Finger-Ink

Learn about how you can create and edit Forms in Finger-Ink.

Adding & Editing Forms Overview

Learn how we can take all the hard work out of getting you setup, or optimised with your Forms in Finger-Ink.

Can the Finger-Ink team help me with my Forms?

Learn about the new features you can take advantage of in version 6 of the Finger-Ink Form Editor.

What's new in version 6 of the Form Editor?

Brendan Kilfoil

Sarah David

Creating and customising your forms online.

Editing Forms

Learn how to find the Form Editor editor, to start creating and editing forms.

How do I access the Form Editor?

Learn how to get your Forms into Finger-Ink.

How do I create a new Form?

Learn how our shared forms library helps you shortcut your way to great forms.

How do I use shared forms?

Learn about the different components that make up the Form Editor.

Getting to know the Form inside the Editor

Learn how to duplicate an existing Form, or quickly unpublish a Form.

Managing Forms outside the Editor

Guide on how to unpublish forms in the Finger-Ink Portal

How to remove a form in the Portal

The Basics

The best way to learn how to make a Form is to watch someone else do it. In this article, Sarah will show you how it's done.

Watch a video of Sarah customising a new Form 🎥

Learn how to decide what type of field you should use to capture some information from a patient.

How do I choose the type for a field?

Learn how custom patient fields from Cliniko integrate with Finger-Ink Forms.

How do I add a custom patient field to my Form?

A picture is worth a thousand words, so get your patients to draw you one!

How do I add a body chart, drawing or image field?

Learn how to use the calculation field to introduce scoring to all Forms that require it.

How do I add scoring / calculations to my Forms?

Learn how to use Themes to present an on-brand look and feel to your patients.

How do I add a Theme to a Form?

Learn how you can get your logo to show during form filling and on the produced PDF.

How do I show my logo during Form filling,  and on the PDF?

Learn how you can use placeholders to make your Forms feel even more personal and engaging.

How do I personalise Forms with placeholders?

Learn how to use videos in your Forms to improve patient retention.

How do I add a video to my Form?

Learn how some standard patient fields can be customised further to suit your clinic or the patient.

How can I customise a standard patient field?

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

How do I put my privacy policy on a Form?

Learn how visibility conditions lets you hide things from your patients, while adding them to the created Treatment Note.

How do I hide something on a Form, but not the Treatment Note?

Learn how to use visibility logic to add follow-up questions to your Forms.

How do I ask a follow-up question based on a previous answer?

Learn how to change the background image, and adjust the text shown to your patients when they first see the form.

How do I personalise the Welcome screen?

Learn how to customise the Acceptance section to add new signature fields.

How can I add another signature?

How do I change what happens to my form upon completion?

Learn how to make sure you gather the information you need.

How do I guarantee an answer?

Learn how to use the required attribute to ensure that patients agree to your policy, or they can't finish the form.

How to guarantee your policy is accepted

Learn how to adjust Screen prompt, Sub-Prompt, Skip Button, and Field Text.

How to change screen and field text

Keep your referral sources up-to-date and in sync with Cliniko

How to add or change the referral sources question

How to add hyperlinks to your form

Learn how to change what happens in the patient's browser immediately after they complete a form.

Conditional web completion flows

Customisation

⏳ We're in the process of converting these for the new Editor

Including the question prompt, the placeholder, skip button, etc

How to change the wording of a question

Pine trees not your thing? No worries – here's how to change it.

How to change the background image

consent, privacy policies, terms and conditions, etc

How to ask for consent or receive acceptance to your policies

Reduce the length of your form by asking follow-up questions only when they need to be asked.

Follow-up questions AKA visibility logic

Old Editor

Finger-Ink Portal

Find answers and get help from Intercom Support and Community Experts

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