Patient forms are critical for gathering accurate patient data, but getting timely responses can be challenging. Sending forms via SMS dramatically improves completion rates due to their high open rates and immediacy. With SMS messages being opened at rates close to 98%, compared to just 20% for email, SMS proves to be a significantly more effective tool for patient communication.
Why SMS is Superior:
SMS Open Rates: ~98%
Email Open Rates: ~20%
Faster responses and higher completion rates
SMS enhances patient convenience and ensures efficient management of your clinic's administrative processes.
Step-by-Step Guide
Step 1: Patient Details
Include these auto-sync fields for direct updating of patient records in Cliniko or Nookal:
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
Responses automatically update patient 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 (*).
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.
Step 3: Customize Form Appearance
Add your clinic’s branding elements like logos and color schemes
Tailor the form design and calls-to-action to reflect your brand identity
Step 4: Send via SMS
Craft a brief SMS message:
Sample SMS:
"Hi {FIRSTNAME}, {NEXT_PROVIDER_FIRSTNAME} looks forward to meeting you on {NEXT_START}. Please complete this quick form before your visit
Clinic Name"
This is what it looks when it is sent to the patients. The second SMS is a link to the patient form.
Additional Form Settings
Fine-tune your form preferences with additional settings:
Assign practitioner based on completion timing (next or last practitioner)
Set up email notifications upon form submission
Configure saving options (Cliniko only)
By leveraging SMS to send patient forms, Cliniq Apps helps your clinic streamline administrative workflows, reduce manual tasks, and significantly improve patient response rates. Simplify patient management and provide a superior experience for both your staff and your patients.
For sending forms automatically after booking appointments, please refer to this detailed guide on the button below:
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! 🚀
