Web form filling

Everything you need to know about filling out and processing forms online

11 articles in this collection
Written by Brendan Kilfoil and Chris Hetem

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

Updates & changes

Early July 2020 updates to the Inbox

Treatment note creation, manual ID matching, more robust matching, re-processing on error, some visual tweaks & more.

Written by Brendan Kilfoil
Updated over a week ago

Creating treatment notes from web forms

New in July 2020, treatment notes can now be created from web forms responses.

Written by Brendan Kilfoil
Updated over a week ago

Manually specifying a patient match

When the appropriate patient isn't found automatically, this is your escape hatch.

Written by Brendan Kilfoil
Updated over a week ago

Re-processing failed responses

Sometimes things go wrong. So we've added re-processing to make sure they get to go right again.

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 Chris Hetem
Updated over a week ago

What your form will look like on the web

Video inside 📹

Written by Chris Hetem
Updated over a week ago

Processing patient form responses from the web

Understanding where your forms go once completed by patients on the web and how to process them.

Written by Chris Hetem
Updated over a week ago

How to

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 Chris Hetem
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 Chris Hetem
Updated over a week ago

How to sign a web form response (as a practitioner)

This newly-added feature lets you record practitioner signatures along with the form response — after the patient has done their bit.

Written by Brendan Kilfoil
Updated over a week ago