Adding or changing forms

An overview of the new form editor

Reduce the time it takes to fill out a form, stop asking unnecessary questions, enhance your branding.

Written by Brendan Kilfoil
Updated over a week ago

What existing customers can expect with the new web form editor

No more treatment note template editing, edit on the web instead of on the iPad.

Written by Brendan Kilfoil
Updated over a week ago

How to access the new editor

Where to find the new editor, and how to get started creating and changing forms.

Written by Brendan Kilfoil
Updated over a week ago

An overview of the new editor's user interface

What each of the main parts of the editor are, and what they're used for.

Written by Brendan Kilfoil
Updated over a week ago

Understanding sections, screens and fields

What are sections, screens & fields? What about the questions?

Written by Brendan Kilfoil
Updated over a week ago

Understanding the different field types

e.g. text boxes, options to choose from, Cliniko-specific data, etc

Written by Chris Hetem
Updated over a week ago

Understanding a form's workflow

A quick overview of the actions your form takes once completed and how to go about changing it.

Written by Chris Hetem
Updated this week

Syncing forms to your iPads

How to sync your recent form changes to all of your iPads

Written by Chris Hetem
Updated over a week ago

Archiving a form to remove it from your iPad(s)

Archive unneeded forms, and they'll disappear from your iPads.

Written by Brendan Kilfoil
Updated over a week ago

Unarchiving a form to add it back to your iPad(s)

Archived forms can be unarchived to become active once more.

Written by Brendan Kilfoil
Updated over a week ago

How to change the wording of a question

Including the question prompt, the placeholder, skip button, etc

Written by Chris Hetem
Updated over a week ago

How to make a question required

Need to have an answer? Make it required. Here's how.

Written by Chris Hetem
Updated over a week ago

How to change the background image

Pine trees not your thing? No worries – here's how to change it.

Written by Chris Hetem
Updated over a week ago

How to change a field's type

e.g. single-line text, multi-line text, select lists, etc

Written by Chris Hetem
Updated over a week ago

How to ask a follow-up question or only ask a question some of the time

Visibility logic – ask questions based on answers to previous questions

Written by Chris Hetem
Updated over a week ago

How to ask for consent or receive acceptance to your policies

consent, privacy policies, terms and conditions, etc

Written by Chris Hetem
Updated over a week ago

How to remove the "I do not accept" option from a policy

Spoiler alert: make the policy field required.

Written by Brendan Kilfoil
Updated over a week ago

How to add the patient name into some text

In a policy, question prompt or the welcome screen.

Written by Brendan Kilfoil
Updated over a week ago

How to change the referral sources question

Keep your referral sources up-to-date and in sync with Cliniko

Written by Chris Hetem
Updated over a week ago

How to ask for a new or different signature

If you need different signature requirements, this article will show you how.

Written by Chris Hetem
Updated over a week ago

How to disable the draft treatment note, or make it final.

Draft? Final? No note at all? We can do that.

Written by Chris Hetem
Updated over a week ago

How to disable the generated PDF from being sent from Finger-Ink to Cliniko

Not interested in attaching a PDF copy of your form to Cliniko? No problem.

Written by Chris Hetem
Updated over a week ago

How to include your business details on the generated PDF

Business details, or any other info you want on every PDF.

Written by Chris Hetem
Updated over a week ago

Follow-up questions AKA visibility logic

Reduce the length of your form by asking follow-up questions only when they need to be asked.

Written by Brendan Kilfoil
Updated over a week ago

I've got duplicates of each form, how do I remove all but one of each?

Duplicates can be created if you upgrade from an earlier version of Finger-Ink. Archive them to get rid of them!

Written by Brendan Kilfoil
Updated over a week ago

Why isn't my form showing up on my iPad?

Forms need to be published before they are pushed out to your iPads. Learn more about the different states of a form here.

Written by Brendan Kilfoil
Updated over a week ago

Does Finger-Ink support body charts?

The short answer is no, but keep reading for a workaround solution.

Written by Chris Hetem
Updated over a week ago