Forms and consent

Build, publish and automate forms, consent and aftercare.

All topics

Getting going

  • Create a form

    Build your own consent form, medical questionnaire or aftercare form from scratch, with wording, questions and an optional signature.

    • Owner
  • Use a form template

    Adopt ready-made consent, questionnaire and aftercare wording from the form templates, as your own copy to send as it is or edit first.

    • Owner
  • Link forms to appointment types

    Choose which consent forms, questionnaires and aftercare forms go out for each appointment type, or send a form with every booking.

    • Owner
  • Send forms automatically

    Set when patients receive consent forms and questionnaires before an appointment, and aftercare forms after it, and resend forms for a booking.

    • Owner
  • Complete a form with a patient in clinic

    Open a consent form or questionnaire on a clinic tablet or computer so the patient can complete and sign it while they're with you.

    • Everyone
  • View completed forms and signatures

    Find a patient's signed consent forms, questionnaire answers and aftercare acknowledgements, and see exactly what they were shown.

    • Everyone
  • Deactivate or delete a form

    Stop using a form you no longer need. Deactivate a form that has been used, or delete one that has never been sent or attached.

    • Owner

Understanding it

  • How forms work in Clinicify

    Consent forms, medical questionnaires and aftercare forms: how you build them, how they reach patients, and where the signed copies are kept.

    • Everyone
  • Publishing forms and versions

    Why forms are drafted then published, how editing a live form creates a new version, and why signed forms always keep their original wording.

    • Owner