Skip to main content
All CollectionsEditing FormsCustomisation
How do I put my privacy policy on a Form?
How do I put my privacy policy on a Form?

Learn how to use the privacy policy field to ensure your patient's consent is recorded in Cliniko.

Brendan Kilfoil avatar
Written by Brendan Kilfoil
Updated over a week ago

Your patients' privacy is already important today, and will only get more and more important as privacy laws are strengthened all over the world. Let's dive into how to ensure that a patient's consent to your privacy policy is recorded.

Privacy policy consent in Cliniko

The privacy policy status on a patient record in Cliniko lets you record whether or not a particular patient has accepted your privacy policy. This is it in it's default state — niether accepted nor rejected:

When a patient of yours rejects your privacy policy, a red bar will appear across the top of the screen to indicate that there's work to be done — either to re-explain your privacy policy and get them to accept it, or to delete their patient record. Here's what that looks like:

Getting privacy policy consent on a Form

We have a special field type called the privacy policy field type which automatically links with the privacy policy status on the patient record in Cliniko.

To add this to your Form, add a field as you normally would, then set it's type to "privacy policy", as below:

The privacy policy field itself is where you add your privacy policy. It's the long-form text that your patient will need to accept in order to use your services.

The field below the privacy policy field is added automatically. When the privacy policy field is options, it contains the options "I accept" or "I do not accept". Making the privacy policy field required will reduce these options to "I accept" only:

☝️ You should check your legal obligations before setting the field to required.

Did this answer your question?