What is an In-Practice Form?
An In-Practice Form is a digital questionnaire patients fill out when they arrive at your clinic. Instead of handling paper forms, your staff can direct patients to complete their details quickly and accurately using a tablet (iPad or Android) or by scanning a QR code with their own phones.
Why Cliniq Apps?
Cliniq Apps empowers clinics by automating patient intake and data syncing to practice management software (e.g., Cliniko, Nookal). This removes the need to manually transfer handwritten notes, reduces administrative errors, and saves your team valuable time.
You can create your own form, customize it with branding, and gather any necessary patient information before their appointment begins.
Step-by-Step Guide
1. Access the Form Templates
In Cliniq Automations, navigate to Form Templates.
Select In-Practice Form from the available template options.
You are now ready to start building and customizing your form.
2. Start with “Patient Details”
Begin by selecting the patient identifiers in the “Patient Details” section.
The form allows up to five identification fields:
First Name
Last Name
Date of Birth
Email
Mobile Phone
Important: Patients must enter these details exactly as they appear in your practice management software (Cliniko or Nookal). If there is any mismatch (e.g., a missing middle initial, a different phone number, etc.), patients will see an error message:
Unable to find patient profile - Please have a chat with your clinic.
Once the patient details match, Cliniq Apps will automatically pull up the correct profile.
3. Include Additional Patient Details
Continue adding any other information you need from the patient. The following fields can be auto-synced from Cliniq Apps directly into your practice management software (Cliniko or Nookal). If you need to collect or update these details, include them in your Patient Details portion:
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
When a patient completes these fields, the data will automatically sync to their record in your practice management system.
4. Add “Other Questions”
After finalizing the Patient Details, proceed to the “Other Questions” section. Here you can include any questions beyond the standard auto-sync list above, such as:
Health history and current complaints
Allergies or medications
Cancellation policy acknowledgements
Marketing questions (e.g., “How did you hear about us?”)
Tip: For detailed steps on how to add “Other Questions,” see the following guides:
Cliniko users: Customise your digital patient forms on Cliniko
Optional: Body Chart
You can also add a body chart to the form—either use the default Cliniq Apps version or upload your own custom image for patients to indicate areas of concern or pain.
5. Customize Appearance
To maintain a professional look and consistent branding, you can adjust the following:
Practice Header Image: Add your clinic’s logo or any relevant banner image.
Colors and Styles: Match the form’s color scheme to your brand.
Contact Details and Calls to Action: Ensure patients have clear directions and know how to submit the form.
6. Additional Settings
Within your form settings, you can:
Choose how “Other Questions” are saved:
Cliniko Users: Save to Treatment Notes, Patient Forms, or both.
Nookal Users: Responses to “Other Questions” will be saved in the Clinical Notes section.
Configure notifications: Decide if and how your team is notified when a patient completes a form.
Request signatures and privacy consent: Obtain digital acceptance from patients for key documents (e.g., terms and conditions).
7. Save Your Form
When you’ve finished customizing the form, select “Save Form.” Once saved, Cliniq Apps will automatically generate:
A URL for your form: Use this link on a tablet (iPad or Android) and save it to the home screen like an app.
A unique QR code: Print this code and display it at your front desk, waiting area, or anywhere else convenient. Patients scan it with their phones and fill out the form immediately.
By following these steps, you’ll have a fully customized In-Practice Form to streamline patient intake. Patients can quickly confirm or update their details, saving your clinic time and ensuring accurate data in your practice management software.
Cliniq Apps integrates seamlessly with Cliniko or Nookal to automate patient data entry—giving you and your staff more time to focus on patient care. Once your form is set up, you can continue to refine it, adjust additional questions, and incorporate patient feedback to improve efficiency even further.
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! 🚀
