How forms work in Clinicify
- Everyone
On this page
Forms let you collect consent, medical history and aftercare acknowledgements from patients without paper. Patients complete them in the patient portal before or after their appointment, or on a device in your clinic.
The three types of form
| Type | What it’s for | Signature |
|---|---|---|
| Consent form | Wording the patient reads and agrees to before a procedure | Drawn signature required by default |
| Medical questionnaire | Questions the patient answers, such as medical history | Drawn signature required by default |
| Aftercare form | Advice the patient reads and acknowledges after treatment | No signature by default |
Consent and aftercare forms end with an acknowledgement statement the patient ticks. You can turn the drawn signature on or off for any form.
Live forms and form templates
Your forms are managed in Clinic settings > Clinic > Forms, which has two tabs:
- Live forms are your clinic’s own forms. Only these can be sent to patients or attached to appointment types.
- Form templates are ready-made wording you can adopt. A template is never sent as it is. When you add one, you get your own copy to keep, edit and publish. Later changes to the template don’t alter a copy you already have.
You can also start a form from scratch with Blank form.
Drafts, publishing and versions
Every form is edited as a draft. Patients only ever see a published version. When you change a published form, you edit a new version and publish it; the old version is kept, and anything a patient already signed stays linked to the exact wording they saw. See Publishing forms and versions.
How forms reach patients
- You attach forms to an appointment type, or mark a form to go with every new booking.
- Your Form automation settings decide when they’re sent: when the booking is made, a set number of days before, or (for aftercare) after the appointment.
- The patient gets an email asking them to complete their forms in the portal. The email gives a count of forms, never their titles, so it doesn’t reveal the treatment.
If a patient is with you in person, any member of your team can open a form on a clinic device for them to complete and sign.
Where completed forms are kept
Completed forms appear on the Forms tab of the patient’s record, showing the wording the patient was shown, their answers, the acknowledgement and their signature. Answers are stored encrypted. Patients can reopen their own completed forms in the portal.
What you can do
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Related articles
- Create a form Build your own consent form, medical questionnaire or aftercare form from scratch, with wording, questions and an optional signature.
- 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.
- 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.
- View completed forms and signatures Find a patient's signed consent forms, questionnaire answers and aftercare acknowledgements, and see exactly what they were shown.