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Adding or changing forms
Adding or changing forms
Creating and customising your forms online.
42 articles in this collection
Written by
Brendan Kilfoil
Overview
How to access the form 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
Creating a new form
Add a new consent or intake & consent form, or import an existing treatment note template from Cliniko.
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 a form's workflow
A quick overview of the actions your form takes once completed and how to go about changing it.
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
Brendan Kilfoil
Updated over a week ago
Tutorial: Adding a new patient Intake form
Before we begin
Things to know before following along with our step-by-step guide, including the PDF form we use as reference.
Written by
Brendan Kilfoil
Updated over a week ago
Step 1 – Sign-in to the online form editor
Step 1 of our step-by-step guide on how to create your very own Intake form
Written by
Brendan Kilfoil
Updated over a week ago
Step 2 – Create a new form
Step 2 of our step-by-step guide on how to create your very own Intake form
Written by
Brendan Kilfoil
Updated over a week ago
Step 3 – Personalise the "welcome screen"
Step 3 of our step-by-step guide on creating your very own Intake form
Written by
Brendan Kilfoil
Updated over a week ago
Step 4 – Remove unneeded questions
Step 4 of our step-by-step guide on how to create your very own Intake form
Written by
Brendan Kilfoil
Updated over a week ago
Step 5 – Add a new section for "Medical Concerns"
Step 5 of our step-by-step guide on how to create your very own Intake form
Written by
Brendan Kilfoil
Updated over a week ago
Step 6 – Add a question for "Are you pregnant?"
Step 6 of our step-by-step guide on how to create your very own Intake form
Written by
Brendan Kilfoil
Updated over a week ago
Step 7 – Add the question "Do you smoke?"
Step 7 of our step-by-step guide on how to create your very own Intake form
Written by
Brendan Kilfoil
Updated over a week ago
Step 8 – Add a new section for our Terms & Conditions
Step 8 of our step-by-step guide on how to create your very own Intake form
Written by
Brendan Kilfoil
Updated over a week ago
Step 9 – Add the "Cancellation Policy"
Step 9 of our step-by-step guide on how to create your very own Intake form
Written by
Brendan Kilfoil
Updated over a week ago
Step 10 – Acceptance & Signature
Step 10 of our step-by-step on how to create your very own Intake form
Written by
Brendan Kilfoil
Updated over a week ago
Step 11 – Enable your form for use on the web
Step 11 of our step-by-step guide on how to create your very own Intake form
Written by
Brendan Kilfoil
Updated over a week ago
Step 12 – Publish your form
Step 12 of our step-by-step guide on how to create your very own Intake form
Written by
Brendan Kilfoil
Updated over a week ago
Step 13 – Test your form
Step 13 of our step-by-step guide on how to create your very own Intake form
Written by
Brendan Kilfoil
Updated over a week ago
What's Next?
Followed along with our step-by-step guide on creating your very own Intake form? See what you can do next
Written by
Brendan Kilfoil
Updated over a week ago
Form management
Syncing forms to your iPads
How to sync your recent form changes to all of your iPads
Written by
Brendan Kilfoil
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's – making common changes to your form
How to change the wording of a question
Including the question prompt, the placeholder, skip button, etc
Written by
Brendan Kilfoil
Updated over a week ago
How do I use my logo on forms and PDFs?
You can specify different logos for use on forms and PDFs.
Written by
Brendan Kilfoil
Updated over a week ago
How to make a question required
Need to have an answer? Make it required. Here's how.
Written by
Brendan Kilfoil
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
Brendan Kilfoil
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
Brendan Kilfoil
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
Brendan Kilfoil
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
Brendan Kilfoil
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 add or change the referral sources question
Keep your referral sources up-to-date and in sync with Cliniko
Written by
Brendan Kilfoil
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
Brendan Kilfoil
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
Brendan Kilfoil
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
Brendan Kilfoil
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
Brendan Kilfoil
Updated over a week ago
Feature deep-dives
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
Troubleshooting
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
Frequently asked questions
Does Finger-Ink support body charts?
The short answer is no, but keep reading for a workaround solution.
Written by
Brendan Kilfoil
Updated over a week ago