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 →ClientForms guides
What would you like to do?
Start small. Find the task you need, follow the steps and try the example.
Start with the essentials
Check your details, try a send and find the result. The other tasks can wait until you need them.
Your practice address, ABN and phone, entered once and reused on every form and report. Fees have their own page, Fees & policies.
Send an assessment5 min readStart on the client's page, press Send assessment, choose the forms, then email it, copy the link or do it together in the room. Scored results appear on the client's page.
View scored results2 min readWhen a patient completes an assessment, scored results with severity bands and visual charts appear on your dashboard.
Registration & consentCollect information and paperwork before an appointment.
Switch on the form new clients fill in about themselves, and choose what it asks.
Review your consent forms3 min readYour 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 pathway5 min readCombine intake, consent, admin forms, and assessments into a single link patients complete before their first appointment.
Share your onboarding link3 min readYour permanent practice link. patients register, sign consent, and complete forms without you creating their record first.
Send assessments with intake and consent4 min readNew patients go through your full intake pathway. registration, consent, admin forms, then assessments.
Sending & follow-upAdding a client, portal links, groups of forms, scheduling and repeat assessments.
Add a client from the Clients page so you can send them assessments. Their first name is the only detail you have to enter.
How client portal links work3 min readSee what clients can fill now, what opens later, and which forms your practice has received.
Send multiple assessments in one link4 min readSend a battery of forms. patients see a checklist and complete each one at their own pace.
Schedule a send for a later date3 min readChoose 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.
Reassess a patient2 min readSend the same assessment again to track change over time. results show a before-and-after comparison.
Connections & automationCliniko, PracSuite and tools you use alongside them.
Connect your practice to Cliniko, check what your region supports, and review the connection before using patient sync or result delivery.
Send onboarding forms automatically from Cliniko4 min readBook 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 PracSuite4 min readBook a new client in PracSuite and your onboarding forms go out to them on their own, without anyone pressing Send.
Use scribes alongside Cliniko3 min readKeep scribe notes and assessment results as separate Cliniko workflows. Check each service’s connection and destination before relying on a record.
Customise your formsAdd your branding, change questions, update wording or create a form.
Put your practice logo and colours on the forms your clients open, and check them in the preview before you save.
Change what your registration form asks2 min readSwitch fields on or off, choose what clients must answer, and add your own questions. Answers already submitted are not affected.
Edit a consent or practice form2 min readUpdate the wording or sections of a form you have already set up. Consents already signed are not affected.
Create a patient form4 min readBuild a custom consent form, billing agreement, authorisation, or policy from scratch using the template editor.
Results & historyUnderstand Outcomes and bring in earlier results.
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.
Import your NovoPsych history5 min readBring historical assessment results into ClientForms. Review the patient matches, choose what to import, and find the saved results in each patient record.
Specific practice needsADHD workflows, parents and teachers, procedure consent, Medicare reviews and practices in AU and NZ.
Activate screening, assessment, childhood history, and functional impact forms, then review scored results.
Send forms to parents, teachers and partners4 min readOne send can reach the patient and the people who know them. Only forms written for a parent, carer or teacher ask for their email. The patient's own forms, such as ASRS, go to the patient. Everyone's answers come back to the patient's record.
When to use Procedures3 min readUse Procedures for procedure-specific consent and preparation. For general registration, treatment consent and assessments, use the Forms page and Send.
Re-send the referral outcome measure at review5 min readRecord 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.
Set up AU and NZ practices3 min readKeep each practice’s country, contact details, consent wording and connected account clear when your organisation works in Australia and New Zealand.
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