Create patient form templates

Create templates for your forms, which you can then email to your patients.

Emily avatar
Written by Emily
Updated over a week ago

If you want to use patient forms, the first thing you'll have to do is set up templates! You can set up as many templates as you need, for all different kinds of forms. In this guide, we'll walk you through template basics—how to set them up, and how to use them to actually send forms to your patients!

Create patient form templates

First, head to Settings, and then Patient form templates:

Next, select Add template:

If you have a friend or colleague that has created form templates in their own Cliniko account, they can share the template with you and you can import it! That's what the Import Cliniko file button is for.

On the next page, you can start setting up your template:

If you select the box next to "Can only be viewed by practitioners (contains private information)", this means that once the form is submitted by the patient, only someone with the "Practitioner" role will be able to view it. (Reception or other non-practitioner staff will not have the permissions to view the completed form.)

You'll want to give your template a name, and add sections and questions:

Once that's done, be sure to hit the Save template button:

You'll then see a copy of the form—but this is just a copy, to help you see what it looks like:

You can repeat this process for other templates. Once that's completed, you'll want to be sure to include the form "placeholder" in your appointment confirmation emails—this will ensure that patients automatically get the form when they book their appointment!

Send forms to patients

Now that your templates are set up, you can send these forms to patients!

If you want to automate the process and include links to forms in your appointment reminders or confirmation emails, you'll want to add "placeholders" to your communication templates. This guide will walk you through the steps.

If you want to send a one-off form to a patient (maybe they forgot to fill out the form in their confirmation email, or you need to send them a new form for some reason), the steps can be found here.

For more information on patient forms, head over here—and, if you have any questions, our support team can help you out!

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