First, make sure that you have setup your API keys for your practitioners. Please read HERE.

You can now send the form via SMS. The patient will receive 2 SMS simultaneously. One customised by you and the other is the link to the patient form of your choice. Research shows SMS delivery rate is 70% higher than emails and its open rates are as high as 98%, compared to just 20% of all emails this is the best type of form for you to send if you want a better completion rate.

Check how you can create and customize the questions of your digital patient form in HERE.

Step by step guide



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 questions that you wish your patients to answer.


  • Copy data to patient notes

  • Body Chart

Every section of the treatment notes will be displayed in a separate page of the form. You can create your customised patient form by creating your own treatment note template on your Cliniko in Settings->Treatment Note Template.

Answers from your patients will be saved as a draft in their treatment notes, the practitioner can then accept them as final.

You can also select "Copy data to patient notes' if you wish to have the answers also saved as notes in the patient details.

Note: using an asterisk at the end of your treatment note in your practice management software makes the field mandatory to your patients. Thus, they cannot submit the form if these fields are not filled.

For Nookal and Coreplus users you will need to add the questions in your Cliniq Apps account.


Design and brand your patient 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

This is what it looks when it is sent to the patients. The second SMS is a link to the patient form.

If you want to send it to those who just booked their first appointment, please follow the instructions in this article.

If you have any questions, please chat with us in your Cliniq Apps web messenger.

Enjoy growing your practice!
Cliniq Apps 🚀

Did this answer your question?