Patient Forms - Automatic update on details

It would be a massive help and a time saver if the patient forms would automatically link and update the attention details on their file when completed. At the minute i have a receptionist who has to re type all the details into the patient details section from the form. Seems reasonable to expect it to do it automatically?

Also if you could select on patient forms wether the details are required or not so people can’t skip certain sections. Again it seems like something reasonable and easy to do


I have had a couple of patients say this, the auto populate into the patients details is a must. It would mean that the form link that is sent out would have to have the same structure as the patient details section but would save the clinic to transfer over, save the patient to have to fill in some of the same data that have already given us, either at the time of booking over the phone or in the case of an online booking, possibly on the same day.!

I stand to be corrected but this needs to be a high priority and may be a very easy work around according to software developers I have talked too.


I think so, either by having the forms the same as the client details section. Or in an ideal world have a customisable patient details section! That would be the dream!!


We also would love this to be a feature.
At present we have to manually transfer the New Patient form details over onto the patient’s details.
So doesn’t make life any easier for us at the moment apart from we’re using less paper.


We also agree with above. We integrate with a third party who can auto populate the information in the forms so its quite frustrating that Cliniko can’t populate to their own.

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This feature would be great!

That facility would be a great time saver!

I’m quite surprised this hasn’t been developed already

This! Really annoying and means I don’t really use the client’s details section.

I totally agree. I use the forms as consent forms in my practice but new patient details need to be input manually is a pain. Im using finger -ink but hate that i have to pay extra (a lot extra) for the auto0fill function. annoying!

I think Cliniko adding patient forms is a bonus itself. Cliniko subscription is really affordable compared to other practice management software that is out there.
Also the 3rd party companies have spent money on integrating/designing their software to suit Cliniko; if Cliniko goes and adds those functions themselves the 3rd party partners are going to stop working with Cliniko and then us as the users will be the ones to suffer.

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I agree with Jason. Also, when we are transferring over from the patient form to the patient details, I am finding errors that patients have made and am able to get clarification from the patient before they come in for their first visit.

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Patients details has a standard layout. Why can’t all the fields like on the online booking and the extra fields that are on the patient details page be apit together and then a link able to be sent out to patients (instead of having to send a patient form) in the similar structure to when patients book in online. It could match the patient details section and all that info would autopopulate and go straight into thier file and be ready at their appointment!

Completely agree this would be extremely useful and save a lot of time and errors

Hi everyone,

This is Hootan from Cliniq Apps . I am seeing here that many clinics are requesting improvements for Cliniko Patient forms. Our system addresses most of the requests here and does much more.

Our forefront strategy for our forms are their ‘fill rate’ . Using data gathered from thousands of clinics who use our system, we have created mechanisms that aim maximum ‘fill rates’ to reduce their admin workload from your clinic.

:raised_hands:t2:Our system also automatically detects if someone has not filled the form and can remind them to fill it before the appointment. :raised_hands:t2:

One important aspect of our Patient Forms is that they are not ‘dumb forms’. They already know who your patient is. So, there is no need for your patient to match their name, dob, or email address for recognition. To reduce number of questions asked many clinics do not ask those questions from their patient in our forms, because they have already got their name or phone number in the system.

These are some of the feature requests above that our system addresses:
:+1: update patient details in Cliniko
:+1: mandatory fields
:+1: Flexible Privacy fields (text-base or link)
:+1: We respect your brand. You can define the look and feel of your forms. You can setup your own branding with your own colours and logo.
:+1: We can notify you when someone has filled your form
:+1: We can automatically attach a PDF version of the filled form to Patient Profile in Cliniko.
:+1: Signature Panel
:+1: Customisable body chart
:+1: Responsive (phone, tablet, computer) support

Our forms are not just intended for Intake or Consent (although this is the most use-case). Many clinics use our forms for Outcome Measurement and surveys. Specifically, because you can set our system to send the form to the right person at the right time.
Filling the form by your patient is the beginning of the power of our forms. You can setup Patient Education, onboarding or priming email/sms sequences based on the answers your patients provide in their form. You can also automatically assign tasks to your team based on the answers given.

COVID-19 screening and our ‘Touch-Free kiosk’ can be combined with our forms. This mechanism makes it possible for you to run a more COVID safe practice and eliminates the need to maintain and clean iPads in your clinic. The system automatically detects when your patient will arrive at your clinic. They can check themselves in by clicking only one button on their phone without the need to answer any question. And they can fill your form as soon as they check themselves in on their own phones.

To provide 100% flexibility, we also have ad-hoc form sends. So, anytime (while patient is in the waiting room, or when you are on a call with them) you can send your form(s) with a click of a button via our system.

More important than the forms and their flexibility is their ‘Fill Rate’. Our system helps you not only to go Paperless, but Touch-Free and ensures each and every patient has their matching medium and correct reminders to fill your forms.

Please have a chat with us in our platform we would love to help you.