All filled forms are first recorded as a "response" in our portal. As far as where they're stored in your PMS, that's mostly up to you. You specify where it should go on the form itself, but can override this manually in certain cases.
For all new forms you create, two (or three) things will happen by default:
The patient record is updated in your PMS
A PDF will be uploaded to the files section on the patient record.
(iPad app Forms only) The patient is marked as arrived on the appointment.
If you're running Cliniko, you also have the option to create a draft (or final) treatment note from any Finger-Ink form — but this is off by default until you turn it on.
The patient record is updated in your PMS
The first thing that happens after a Finger-Ink Form is filled is the updating of the patient record.
Here's an example from Cliniko:
Almost any field on the patient record can be updated through a Finger-Ink form. That includes all the "difficult to handle" ones that might need the patient to select from a list (like "title"). Unless they don't want to. Then they can specify their own unique answer — just like when editing the record in your PMS.
We support your PMS's version of custom patient fields as well.
Oh, and if you're running Cliniko, this also includes your Referral Sources (handy for your reporting later on).
A PDF is uploaded
The second thing that happens after a Finger-Ink form is filled is the uploading of a PDF version of the form to the patient record.
Here's an example in Cliniko:
It looks like the image below. (oh, and there's a real example attached to this article)
(optionally, for Cliniko) A treatment note is created
If you turn it on, the third thing that happens when a Finger-Ink form is filled is the creation of a treatment note against the patient record in Cliniko.
This is configured to be off by default. It can be crated as draft or finalised as well.
Worth noting:
The note is created as the practitioner the patient is seeing — so only they can edit, finalise or archive it.
By default, the note contains only answers that are not part of the patient record — so name, phone, custom fields etc. aren't included. This can be turned off though.
One of the cool things about the note is that we can define hidden sections on the form itself, which won't get shown to the patient, but will come through to the note.
This is perfect for a canonical medical history note, pinned to the top of the treatment notes on the patient record.
Marking the patient as arrived
You may already know that we've got a Check-in system. This works by marking a patient as arrived in your PMS when that patient selects their appointment.
Finger-Ink forms filled out on the iPad also perform this action — marking the patient as arrived in your PMS — be it Cliniko, Nookal, PracSuite or splose.
☝️ Forms filled via the web do not mark the patient as arrived. Only forms filled via the iPad app, in the clinic, do this.
Here's an example of this happening in Cliniko:
