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
Configure intake forms, consent templates, and onboarding pathways.
Set up your intake form
Configure which sections your patients fill out when they register with your practice.
Create a consent form
Build a digital consent template that patients sign before their first appointment.
Set up a patient intake pathway
Combine intake, consent, admin forms, and assessments into a single link patients complete before their first appointment.
Edit a consent template
Update your consent form sections. Existing signed consents are not affected.
Edit your intake form
Toggle sections on or off and reorder fields. Previous submissions 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.
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.
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Calm forms for the people filling them in. Scored results and reports for you.
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