Skip to main content

Product tour

See how ClientForms works

Start with the whole loop, from a booking in Cliniko to results in your notes. Then open the parts that matter to your practice.

Examples for

Choose the example region. This does not change your practice or account country.

The whole loop

Five steps, one of them yours. Every example below is the real screen or the real email, filled with made-up details.

  1. 1

    A new patient is booked in Cliniko

    Choose what new patients receive once: a pathway (consent and your intake measures) or up to three assessments. ClientForms checks Cliniko for new bookings twice a day.

    Only patients added after you turn this on are included, and each one gets it once.

    New clients automatic sends · ClinikoSeparate interactive example for this step. Uses made-up details. Changes here do not change your practice.
    Loading new-client sends…
  2. 2

    Consent and measures go out by themselves

    One email with one button. Cliniko already holds their details, so there is no second registration to fill in.

    From
    Example Psychology
    To
    Sam Example
    Subject
    Your appointment preparation from Example Psychology
    The real email, with made-up details.
  3. 3

    Your patient fills them in on their phone

    One section at a time, with the time left shown. They can take a break and pick up where they left off.

    Try the patient side yourself
    An open portal requestSeparate interactive example for this step. Uses made-up details. Changes here do not change your practice.
  4. 4

    You hear when it is ready

    One email when everything in the send is done, not one per form. You choose how much it says in Settings › Notifications.

    From
    ClientForms
    To
    You
    Subject
    Sam Example has completed the K10
    The real email, with made-up details.
  5. 5

    Results land in Cliniko and in ClientForms

    Each measure becomes a treatment note with the score and severity band, plus the full PDF. The signed consent is attached as a PDF too.

    ClientForms keeps the detail: subscales, item answers, prior results and the trend over time.

    US and Canada practices receive results in Cliniko; intake and consent stay in ClientForms.

    Cliniko · Treatment notes📎 K10 results.pdf

    K10 — 5 Oct 2026

    Assessment Summary
    Form
    K10
    Completed by
    Sam Example
    Date
    5 Oct 2026
    Score
    26 / 50
    Severity
    Moderate Disorder
    A simplified drawing of Cliniko. The note text is exactly what ClientForms writes, with made-up details.
    Repeated results on the recordSeparate interactive example for this step. Uses made-up details. Changes here do not change your practice.
    PHQ-92 completions
    8 / 27
    Mild
    LatestNewest result8 / 27MildOpen result

    Answers by completion

    CompletedTotalQ1Q2Q3Q4Q5Q6Q7Q8Q9follow-upOpen
    —–222200000Open
    —–222222000Open

    Each cell shows the answer value; stronger shade = higher value. Outlined: at or above the item's follow-up threshold — Q9 at 1 or more.

    Loading trend…

    Select a point to open that result · hover to preview

    Download PDFPaste into your own notes or records.

Pick the parts that matter

Intake and consent

Registration, consent and intake measures in one link

A pathway is the set a new patient completes before their first session. Share its link anywhere, or send it from ClientForms.

  • Registration, consent to treatment and your practice forms, then the measures you choose.
  • Wording follows your country: New Zealand consent cites the Privacy Act 2020 and the Health Information Privacy Code, and registration can ask for an NHI. Australian registration can ask for Medicare and NDIS details.
  • Your own unscored practice forms are yours to build. Scored questionnaires we add for your practice.
Set up a pathway Consent forms
Pathways in Client FormsSeparate interactive example for this step. Uses made-up details. Changes here do not change your practice.
DefaultDefaultEdit

Active · Registration → Consent to treatment · about 8 min

Clients open

/example/pathway/default

Preview · No clients have used this pathway yet — open Preview to check it works.

Practice software

Cliniko and PracSuite stay the record

Patients come in from your practice software and results go back to it, so nobody types details twice.

  • Automatic sends for new patients, or a set number of days before an appointment type you choose.
  • Results filed back as a note in the patient record, with the PDF in Cliniko.
  • When you connect, choose which Cliniko patients to bring in. Nothing is copied until you start the import.
Connect Cliniko Automatic sends About the Cliniko integration
Cliniko connection statusSeparate interactive example for this step. Uses made-up details. Changes here do not change your practice.

Cliniko Integration — Connected

Region: Australia (au5)

Connected: 2 Oct 2026

Clients stay in Cliniko. Find them by name from Add client.

Outcome measures

Measures over time, with change you can report

Set a measure to repeat and each result joins a trend on the patient record.

  • Recurring check-ins on the schedule you set, and a single one can be skipped.
  • Reliable change and clinical cut-off lines on PHQ-9, GAD-7, DASS-21, K10 and CORE-10.
  • Risk items, such as EPDS item 10, raise an alert on the result.
Repeat a measure The outcomes view
Five invented paired patients, calculated by the productSeparate interactive example for this step. Uses made-up details. Changes here do not change your practice.

PHQ-9

5 patients have a completed reading · 5 of them have two or more · 10 completed readings

Depression moved toward the non-clinical end (d 1.48, CI 0.21 to 2.74).

Time between first and last assessment: median 1 months, over a median of 2 readings per patient (range 2 to 2).

Latest reading · n 5 patients, whole practice

Minimal 0Moderately Severe 0Severe 0

A latest reading may be a patient’s first; position can be shown but no change between readings is calculated.

Scores run 0 to 27.

Change between first and latest · n 5 of the 5

Depression
Minimal
Mild
Moderate
Moderately Severe
Severe
091827
Cutoff 10

An improvement travels left, toward the non-clinical end. Hollow dot = first reading, filled dot = latest; within-variation rows show both hollow.

Deteriorated · 0

    Within typical variation · 0

      Improved · 5

      All 5 patients in three groups; largest change first within each group.

      • Depression fell 9.0 points on average, d 1.48 (95% CI 0.21 to 2.74), n 5 paired patients, against the published normative SD.

      Improved = change beyond the measure’s reliable-change threshold (RCI above 1.96), toward the non-clinical end. Deteriorated = the same threshold, away from it. Jacobson and Truax (1991). These indicators suggest; you conclude.

      Effect sizes describe uncontrolled change between a first and a latest reading in this caseload. Some of that change is regression to the mean and who remained in therapy. They describe the caseload, not the practitioner.

      • Depression: Test–retest r=0.84 (Kroenke, Spitzer & Williams 2001); normSD=6.1 derived from SEM=2.44 for treatment change (Löwe et al. 2004) via SEM=SD·√(1−r). Cutoff ≥10 = moderate (Kroenke 2001). Item 9 = self-harm risk.

      Profiles

      Profiles that bring several measures into one picture

      Send a set of instruments as one profile and read them together, with a branded multi-page report.

      • Adult ADHD, Adult Autism, AuDHD and Relationship Health profiles.
      • Percentiles against published norms where norms exist. The autism profiles show where a score sits within each scale.
      • The AuDHD profile can add the GQ-ASC, tuned to the internalised presentations that are often missed in women and girls.
      • Relationship Health can go to both partners, with a couple comparison.
      About Profiles
      Relationship Health Profile, scored by the productSeparate interactive example for this step. Uses made-up details. Changes here do not change your practice.

      Each axis is a percentile against the published community norms for that measure. Overall: 34th percentile.

      Typical range (25–75th pct)This client

      Observers

      Parent, teacher and partner forms

      Some measures are answered by someone who knows the patient. They get their own link and never need an account.

      • Child measures ask for a parent or carer and a teacher; adult observer forms go to someone who knows them well.
      • Answers that arrive before a patient record exists wait under "Observer answers" until you link them.
      • For the Child Autism Profile, home and school answers sit side by side.
      Send an assessment
      Send to a parent and a teacherSeparate interactive example for this step. Uses made-up details. Changes here do not change your practice.
      Completed by someone who knows them

      Send to at least one — a parent or carer, a teacher, or both. One informant is enough; adding a second compares home and school.

      Home and school, side by sideSeparate interactive example for this step. Uses made-up details. Changes here do not change your practice.

      Parent — home

      118 / 195

      Characteristics reported

      Teacher — school

      74 / 195

      Characteristics reported

      From
      Example Psychology
      To
      Alex’s teacher
      Subject
      A short form from Example Psychology
      The real email, with made-up details.

      The patient side

      Built for the person filling it in

      Every choice on the patient side aims at considered, accurate answers, especially from neurodivergent patients.

      • One section at a time, with the time left in minutes.
      • Day anchors on the answers, such as "Several days (1-6 days)".
      • Part-finished forms say "Your answers are saved." and wait in the patient's portal.
      Designed for neurodivergent patients Try the patient side
      Titles received by the practiceSeparate interactive example for this step. Uses made-up details. Changes here do not change your practice.
      • Worry and anxietyReceived 23 Sep
      • Mood over the last two weeksReceived 23 Sep
      • About youReceived 2 Sep

      Nothing to do right now

      Your practice will let you know when another form is ready.

      Try it with sample data

      Fill in an assessmentA DASS-21 on your phone or computer, exactly as a patient sees it.Look around a practiceSample patients with results, trends and reports. No sign-up.

      Help when you set up

      Ready to try a different approach?

      Calm forms for the people filling them in. Scored results and reports for you.

      Setup in 2 minutes
      Cancel anytime
      Email support
      Start your free 30 days

      Full Professional access for 30 days, no card. Then a free plan with 3 forms and 10 responses.

      Quiet design. Real impact.

      Or try a free self-test →