How to use ClientForms
Step-by-step guides for every workflow — from setting up your first intake form to tracking patient outcomes over time.
See seven ways assessments reach your patients →Set up your practice
Turn on your registration form, review your consent forms, and set your practice details.
Import your NovoPsych history
Bring historical assessment results into ClientForms. Review the patient matches, choose what to import, and find the saved results in each patient record.
Turn on your registration form
Switch on the form new clients fill in about themselves, and choose what it asks.
Set your practice email and details
Your practice address, ABN, phone and fees, entered once and reused on every form and report.
Review your consent forms
Your practice starts with consent and admin forms already drafted. Read each one, change what you want, and make it live.
Set up a patient intake pathway
Combine intake, consent, admin forms, and assessments into a single link patients complete before their first appointment.
Send onboarding forms automatically from Cliniko
Book a new client in Cliniko and your onboarding forms go out to them on their own, without anyone pressing Send.
Send onboarding forms automatically from PracSuite
Book a new client in PracSuite and your onboarding forms go out to them on their own, without anyone pressing Send.
Edit a consent or practice form
Update the wording or sections of a form you have already set up. Consents already signed are not affected.
Change what your registration form asks
Switch fields on or off and add your own questions. Answers already submitted are not affected.
Create a patient form
Build a custom consent form, billing agreement, authorisation, or policy from scratch using the template editor.
How to run an AADPA-compliant ADHD assessment
Activate screening, assessment, childhood history, and functional impact forms — then review scored results.
Send assessments to patients
Every way to get an assessment to a patient — from a single form to a full onboarding flow.
Send an assessment to a patient
Create a patient, choose an assessment, and share the link — scored results appear on your dashboard.
Send multiple assessments in one link
Send a battery of forms — patients see a checklist and complete each one at their own pace.
Send assessments with intake and consent
New patients go through your full intake pathway — registration, consent, admin forms, then assessments.
Share your onboarding link
Your permanent practice link — patients register, sign consent, and complete forms without you creating their record first.
Re-send the referral outcome measure at review
Record which outcome tool each client's GP referral used, and their Medicare review check-in goes out on its own: the right single form, timed to a booked review or to a session number.
Schedule a send for a later date
Choose Later in the Send dialog and the form goes out on the day you chose — visible on the client’s page and cancellable until it sends.
After the assessment
View results, track change over time, and export reports.
Reassess a patient
Send the same assessment again to track change over time — results show a before-and-after comparison.
View scored results
When a patient completes an assessment, scored results with severity bands and visual charts appear on your dashboard.
Understand your Outcomes tab
An empty Outcomes tab is the normal starting point. Here is what fills it, and what the tab shows at each stage on the way.
Ready to try a different approach?
Calm forms for the people filling them in. Scored results and reports for you.
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