By this stage you should have most of your check-in flow sorted. This article is all about how you can ensure that forms are filled prior to appointments.
As we're talking forms — this part only applies to clinics running Cliniko.
To Form or not to Form
☝️ Available only for Cliniko.
Requiring forms to be filled out during check-in has the advantage of catching any of your patients who missed filling out their forms prior to coming in.
The iPad is smart about it — and can be configured to only require those Forms in cases where they haven't been filled prior.
If a form is required, however, this can sometimes slow down the check-in process, which may cause a bit of a queue in the waiting room.
If you do want to have check-in as a backup to in-advance form filling, then make sure you've added your form templates, and have configured them to send out automatically — so it's the exception rather than the rule.
Form requirements
Form requirements are how you make sure that your patients fill out their Forms before their appointment. Form requirements are specified by appointment type. You can require any number of Forms before any appointment type. You can also specify how often to require the Form.
Here's an example setup:
In this example, the New patient form is required for anyone checking in to an Initial appointment.
However, it's only required for an Assessment appointment if not filled out previously.
You can have as many form requirements as you like.
Intervention / Safety Net
☝️ Available only for Cliniko, and only if forms are required.
During regular Form filling, we check the entered name against the name we expect and, if different, throw up a screen instructing the patient to ask for assistance. We call this the Safety Net.
The default behaviour during check-in is to hide the patient name during Form filling. Then, if the name entered by the patient is different from what is on the appointment, we'll throw up the screen asking the patient to ask for assistance.
This is the "Require intervention if appropriate" option:
Although not recommended, we give you the option to disable this feature.
Next Steps
Once you've got everything configured as you'd like, it's time to make sure your branding is on-point by ensuring you're showing the right logo on the right iPad.