Follow the instructions below to ensure that your patients will receive their patient form immediately booking their first appointments.
Under Form Templates create your Patient Form
FORM QUESTIONS:
Patient Details - Select the information you wish to get from your patient relevant to their details. For more information check the intro article HERE.
Other Questions - Select the Treatment Notes Template you created in Cliniko that has all of the questions that you wish your patients to answer.
OPTIONAL:
Copy data to patient notes
Body Chart
For Nookal and Coreplus users you will need to add the questions in your Cliniq Apps account.
APPEARANCE:
Design and brand your patient form.
For email form, in edit email create the following email:
Subject - ACTION REQUIRED: New Patient Form
Hi {FIRSTNAME},
Welcome to our clinic!
It is with great pleasure that we welcome and thank you for choosing us to help assist you. Your appointment will take place on {NEXT_START} with {NEXT_PROVIDER_FIRSTNAME} {NEXT_PROVIDER_LASTNAME} at {NEXT_LOCATION}. Please fill out the following form before your first visit to our clinic. This form will help us get you started on the right track towards your perfect health.
Regards,
Clinic Name
For SMS Form form, in edit SMS create the following SMS:
Hi {FIRSTNAME},{NEXT_PROVIDER_FIRSTNAME} is looking forward to meet you on {NEXT_START}. Please fill this form before you come.
Clinic Name
ADDITIONAL SETTINGS:
REQUIRED
Fill the form for...
Email address to receive notifications when the form is filled
OPTIONAL
Save a copy of the submitted form as PDF file
Add a signature pad at the end of the form
Ask privacy policy consent question
Once done, SAVE your patient form and proceed to the next step.
2. Click on Automation Rules and Click on New Automations
Then:
Name the Automation for your reference.
Select unsubscription category
Select unsubscription automation type. For information about automation categorization and type click HERE.
Select the iteration of the automation
Click Continue to proceed to the next steps
Click the SELECT button and choose Patients with Appointments
Select the clinic location and click the and button
Then choose their appointment
And set it to less than 1 month remain before next appointment then click the and button
Select their number of past appointments and set it to 0-0
And click the then button and choose communicate with patient
Select the patient form that you created and set it to 1 hour later
Click on Apply Changes
Then Save Automation
To start the automation simply click the PLAY ▶️ button.
When you activate this automation, your patients will receive the patient form an hour after booking their first appointment in your practice management software.
If you have any questions, please chat with us in your Cliniq Apps web messenger.
Enjoy growing your practice!
Cliniq Apps 🚀