Cliniko

Set up your appointment confirmation templates to automatically include patient forms!

Automatically send forms to patients

Create a form that can be sent via email or SMS, rather than in an automated confirmation email.

Send a one-off form to a patient

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

Let patients fill forms out in the clinic

Include a privacy policy in your patient forms, so patients can agree to it when they submit.

Add your privacy policy to patient forms

You won't be able to embed forms into your website, but we can show you how to email them to patients!

Can I embed patient forms into my website?

Share patient forms with other Cliniko users—they can then add the forms to their account!

Export a patient form template

Send intake forms to first-time patients.

How do I send an intake form to new patients only?

Have the patient's profile page automatically update with details from a completed form.

Automatically update the patient record via forms

Emily

Patient form management

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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.

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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.

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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.

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

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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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