Every form has a workflow. Workflow is just the name we gave to the set of steps that occur after a form is filled. By default your form will update the patient record in Cliniko, add a PDF to the Files section of the patient record in Cliniko and, if the form was filled out on an iPad, mark the patient as arrived on their appointment.

In this article, we'll guide you through changing this workflow. Learn how to enable the update of patient information, manage the creation of PDF copies for filled forms, add your logo and business details on the PDF, and manage if/how treatment notes are created.

The patient's record in Cliniko is updated by default when the response is processed with all the patient fields present on the form.

This option is enabled by default. Here's how you can change it:

Finger-Ink generates a PDF copy of the filled form upon completion by default. This includes all patient responses, and any signatures present.

This PDF is then attached to the patient's record in Cliniko under the Files section.

If this isn't the behavior you want, find the "Workflow" section at the bottom of the form editor and toggle the switch off:

The PDF generated and uploaded to Cliniko your logo in the upper right-hand corner of the document by default. If you prefer not to include this, toggle the button to turn it off.

Furthermore, you can add any custom text to appear underneath this logo. This is useful if you'd like to also display something like your clinic's address.

Treatment notes can be created from your filled forms. This can be useful when you might need to update patient information, or add your own administrative notes alongside their responses. (the latter can be achieved by hiding form elements during filling, but these will still display on the treatment note)

When enabled, a treatment note will appear against the patient record in Cliniko, once the form has been processed. This treatment note is our best attempt at compressing the information given in the filled form into the treatment note format. Then, if the treatment note is created as a draft, you can edit this to change or add information.

This behaviour used to happen by default for all new forms, but now needs to be explicitly enabled. Once enabled, you have a couple more options:

Toggle the switch to either "Create as draft only" or "Create as finalised." This does exactly what you'd expect in Cliniko.

You can also choose to include or exclude standard patient details in your treatment notes. Including standard patient details will mean that any update that would otherwise just go to the patient record (such as name or address) will also come through to the treatment note.

If you prefer not to create a treatment note at all, just toggle the option off.