Forms at home

Everything you need to know about filling out and processing forms for patients before their appointment.

12 articles in this collection
Written by Brendan Kilfoil

Overview of form filling on the web

Form filling on the web allows patients to fill out forms on their own device, in the comfort of their own home.

Written by Brendan Kilfoil
Updated over a week ago

Getting started

Setting up your form for use on the web

How to enable your form to be used online

Written by Brendan Kilfoil
Updated over a week ago

What your form will look like on the web

Video inside 📹

Written by Brendan Kilfoil
Updated over a week ago

Processing patient form responses in the Inbox

When automatic processing isn't the right fit, here's how you do things manually.

Written by Brendan Kilfoil
Updated over a week ago

Questions & answers

How do backups & processing reversals work?

Reversals can work without backups, but they're more effective when backups are enabled.

Written by Brendan Kilfoil
Updated over a week ago

How does automatic processing of web form responses work?

How do you turn it on? What patients matches are automatically processed? When doesn't it work?

Written by Brendan Kilfoil
Updated over a week ago

How do email notifications for form responses work?

We can email you when there are forms in your inbox requiring action. Here's how it works.

Written by Brendan Kilfoil
Updated over a week ago

What do I do when there are no matches available on a response?

When the appropriate patient isn't found automatically, refresh or specify!

Written by Brendan Kilfoil
Updated over a week ago

How do I find a patient's ID in Cliniko?

Needing to manually match a patient in the portal? Here's how to find their ID.

Written by Brendan Kilfoil
Updated over a week ago

How do I additional signatures to a web response?

Record practitioner signatures along with the form response — after the patient has done their bit.

Written by Brendan Kilfoil
Updated over a week ago

How do I add a practitioner's API key to the portal?

If using web forms, here's how to add a practitioner's API key to the portal

Written by Brendan Kilfoil
Updated over a week ago

How is the practitioner chosen for treatment note creation?

If a next appointment is found, then the chosen practitioner will be set to the practitioner that is to take that appointment.

Written by Brendan Kilfoil
Updated over a week ago