Save valuable time and enhance patient experience by sending patient forms directly via email. Patients can conveniently complete forms before their appointments, and responses sync seamlessly to your Cliniko or Nookal account, simplifying your workflow and improving accuracy.
Recommended Workflow
Send patient forms via email first. If a patient hasn't completed the form closer to their appointment date, send a follow-up via SMS two days prior. SMS messages have a significantly higher completion rate—open rates are around 98%, compared to 20% for emails.
Step-by-Step Guide
Step 1: Patient Details
The following fields sync automatically to Cliniko or Nookal. Include these fields if you wish to update patient records:
First Name
Last Name
Title (Mr., Mrs., etc.)
Date of Birth
Email
Street Address
City
State
Country
Post Code
Mobile Phone
Home Phone
Medicare Number
Occupation
Emergency Contact Name and Number
Data entered by patients will directly update their profiles.
Step 2: Add Other Questions
You can add customized questions beyond basic patient details. Examples include:
Health history and current concerns
Allergies or current medications
Cancellation policy acknowledgment
Marketing insights (e.g., how patients discovered your practice)
Detailed Guides:
Patient answers will be saved as drafts in treatment or clinical notes for practitioners to review and finalize.
Note: Mark questions mandatory by adding an asterisk (*) at the end.
Optional Settings
Copy Data to Patient Notes: Automatically save form responses to patient notes.
Body Chart: Upload a custom body chart or use the default provided.
Appearance Customization
Customize your forms to match your practice branding by:
Adding your clinic's contact details
Including a branded header image
Choosing colors and styles to reflect your brand
Create and Send the Email
Sample Email:
Hi {FIRSTNAME},
Welcome to our clinic! Your appointment is scheduled for {NEXT_START} with {NEXT_PROVIDER_FIRSTNAME} at {NEXT_LOCATION}. Please complete this form at your earliest convenience to streamline your visit.
Thank you—we look forward to seeing you soon!
Warm regards,
[Clinic Name]
Additional Form Settings
Adjust additional form settings such as:
Practitioner assignment (next or last practitioner based on when the form should be completed)
Email notifications upon form submission
Saving responses (Cliniko only)
Automating patient forms with Cliniq Apps streamlines your practice operations, reduces manual data entry, and enhances patient satisfaction. Take advantage of Cliniq Apps' smart integration to simplify your patient onboarding process, making form completion effortless for both your patients and your team.
For sending forms automatically after booking appointments, please refer to this detailed guide:
Need Assistance?
If you have any questions or require further support with Cliniq Apps, please chat with us via the Cliniq Apps messenger or email us at support@cliniqapps.com.
Enjoy growing your practice with Cliniq Apps! 🚀
