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Adding or changing forms
Creating and customising your forms online.
44 articles
Before we begin
Step 1 – Sign-in to the online form editor
Step 2 – Create a new form
Step 3 – Personalise the "welcome screen"
Step 4 – Remove unneeded questions
Step 5 – Add a new section for "Medical Concerns"
Step 6 – Add a question for "Are you pregnant?"
Step 7 – Add the question "Do you smoke?"
Step 8 – Add a new section for our Terms & Conditions
Step 9 – Add the "Cancellation Policy"
Step 10 – Acceptance & Signature
Step 11 – Enable your form for use on the web
Step 12 – Publish your form
Step 13 – Test your form
What's Next?
How to change the wording of a question
How do I use my logo on forms and PDFs?
How to make a question required
How to change the background image
How to change a field's type
How to ask a follow-up question or only ask a question some of the time
How to ask for consent or receive acceptance to your policies
How to remove the "I do not accept" option from a policy
How to add the patient name into some text
How to add or change the referral sources question
How to ask for a new or different signature
How to disable the draft treatment note, or make it final.
How to disable the generated PDF from being sent from Finger-Ink to Cliniko
How to include your business details on the generated PDF