Adding or changing forms

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

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

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

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 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 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

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 Brendan Kilfoil
Updated over a week ago