Intake, consent and clinical assessments, filled in by the patient on their own device and written straight into Cliniko. Intake creates the record, signed consent attaches as a PDF, and scores land in a treatment note with the full report. If the patient has been in before, they’re matched to their existing record automatically.
Currently available in Australia and New Zealand.
The short version
ClientForms turns Cliniko patient forms into scored clinical documentation. Your patient completes intake, consent or a validated assessment on their own device; ClientForms scores it against published norms and writes the result into the Cliniko patient record as a native treatment note, with the full PDF report attached. Cliniko patient forms, intake, consent and 260+ scored assessments, sync automatically, attributed to the right practitioner, and the integration is included on every plan in Australia and New Zealand.
Yes. Every form your patient completes writes to their Cliniko record: intake to the patient list, consent to their file, and assessments to a native treatment note.
Patient records
A completed intake creates the Cliniko patient record, or matches an existing one
Signed consent
Consent and bulk billing forms attach to the patient file as a signed PDF
Treatment notes
Structured, timestamped clinical notes added to the patient record
Included on every plan
Subscale breakdowns
Individual subscale scores with interpretive severity bands
PDF attachments
Full assessment PDF attached to the treatment note
Practitioner mapping
Results attributed to the correct practitioner automatically
Intake, consent and registration paperwork are well covered on the marketplace. Clinical psychometrics is a different job: validated instruments, scored against published norms, with severity bands a practitioner can act on. As at July 2026, ClientForms is the only clinical psychometrics app in the Cliniko connected apps directory, and Cliniko sync is included on every plan, starting free.
Clinically validated forms for allied health, scored the moment the patient submits, with subscale breakdowns and severity bands, all writing into Cliniko.
GAD-7, PHQ-9, K-10, DASS-21, PCL-5, Adult ADHD Assessment (DSM-5), AQ-10, ITQ, CORE-10
Sensory profiles, functional assessments, FES-I, Berg Balance Scale
DLQI, PASI, SCORAD, POEM, Skindex-16, PGA
Outcome measures for music, art, drama, dance movement therapy
Every assessment is built with working-memory research in mind. More considered responses mean better data in, and better clinical decisions out.
Sections capped at 5 to 7 questions, based on working memory research, instead of scrolling walls.
Time estimates that adapt to the patient's own pace, so they always know how much is left.
No flashing, no clutter, no unnecessary motion. Respects reduced-motion preferences.
Generate progress reports with longitudinal trend graphs. Track patient outcomes over time with visual evidence for NDIS plan reviews.
Step-by-step setup. Most practices are up and running in under five minutes.
ClientForms sends intake, consent, and clinically validated assessment forms to your Cliniko patients. A completed intake creates or updates the Cliniko patient record, signed consent attaches to their file as a PDF, and scored assessment results are written back as a structured treatment note with the full report attached. Your Cliniko patient list syncs in automatically so you never re-enter contact details or create duplicate records.
In Cliniko, click your name in the top-right, then My Info → Manage API keys → Create new API key. Give it a recognisable name like “ClientForms integration”. Copy the key to your clipboard straight away. Cliniko only shows it once.
In ClientForms, go to Settings → Integrations → Cliniko. Paste your API key into the field and click Connect. ClientForms detects your Cliniko region (AU or NZ) automatically from the key prefix, so you don’t need to pick one. Once verified, the page updates to show your active connection and the controls for how data flows between the two systems:
Three sections become available on this page once you’re connected. They’re marked on the screenshot below and explained in the legend underneath.
123Once connected, ClientForms imports your Cliniko patient list in the background. A sync status indicator shows progress; for most practices the initial sync finishes in a minute or two. Larger patient lists keep syncing while you use the product, so you don’t need to wait.
You can verify the sync by opening Patients in ClientForms. A Cliniko badge appears next to every record that came from Cliniko.
Open any Cliniko-synced patient in ClientForms and click Send assessment. A dialog opens with three things to set: which patient (pre-filled from the record you opened, with their email auto-populated from Cliniko), which assessment, and how to deliver it.
You have three delivery options:
Whichever channel you use, the patient never has to download an app or create a login. They tap the link, complete the form on their own device, and submit.
The moment your patient hits submit, ClientForms scores the result and writes it to the patient’s Cliniko record as a treatment note in Cliniko’s native format, attributed to the right practitioner. No custom widgets, no foreign UI: just a standard Cliniko treatment note that slots straight into your existing workflow.
Five things are worth pointing out on a synced note. They’re marked on the screenshot below and explained in the legend underneath.
12345Included on every plan
The treatment-note sync covered above is the passive half of the integration: every completed assessment lands in Cliniko on its own, documented in the patient’s timeline. The Open in ClientForms Custom Patient Button is the active half. It is the surface you reach for during the session itself, when you want to see how a patient’s scores are moving and decide what to send next.
Open any Cliniko patient. In the right sidebar under Custom Patient Buttons you’ll see Open in ClientForms. One click opens a focused workspace for that patient in a new tab, with the chrome stripped right back so it doesn’t pull you out of the consult.
The workspace shows the patient’s most recent result in full clinical detail, the same scoring and severity bands you see in the synced treatment note, plus things the note can’t carry: the movement of the score across previous sessions, the subscale breakdown, the individual item-level responses, and a one-click send for the next assessment. Especially useful for multi-dimensional instruments like DASS-21, K-10, DLQI and the DSM-5 ADHD assessments, where a flat-looking total can be hiding a single elevated subscale.
123Once you are connected, Settings → Integrations → Cliniko carries a section called Automatic sends: welcome forms when a new client arrives, and progress check-ins at the session milestones or appointment types you choose.
New clients. When a new client books with your practice in Cliniko, the forms you ask every new client to complete go out to them as their own link: registration, consent, then any assessments. Nobody presses Send. Cliniko does not offer webhooks yet, so ClientForms checks twice a day rather than the second a client is created, and only ever considers clients and bookings from after you switched it on. Read the setup guide.
Progress reviews. Record which outcome measure a patient’s referral used, once, on their record. From then on that measure goes out on its own ahead of a review: either before a Cliniko appointment type you choose, or once their attended sessions reach a number you set. A practice-wide default fills every patient who has nothing recorded in one press, which is what a synced client book needs. Read the setup guide.
Both are on Professional plans. Each card keeps a list of what it sent and what it skipped, with the reason, so a gap is visible rather than silent.
If your practice has more than one practitioner, you can map each ClientForms user to their matching Cliniko practitioner under Settings → Integrations → Cliniko → Practitioners. Once mapped, every treatment note written back to Cliniko is attributed correctly. Unmapped users default to the account owner until mapped.
To disconnect, go to Settings → Integrations → Cliniko and click Disconnect. ClientForms stops syncing with Cliniko immediately and your API key is removed from our systems. Patient records already in ClientForms stay put so existing assessments keep working; no further data flows to or from Cliniko until you reconnect.
Common questions before you connect Cliniko.
Generate a Cliniko API key (My Info → Manage API keys → Create new API key), then in ClientForms go to Settings → Integrations → Cliniko, paste the key and click Connect. ClientForms detects your region automatically from the key prefix. Most practices are connected in under five minutes.
Yes. When a patient submits an assessment, ClientForms scores it and writes a native Cliniko treatment note to their record with the total score, validated severity band, subscale breakdowns and item responses, plus the full PDF report attached, attributed to the correct practitioner.
Yes. The integration connects using a Cliniko API key you generate under My Info → Manage API keys. Cliniko only shows the key once, so copy it before you leave the page. You can revoke it at any time from Cliniko.
Every plan, including the free plan. There are no add-on fees and no separate integration cost: Cliniko sync is included on every plan from day one.
Yes. The Cliniko integration is available for both Australian and New Zealand practices. ClientForms detects your region automatically from your API key prefix.
Yes. GAD-7, DASS-21, K-10, PHQ-9 and 260+ other validated instruments are scored the moment the patient submits, with subscale breakdowns for multi-dimensional measures, and written straight into the Cliniko treatment note.
Open any Cliniko patient and click the Open in ClientForms button in the right sidebar. It launches a workspace showing the latest score, subscale breakdown, the trend across previous sessions, and a one-click send for the next assessment, all without leaving the consult.
Start sending clinically validated assessments today. Ten scored assessments on the free plan, no credit card required. Paid plans from $9 per month.