Cliniko

Create forms that your patients can fill out online and securely submit back to you.

Getting started with secure patient forms

Require that certain questions in your patient forms be mandatory.

Add required questions to patient forms

Display your logo on secure patient forms, which can be sent directly to your patient and completed online!

Add your logo to patient forms

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

Create patient form templates

When you send your forms out to patients, they can digitally sign them!

Let patients digitally sign forms

Automatically send your patients a PDF copy of their completed forms.

Email patients a copy of their completed forms

Import an image or PDF file directly into Cliniko.

Upload your own patient form templates

Here’s what to do if you run into issues uploading patient form or treatment note templates.

Troubleshooting errors when uploading templates

Emily

Getting started with patient forms

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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