In the past, you could only copy a unique link to the form and then send it to your patient via email (or perhaps SMS if you wanted). There wasn’t a way to easily—and automatically—send it from “within” Cliniko.
With this change, you now have multiple options for getting the form to the patient: emailing directly from Cliniko, sending via SMS, and creating a QR code for the patient to scan when they arrive at the clinic. We still have the old option of simply copying the link to the form, as well!
To find these new options, head to the Forms section in the patient’s profile, and either add a new form, or select “Send to patient” under the Actions menu next to an existing form:
You’ll then be presented with the new options of sending via email, SMS, showing a QR code, or copying the link:
Sending via email and SMS will allow you to directly send the form to the patient’s email or mobile number, straight from Cliniko. If you opt for the QR code, you’ll want to wait until the patient is in the clinic, and then when they arrive and you genearate the code, it will look something like this:
You can show them the code, and they can scan it with their mobile device, and subsequently fill out the form and submit it back to you!
This should help make getting forms to patients a whole lot easier, especially if they forgot to fill a form out prior to coming in for their appointment!
For a full breakdown of how the new options work, head over to this guide on our support site!