Patient registration and consent forms, filled in and signed on the patient's phone
Patients fill in your registration and sign your consent to treatment from one link or QR code before the first appointment. If the consult leads to a procedure, they read your consent and quote on their phone afterwards and sign once. The signed PDF goes on their record, and to Cliniko or PracSuite when connected.
Full Professional access for 30 days. No card. Registration and consent forms stay free on every plan after that.

How it works: patients fill in your registration and sign your consent to treatment on their own phone, from one link or QR code, before the first appointment. Both land on their record. If the consult leads to a procedure, you send your own consent and quote from their record; they read it, can mark a question, and sign once. The signed PDF stays on their record exactly as signed, and is filed to Cliniko or PracSuite when connected. Registration and consent forms are free on every plan, and data for Australian practices is stored in Sydney.
Registration at booking, procedure consent after the consult
Four steps. The third happens only when the consult leads to a procedure.
At booking
Registration and your consent to treatment
Send one link when you book, or download its QR code for the front desk. The patient fills in your registration on their own phone, checks it on one screen, and signs your consent to treatment in the same link. Both arrive on their record, and you get an email.
The appointment
Their answers, ready on their record
Every answer has its own copy button, plus Copy All and a PDF. With Cliniko connected, the registration PDF is attached to their Cliniko patient once they’re matched.
Only if a procedure follows
The consent and quote, after the consult
On the patient’s record, choose the procedure, adjust the quote or side for this patient, and create the link. Paste it, or a ready-written message with the link, into your own email or text. The patient reads it and signs on their phone.
Filed
Kept exactly as signed
The signed PDF stays on the patient’s record and is filed to Cliniko or PracSuite when connected. If the patient marked a question, you get one email, and their record shows the question and their phone number.
Consent after the consult is the usual order for surgery and dental treatment. Where the consent comes before the first visit, as it usually does in physiotherapy and dietetics, it's the consent to treatment signed with the registration at booking.
The registration your patients fill in
Five steps on their own phone, with no account or password. Three of them, as the patient sees them.
Step 1 of 5 · About You · ~6 min left
Fields without “(optional)” are required.
1 · Your name
Title (optional)MrsFirst nameMargeLast nameSimpsonPreferred name (optional)What you like to be called2 · About you
Date of birth19/03/1984Step 4 of 5 · Health Care Information · ~3 min left
1 · Your Medicare card
The 10 digits across the middle of your Medicare card.
Medicare number (optional)2951 64830 1IRN1The IRN is the number next to your name on the card (1-9)
Expiry date (optional)08/20292 · Health fund & DVA
Only if you have one. This helps your clinic with claims.
Do you have private health insurance?
YesNoFund (optional)Springfield MutualMember # (optional)40318822ID # (optional)023 · Your GP
So your clinic can coordinate care if you want them to.
GP name (optional)Dr Marvin MonroeStep 5 of 5 · Check before you send · ~1 min left
Check before you send
Everything's here.
About YouEdit this stepCompleteMarge Simpson, born 19 March 1984.How to Reach YouEdit this stepCompleteWe'll reach you at marge.simpson@example.com or 0491 570 006.Emergency ContactEdit this stepCompleteHomer Simpson (Husband).Health Care InformationEdit this stepCompleteMedicare ending 01, Springfield Mutual member, GP Dr Marvin Monroe.Procedure consent with a signed quote
Informed financial consent means the patient knows what it will cost before they agree. On ClientForms, your quote comes first: each fee line, the total, your estimate of the rebate, and what's left for the patient to pay, added up to the cent. Anything not included goes under “Not included”, in your words. The patient ticks that they've read the quote, reads your consent, and signs once for both.
Step 1 of 6 · Your quote · about 3 minutes left
Your quote
Surgeon’s fee$2,400.00Assistant surgeon’s fee$400.00Total fee$2,800.00Estimated rebate, Medicare and your health fund combined−$1,150.00Your out-of-pocket$1,650.00An estimate, valid until 20 November 2026.
Not included
- Hospital and anaesthetist fees, billed separately.
Nothing is saved until you sign and send. Keep this page open.
Step 3 of 6 · Risks of this procedure · about 2 minutes left
Risks of this procedure
Written by Springfield ENT.
- Risk one
- The practice’s own wording for this risk.
- Risk two
- The practice’s own wording for this risk.
Nothing is saved until you sign and send. Keep this page open.
Step 5 of 6 · Blood testing and signing · about a minute left
Blood testing and signing
Blood testing
The practice’s own wording about blood testing.
Do you agree to this?
Yes, I agreeNo, I don’t agreeI,MargeSimpsonconsent to having the procedure named above. I have read the risks, the quote and the other consent.
Signature *Marge SimpsonDraw insteadDate: 21/08/2026
Nothing is saved until you sign and send. Keep this page open.
What the patient sees, in order
- How long it takes, counted from your wording at an unhurried reading pace.
- Your quote.
- What’s recommended, with the everyday name first, and where: the side, or the area.
- The risks of this procedure, then the risks of any procedure.
- Other consents, such as blood testing, answered yes or no.
- One signature, then one screen to check everything before it sends.
A parent or legal guardian can sign for a child. The signed record names them, the child, and how they're related.
Every risk is written by your practice. You can switch the quote and the other parts on or off, and reorder them, for each procedure.
The signed record
It stays on the patient's record, and goes to Cliniko or PracSuite when connected.
Consent and quote
Springfield ENT
- Patient
- Marge Simpson
- Procedure
- Myringotomy and insertion of ventilation tubes, both sides
- Everyday name
- Small tubes in the eardrums (grommets)
- Surgeon
- Dr Julius Hibbert
- Signed by
- Marge Simpson, 21 Aug 2026, 7:15 pm
Quote (an estimate, valid until 20 November 2026)
Surgeon’s fee$2,400.00Assistant surgeon’s fee$400.00Total fee$2,800.00Estimated rebate, Medicare and your health fund combined-$1,150.00Out-of-pocket$1,650.00Not included: Hospital and anaesthetist fees, billed separately.
What Dr Julius Hibbert recommends
Small tubes in the eardrums (grommets) (Myringotomy and insertion of ventilation tubes, both sides)
Explained by Dr Julius Hibbert.
Risks of any operation
Risk one. The practice’s own wording for this risk of any operation.
Written by Springfield ENT.
Risks of this procedure
Risk one. The practice’s own wording for this risk.
Risk two. The practice’s own wording for this risk.
Written by Springfield ENT.
Marge Simpson marked a question: Risk one.
Blood testing
The practice’s own wording about blood testing.
Answer: Yes
Consent
I, Marge Simpson, consent to having the procedure named above. I have read the risks, the quote and the other consent.
Marge Simpson
Marge Simpson, 21 Aug 2026, 7:15 pm. Typed signature.
Specialty setups
Choose a specialty when you sign up and ClientForms starts with its words and parts. Nothing is locked: change any of it, or the specialty itself, later in Settings. The registration is the same for all four: contact details, an emergency contact, Medicare, health fund and GP, with room for up to ten questions of your own.
Physiotherapy intake and consent forms
The consent is usually signed with the registration, before the first visit: one link carries both. The consent starts from a general one (confidentiality, cancellations and patient rights) that you edit into your clinic’s own words. A treatment that needs a consent of its own, such as dry needling, goes from the patient’s record when you need it.
- Consent usually signed
- With the registration, before the first visit
- Wording
- treatment · physiotherapist · the clinic
- Treatment consents
- On from the start
- Starts with
- The consent on its own, no quote
- General risks
- Off until you switch them on
- Where
- Area, typed when you send
- Examples to start from
- Dry needling · Spinal manipulation. Names only: your practice writes the risks.
Dental new patient and consent forms
The registration comes first, as your new patient form. The quote and consent for a treatment follow the consult that plans it, and the patient signs once for both. Add up to ten questions of your own to the registration: yes or no, a date, text, or a list.
- Consent usually signed
- After the consult, when a treatment is planned
- Wording
- treatment · dentist · the practice
- Treatment consents
- On from the start
- Starts with
- A quote, then the consent, signed once
- General risks
- On, as “Risks of any treatment”
- Where
- Tooth or area, typed when you send
- Quote labels
- “ADA item” and “Estimated health fund rebate”
- Examples to start from
- Taking out a tooth · A crown · An implant. Names only: your practice writes the risks.
Dietitian intake and consent forms
The registration is the main job, and the consent is usually signed with it, before the first visit. For a nutrition intake form, add up to ten questions of your own, such as diet history or allergies. They come after the standard steps, up to seven to a page.
- Consent usually signed
- With the registration, before the first visit
- Wording
- treatment · dietitian · the clinic
- Treatment consents
- Off to start; one switch turns them on
- Starts with
- The consent on its own, no quote
- General risks
- Off until you switch them on
- Where
- No site field
- Examples to start from
- None; you start from blank
ENT surgery consent and informed financial consent
Registration comes at booking. The consent and quote go out after the consult, only when surgery is planned, and the patient signs once for both. The consent and quote shown above are built from this setup.
- Consent usually signed
- After the consult, when a procedure is planned
- Wording
- procedure · surgeon · the rooms
- Procedure consents
- On from the start
- Starts with
- A quote, then the consent, signed once
- General risks
- On, as “Risks of any operation”
- Other consents
- Blood testing, answered yes or no
- Where
- Left, right or both, chosen when you send, for a procedure set to ask for a side
- Quote labels
- “MBS item” and “Estimated rebate, Medicare and your health fund combined”
- Quote valid for
- 3 months from the day you send it
- Examples to start from
- Straightening the wall inside the nose · Taking out the tonsils · Small tubes in the eardrums (grommets). Names only: your practice writes the risks.
Where it goes
Into the system you already use, when it's connected. On the patient's record either way.
With Cliniko
The registration is matched to the patient in Cliniko and its PDF attached. When ClientForms can’t be sure who it is, it waits for you to link the patient, and it creates a new Cliniko patient only if you’ve turned that on. A signed consent and quote is attached to the linked patient as a PDF, and the record in ClientForms reads “Filed to Cliniko”.
With PracSuite
With Signed consents switched on, a signed consent and quote is filed to the patient in PracSuite as a note with a link back, or with the signed PDF attached if you choose, and the record reads “Filed to PracSuite”. If the patient isn’t linked in PracSuite yet, the PDF stays on their record in ClientForms.
Without either
The registration stays on the patient’s record in ClientForms, with a copy button on every answer. Each signed consent stays as a PDF you can download whenever you need it.
Wherever a registration goes, its Medicare, health fund and DVA numbers are cleared from ClientForms on the first of the month after it’s 60 days old, so copy any you need into your billing system before then.
Where the data lives
Stored in Sydney
For Australian practices, registrations, signed consents and quotes are stored in Sydney, Australia. What a patient signed can't be changed afterwards, even when you edit your wording later.
The full detail is in the privacy policy.
Common questions
Can patients fill in the registration form online before they arrive?
Yes. Send one link when you book, or download its QR code for the front desk: it carries your registration and your consent to treatment. The patient fills them in on their own phone, with no account or password, checks their answers on one screen before sending, and signs. Both arrive on their record in ClientForms, you get an email, and with Cliniko connected the registration PDF is attached to their Cliniko patient once they’re matched.
What should a patient registration form include?
That depends on what your practice needs to book and bill. The ClientForms registration asks for the patient’s name, date of birth and contact details, an emergency contact, Medicare and health fund details, and their GP. You can switch fields on or off, and add up to ten questions of your own: yes or no, a date, text, or a list to choose from.
What is informed financial consent?
It means a patient is told what their care is likely to cost, including any out-of-pocket gap, before they agree to it. The Australian Commission on Safety and Quality in Health Care describes it as giving patients cost information, including likely out-of-pocket expenses, preferably in writing, before admission or treatment. On ClientForms that’s the quote: the patient reads it and ticks that they’ve read it before they sign.
How does informed financial consent work with Medicare and health funds?
The out-of-pocket cost, or gap, is the difference between the fee and what Medicare and the patient’s health fund pay. The Australian Government Department of Health, Disability and Ageing says patients have a right to an estimate of costs before they agree to treatment. On a ClientForms quote you enter each fee, with an item number if you use one, and your estimate of the rebate; the patient sees the total, the estimated rebate and their out-of-pocket. The rebate is your estimate: ClientForms doesn’t look up Medicare or health fund benefits.
What should a procedure consent form include?
That’s for the practitioner to decide, with advice from their indemnity insurer. The National Boards’ shared Code of conduct, which covers physiotherapists and dental practitioners, describes informed consent as a person’s voluntary decision made with knowledge and understanding of the benefits and risks involved. A ClientForms procedure consent is built from your own parts: what’s recommended and why, the side or area, the risks of this procedure, the risks of any procedure, other consents such as blood testing, and the patient’s signature. Every word of it is yours.
Do physiotherapists need a signed consent form?
The shared Code of conduct that physiotherapists practise under asks practitioners to “document consent appropriately, including considering the need for written consent for procedures which are of higher risk or may result in serious injury or death”. Which treatments that covers is the physiotherapist’s call, with their insurer. On ClientForms your consent to treatment can be signed with the registration, before the first visit, and the physiotherapy setup offers two examples to start a treatment consent from, dry needling and spinal manipulation, named only, for your clinic to write and send when needed.
Are consent forms signed on a phone legally binding?
Australian law generally accepts electronic signatures. The Attorney-General’s Department explains that the Electronic Transactions Act 1999 (Cth) confirms the default rule that signatures can be made electronically as well as in wet ink, and each state and territory has its own Electronic Transactions Act. A signed form records consent; it doesn’t replace the conversation before it, and your indemnity insurer can advise on your own forms. ClientForms records the signer’s name, their typed or drawn signature, the time, and the exact sentence they signed, and that record can’t be changed afterwards.
Does it work with Cliniko?
Yes, and the Cliniko integration is included on every plan. A registration is matched to the patient in Cliniko and its PDF attached; when ClientForms can’t be sure who it is, it waits for you to link them, and it creates a new Cliniko patient only if you’ve turned that on. A signed consent and quote is attached to the linked patient as a PDF. PracSuite works too: signed consents are filed as a note, with the signed PDF attached if you choose.
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Full Professional access for 30 days. Registration and consent forms stay free on every plan after that, with Cliniko included on every plan.
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