You can now create patient forms in Cliniko, and your patients will be able to securely fill them out before their appointments! This may be useful when it comes to COVID-19, especially if you need to get critical information from your patients before they come in for their appointment. These forms will also be helpful if you’re offering telehealth appointments, and physical paper forms aren’t an option.
When you create a form, you’ll be able to include a link to it in your appointment confirmation emails and reminders—so your patients will be able to fill out the required information prior to their appointment. When they submit the form, it will be sent right to their patient details (there will also be a link to it on the appointment)—so you’ll be able to easily review it at any time.
Check out a video overview of how patient forms work:
Read on to learn how to set them up!
Setting up patient forms
To get started, you’ll head to Settings, and then Patient form templates:
You’ll then add a new template:
From there, you can give it a name, add sections, and specify the permissions:
Note: If you tick the box next to “Contains health information”, it means that only a practitioner can view the completed form because it’s likely there will be confidential health information in it.
As you create sections, you’ll see that the form is quite similar to how treatment notes look! The main difference is that it’s the patient filling this out—not the practitioner.
Once you create your template, you can include a link in your confirmation and reminder templates—this means the form will be automatically emailed to your patient, and they can fill it out and submit it back to you!
Sharing forms with your patients
Once you’ve created the form template, you can add a link to your confirmation and reminder templates.
Within each template, you’ll see a new dropdown menu—
Selecting this will allow you to select a specific form and include a link in the template. For example, here we’re including a link to a COVID-19 screening form:
When your patient hits that link, they’ll be brought to a page that looks something like this:
Once the form is submitted, it can be found as a link on the patient’s appointment:
It can also be found under the “Forms” section of the patient’s details:
When selected, you’ll be able to see a list of all forms this patient has submitted:
And you can view each one (as well as see what appointment it’s related to):
Forms can be used for pretty much anything you need, and right now, we know they might come in particularly handy with regards to COVID-19. As many people are also offering telehealth appointments, using the patient forms feature will help ensure that you get the information you need without the hassle of paper!
As usual, if you have any questions, our support team is here to help!