(This is step 4 of a 4-step guide on creating a custom form)

By this point, we've created a template, configured a form from that template, and took it for a test drive. Fun stuff indeed, but the real fun is actually just getting started. Let's see what happens to the form and its data once completed.

We'll quickly take a look within Finger-Ink first before hopping over to Cliniko.

Right away after completing the form (from Step 3) and returning to the admin area, you can see that the appointment has turned green to indicate that something's been filled out:

If you then select the next tab down (along the lefthand side), you can see the completed form in the Review section:

Go ahead and tap on it and you'll see all the info from the completed form, including a signature and timestamp down the bottom:

You may have noticed something back toward the top though - the "activity":

Hmm... what's that all about? 🤔

Well, 3 things happened when the form was completed:

  • The patient's record was updated in Cliniko
  • A draft treatment note was created in Cliniko
  • A PDF copy of this form was attached to the "Files" (formerly known as "Attachments") section in Cliniko

Sounds like we should head on over to Cliniko! Let's do that now. 

When in Cliniko find your test patient, in this case, Jerrie Hatrick, so we can go through each of the 3 activities that occurred.

The patient's record was updated in Cliniko. 

The changes here are minimal, but important. If we had changed the patient's name (say from a spelling mistake), the form would've been used to update the patient's name directly in Cliniko as it had used the built-in name question (remember we turned this on back in Step 2?). 

In fact, all of the built-in question are used to update a patient's record directly. If you only take certain information at the time of booking or want to ensure the info you did take was correct, including these questions on your form is a great way to ensure you have the most up-to-date info. 

Not only that, but our Privacy Policy question (remember we added this back in Step 1?) was used here as well. Notice the "accepted" answer? That's all because we added #privacy-policy to our question's title:

Here's a full list of built-in questions and more info about what hashtags are available.

A draft treatment note was created in Cliniko.

Next, we'll take a look at our treatment notes for Jerrie. As you can see, the questions we created in our treatment note template (from Step 1) are used to create a draft treatment note. 

We understand it doesn't always make sense to have a treatment note created (and we're working on that), but creating it as a draft gives you the opportunity to delete it, make changes/add notes if needed, and then finalise it when you're ready as part of your workflow.

A PDF copy of this form was attached in Cliniko.

Lastly, let's look at the "Attachments" or "Files" section for Jerrie. Here you can see a new PDF was attached:

If you click on it, you'll see the actual PDF copy of your form with every piece of information (including name, consent/policies, signature, and timestamp):

So, what's next? To create your own of course!

You can follow along with the example again, swapping your own info/questions where appropriate, or take a deeper dive into things.

Here's an overview, some general how to's, and even a few tips you may find useful.

And as always, please don't hesitate to get in touch if you have questions or get stuck anywhere as we're always happy to help! 😄

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