Adding or changing forms

Creating and customising your forms online.

Brendan Kilfoil avatar Chris Hetem avatar
43 articles in this collection
Written by Brendan Kilfoil and Chris Hetem
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
Chris Hetem avatar
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.
Chris Hetem avatar
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.
Chris Hetem avatar
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
Chris Hetem avatar
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
Chris Hetem avatar
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
Chris Hetem avatar
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.
Brendan Kilfoil avatar
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.
Brendan Kilfoil avatar
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
Chris Hetem avatar
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.
Chris Hetem avatar
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.
Chris Hetem avatar
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.
Chris Hetem avatar
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.
Chris Hetem avatar
Written by Chris Hetem
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.
Chris Hetem avatar
Written by Chris Hetem
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
Chris Hetem avatar
Written by Chris Hetem
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
Chris Hetem avatar
Written by Chris Hetem
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
Chris Hetem avatar
Written by Chris Hetem
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
Chris Hetem avatar
Written by Chris Hetem
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
Chris Hetem avatar
Written by Chris Hetem
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
Chris Hetem avatar
Written by Chris Hetem
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
Chris Hetem avatar
Written by Chris Hetem
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
Chris Hetem avatar
Written by Chris Hetem
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
Chris Hetem avatar
Written by Chris Hetem
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
Chris Hetem avatar
Written by Chris Hetem
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
Chris Hetem avatar
Written by Chris Hetem
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
Chris Hetem avatar
Written by Chris Hetem
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
Chris Hetem avatar
Written by Chris Hetem
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
Chris Hetem avatar
Written by Chris Hetem
Updated over a week ago