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Where does the form go after it’s filled?
Where does the form go after it’s filled?

Finger-Ink's Cliniko integration explained

Updated over a week ago

Once a form is completed in Finger-Ink, there's a few things that happen as part of the Cliniko integration.

We'll quickly take a look within Finger-Ink first to see what's changed before hopping over to Cliniko where the real fun is.

Right away after completing a form and returning to the admin area, you can see that the appointment has turned green to indicate that something's been filled out for a particular patient:

If you then select the next tab down (along the left-hand 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":

This is the form's "workflow activity" where 4 things happened:

  • The patient's record was updated in Cliniko

  • A PDF copy of the form was attached to the "Files" (formerly known as "Attachments") section in Cliniko

  • A draft treatment note was created in Cliniko

  • The patient was "checked in" to Cliniko

Let's head over to Cliniko and find the corresponding patient to see these activities over there. 

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.

In fact, all of the Cliniko-specific fields 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. 

A draft treatment note was created in Cliniko.

Next, we'll take a look at our treatment notes for Jerrie. The questions that are a part of our form are used to create a draft treatment note in Cliniko. 

This is handy for things such as a medical history form or a questionnaire, but not really for a consent form. If you don't want this to happen, you can learn how to turn it off here.

A PDF copy of this form was attached in Cliniko.

Now let's look at the "Attachments" or "Files" section. 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):

The generated PDF can be turned off if you'd rather this not happen (learn how here).

The patient was "checked in". 

If you look at the patient's corresponding appointment, you'll see they've been "checked in" and marked as "arrived". 

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