Whether you’re at the office or out in the field, importing templates is a breeze. You can reduce the time spent on manual template creation and quickly upload an image or PDF of a form template, freeing you up to focus more on patient care. P.S. Handwritten images or files are also supported! 🙌

In this guide, we'll detail:

Using image analysis, Cliniko can interpret images or PDFs you upload and convert them to templates that you can use for your patient forms (as well as treatment notes).

Keep in mind, there are different fields and types of questions you can include in a patient form template:

You can upload the following files—JSON, JPG, PNG, WEBP, or PDF—up to a maximum size of 5MB per file. This means you can upload an existing form template you have, or simply take a picture of it from your mobile or tablet to import on the go.

First, you'll want to have your template ready and saved on your device. Here's an example of a patient intake form template as a JPG:

In Cliniko, head to Settings, and then Patient form templates:

Select Import on the top right:

You'll then be able to give your template a name, and upload the file:

Once you've chosen the file, it will automatically be uploaded. You can then hit Import template and Cliniko will process it:

After a few moments, the file will be uploaded:

Once the file has been successfully uploaded to Cliniko, it's ready to be used as your form template. You can check it and make any changes if needed:

When using Cliniko on a mobile device or tablet, you have the option to upload your form templates as images directly from your camera or any files stored on your device 🎉!

Head to Settings, and then Patient form templates:

From here, select Import on the top right:

If you use an Apple or iOS device, you'll have the option to select an image from your Photo Library, Take Photo, or Choose Files stored on your device:

Otherwise, if you're using a different device your options will look a little different. For example, Android users may see the option to use their Camera to take a photo and select from their Files/Media folder for any documents or files:
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When attaching files, if you already have an image stored on your phone that you'd like to upload, select Photo Library (on iOS) or Files/Media (on Android). From here, select your preferred image and it'll upload it to your templates.

Otherwise, to take a photo, select Take Photo (on iOS) or Camera (on Android). You'll now see your camera open. Use your device to capture a photo or video of your subject.

If you do not like the photo, select "Retake" (on iOS) or "Retry" (on Android). However, once you're happy with the photo, select "Use Photo" (on iOS) or "OK" (on Android).

You'll now immediately see your image start to process in the template folder. Once finished, you'll be able to check the template and edit it if needed.

We currently support the import of JSON, JPG, PNG, WEBP, or PDF files. If you have an image or a file that isn't supported, you can still import this into Cliniko with a bit of a workaround.

You'll first need to convert the file you have to one of the supported file formats. For instance, if you have a Word document, you can convert this to PDF.

In your Word document, click on File and then Save As...:

Select PDF as the File Format:

Then hit Export. You'll notice that a PDF version of the Word document has been generated in your chosen folder. You can upload this PDF document as the patient form template. 🎉

If you have questions or run into any issues while importing your form templates, feel free to reach out to our support team. We’re here to help! 🤗