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How to Add Questions to Your Digital Patient Forms (Cliniko Users)
How to Add Questions to Your Digital Patient Forms (Cliniko Users)

Add questions to your digital forms and automatically sync them with Cliniko via Cliniq Apps—saving time and streamlining your workflows.

Flori avatar
Written by Flori
Updated over a month ago

By integrating Cliniq Apps with Cliniko, you can create patient forms that collect essential information. Any data captured is stored in the patient’s profile without extra administrative work.


Step 1: Start with “Patient Details”

The following fields auto-sync from Cliniq Apps to your practice management software. These are the only fields that can be mapped directly to the “Patient Details” section of your patient’s profile:

  • 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

If you need to collect or update this information, include these fields in your Patient Details part of the form. When a patient fills them out, the data is automatically synced into their record in Cliniko or Nookal.


Step 2: Add “Other Questions”

Any question beyond the auto-sync list above can be added in the “Other Questions” part of your form. These can be:

  • Health history and current complaints

  • Allergies or medications

  • Cancellation policy acknowledgements

  • Marketing questions (e.g., how they heard about you)

You can save these extra Other Questions to either your Treatment Notes or Patient Forms—or both—depending on how you prefer to organize your records.


Cliniko: How to Add Questions

  1. Upload Existing Treatment Notes

    • If you already have treatment note templates with the questions you need, upload them to Cliniq Apps.

    • For setup in Cliniko, see: Create treatment note templates.

  2. Upload Existing Patient Form

  3. Add Questions Manually

    • You can also create new questions directly in Cliniq Apps, rather than uploading pre-existing forms.

    • Two key features available only with manually added questions are:

      1. Weighted Answers

        • This lets you score or rate responses.

        • Example: Asking a patient to rate the severity of their pain on a scale of 1–10.

        • It helps clinicians quickly gauge problem areas and track progress over time.

      2. Logic Conditions

        • This feature hides or shows follow-up questions based on a patient’s previous response.

        • Example:

          • Question: “Do you have private health insurance?”

            • If Yes, ask: “Which provider do you use?”

            • If No, skip the provider question.

        • By using logic conditions, patients only see questions relevant to them, making forms faster and more user-friendly.


By using Cliniq Apps for your digital forms:

  • Auto-Sync: All information—especially the listed “Patient Details” fields—transfers automatically to Cliniko, eliminating manual data entry.

  • Time Savings: Front-desk staff and practitioners spend less time updating records.

  • Improved Accuracy: Patients enter their own information, reducing typos or transcription errors.

  • Streamlined Workflow: Clinicians and administrative staff have immediate access to the latest patient information.

Cliniq Apps seamlessly integrates with Cliniko, making your intake process more efficient and freeing up time to focus on patient care. If you need additional help or have any questions, feel free to reach out to our support team!


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! 🚀

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