If you're using secure patient forms, you may be wondering if you can add a link to your website so that any patient can fill the form out. The answer to this is no—but we'll explain why!
Forms are designed for individual patients.
While you can create a single form template which is meant for many patients to fill out, the actual form itself needs to be shared individually. The reason for this is that each form generates a unique "link" that can only be used once. So, whether you're automatically sending forms with appointment confirmation emails, or generating one-off forms to send to your patients, they can't be used more than once, which means you won't be able to embed a link to a form in your website.
If I can't embed them, how can I easily get forms to my patients?
Despite being unable to embed the forms, there are some easy ways to ensure that your patients get them!
Include forms in your appointment confirmation emails. When a patient books an appointment and the confirmation email goes out, the link to the form will be included. It will be quick and easy for the patient to fill it out and submit it back!
If needed, send one-off forms to your patients. The links for these can be quickly created and emailed or texted, right from any patient's details page.
Patients can even fill out a form right in your clinic, if they've forgotten to fill it out before coming in for their appointment.
Can I include a link to a form in my email newsletter?
Similarly to the question of embedding forms in your website, no—and this is because forms are designed for individual patients, and the links can only be generated within your Cliniko account.
An email newsletter can have a link to your online bookings page, of course—and if a patient books an appointment from there, they can automatically receive the form via the appointment confirmation email.
For more information on patient forms, head over here!