Forms at home

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

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12 articles in this collection
Written by Brendan Kilfoil
Questions & answers

How do backups & processing reversals work?

Reversals can work without backups, but they're more effective when backups are enabled.
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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?
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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.
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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!
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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.
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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.
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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
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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.
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Written by Brendan Kilfoil
Updated over a week ago