><figcaption></figcaption></figure>
* If required, enable the **Show in Case Sheet Report** option to include the control’s data in the generated casesheet report. Additionally, the **Retain Data for All Controls** option can be to automatically populate the information in the [**Medical Records**](/uniteemr/application-modules/medical-records/casesheet.md), saving valuable time during consultations.

  <figure><img src="/files/QXMSBovLQQluF2Va7KkJ" alt=""><figcaption></figcaption></figure>
* Based on the requirements, drag-and-drop the desired fields from the [**Form Variables**](/uniteemr/master-modules/casesheet-setup/casesheet-setup-form-and-other-controls.md) section.

  <figure><img src="/files/YDV0h8eFDKlfjdY4pmpF" alt=""><figcaption></figcaption></figure>

  Sections can be added one after another until the complete structure of the case sheet is achieved.

  <figure><img src="/files/HTvTEDwTIaSQCu74qERl" alt=""><figcaption></figcaption></figure>
* After adding all necessary fields, click **SAVE** to create the casesheet.

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