If your patient forgot to fill their form out before coming in for their appointment, or didn't get a form emailed to them for some reason, they can certainly fill the form out—and submit it—right in the clinic! There are a couple of different ways you can manage this (note, however, that the patient will need to have a mobile phone with a working browser, or have a tablet or laptop that is connected to the internet with them):

First things first, though, you'll want to create the form. Once that's done, you can either email or send it as an SMS—whatever works best! We'll walk through the steps, starting with creating the form.


Create the form

☝️Note: You'll need to be sure that you create form templates prior to generating one-off forms.

To get started, find the patient you want to send the form to. Select the Forms tab:

Once there, press the Add form button in the top-right:

That will open up a window that asks you to select a form template and an appointment. It's not required that you select an appointment, but if you want this form to be linked to an appointment, then you'll want to make sure to pick a date there:

Press the Create form button, and you'll see the new form in the list of all forms. On the right, you'll see a Copy link button. Pressing that will copy the URL:

Here's a quick little video of what it looks like to create the new form from the patient's page:

That's step one, complete!


Email the patient a link to the form

Now that you've copied the link to the form, you can email it to the patient. You can either do this by sending it from your personal email account, or by sending it as a letter from within Cliniko.

The patient can open their email on their phone (or tablet or laptop, if they have either of those with them), and fill it out before submitting it while they wait!


Send the form via SMS message

Another option is to send an SMS message that contains the form's link. Once you've copied the link, you can send a one-off SMS to the patient (be sure to paste the link into the text field). The patient can then click the link on their mobile phone, and fill the form out as they wait.

☝️Note: You will need to have purchased SMS credits in order to do this, and the patient will need to have a mobile number on file.


Head over here for more information on patient forms!

Did this answer your question?