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Let patients fill forms out in the clinic
Let patients fill forms out in the clinic

If patient forgets to fill their form out, you can help them fill it out and submit it when they're at your clinic.

Emily avatar
Written by Emily
Updated over a week ago

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

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 an Actions button. Pressing that will open a menu that lets you select Send to patient:

From there, you can either send via email, send via SMS, show a QR code at the clinic, or copy the link and send it outside of Cliniko (such as from your own email address):

Now, onto the actual sending of the form!

Generate a QR code for the patient to scan

If using the QR code, please note that each code is designed to be unique per-patient, not for global use—so do not print it out and put it on your clinic's door, as it won't be a "for everyone" QR code. It is designed only for individual patients, and their name will be shown underneath the QR code itself.

If you select the "Show QR code" option, something like this will be generated on your device (please do not offer a patient the below QR code, as it's only an example):

You can then show that to the patient, who can scan it with their mobile device when they arrive at the clinic. They can then open the form in a new window in their device's browser, and fill out/submit it (this would be similar to how it would occur if they clicked the link in an SMS, if you had texted the form to them).

Copy the form and share the link with the patient

If you choose to copy the form's link, as in the below example:

You will simply press the "Copy" text to the right of the unique link, and you can share it with the patient by pasting it into a new browser window (for example, if you use a shared iPad in your clinic for patients to fill forms out, the link could be pasted into a new browser tab on the iPad and the patient could fill it out/submit it that way).

Sending the form via SMS

You will need SMS credits on file for this. You can learn how to purchase them here if you don't already have some.

If you opt to send the form via SMS, you'll see something like this (you will also see how many credits it will use):

Once sent, the patient will see something like this on their mobile phone (note that the number at the top of this example is random):

When the patient clicks the link in the SMS, they will then be able to fill out the form on their mobile phone and submit it back to you.

Send the form via email

If you choose for the "send via email" option, you'll see something like this:

The email address will default to whatever the patient has on file, and if you have multiple businesses, you can choose which business it's sent from. The patient will then get an email that looks something like this:

When they click the link to the form, they will be able to fill it out and submit it back to you!

Head over here for more information on patient forms!

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