Cliniko Connected App

Clinical assessments that sync to Cliniko

Send clinically validated assessments to your Cliniko patients. Results are scored the moment the patient submits, then written into Cliniko as a treatment note with a PDF of the full report attached. Open any patient’s full history in a focused workspace without leaving Cliniko.

Currently available in Australia and New Zealand.

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ClientForms GAD-7 assessment scored 14 of 21 (Moderate anxiety) on the left, with the same result synced into a Cliniko treatment note on the right

What syncs to Cliniko

Every completed assessment creates a structured treatment note in your patient’s Cliniko record, attributed to the right practitioner.

Treatment notes

Structured, timestamped clinical notes added to the patient record

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

Longitudinal tracking

Track scores across sessions to see change over time

Clinically validated forms for allied health

Purpose-built for psychologists, occupational therapists, counsellors, and creative arts therapists. Every form is scored the moment the patient submits, with subscale breakdowns and severity bands.

Psychology

GAD-7, PHQ-9, K-10, DASS-21, PCL-5, Adult ADHD Assessment (DSM-5), AQ-10, ITQ, CORE-10

Occupational Therapy

Sensory profiles, functional assessments, FES-I, Berg Balance Scale

Dermatology

DLQI, PASI, SCORAD, POEM, Skindex-16, PGA

Creative Arts Therapy

Outcome measures for music, art, drama, dance movement therapy

Browse all forms

Designed around the patient experience

Every assessment is built with working memory research in mind. More considered responses from your patients means better data in, and better clinical decisions out.

Cognitive load reduction

Sections capped at 5–7 questions, based on working memory research, instead of scrolling walls.

Time-aware pacing

Time estimates that adapt to the patient's own pace, so they always know how much is left.

Calm defaults

No flashing, no clutter, no unnecessary motion. Respects reduced-motion preferences.

NDIS outcome reporting

Generate progress reports with longitudinal trend graphs. Track patient outcomes over time with visual evidence for NDIS plan reviews.

Progress reportsClinical outcome lettersScore trendingPlan review evidence

Learn about our patient experience design

Integration setup guide

Step-by-step instructions for connecting Cliniko to ClientForms. Most practices are up and running in under five minutes.

What ClientForms does with Cliniko

ClientForms sends clinically validated assessments to your Cliniko patients and writes the scored results back into their Cliniko record as a structured treatment note, with a PDF of the full report attached. Your Cliniko patient list syncs in automatically so you never re-enter contact details or create duplicate records.

Before you start

A Cliniko account (AU or NZ region) with permission to create API keys
A ClientForms account (free plan works, no card required)
The email address you use to log in to Cliniko

Step 1: Generate a Cliniko API key

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.

Cliniko’s official API key guide

Step 2: Connect Cliniko to ClientForms

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.

ClientForms Cliniko integration settings showing the connected status, sync preferences, and practitioner mapping — The Cliniko integration settings page in ClientForms after connecting.

Connection status. Confirms which Cliniko region you’re linked to (AU or NZ), when the connection was established, and gives you a one-click Disconnect button if you ever need to revoke access.

Sync Preferences. Controls what flows back to Cliniko: a treatment note alone, a treatment note with the full PDF report attached, or item-level responses inside the note itself. You also pick whether the note is saved as Final or Draft, and whether sync runs Manually (you click Send to Cliniko on each assessment) or Automatically (every completed assessment syncs the moment the patient submits). Auto-sync has an optional sub-setting to create a brand new patient in Cliniko when no existing match is found, so walk-ins who scan a waiting-room QR code can land in Cliniko without any manual entry.

Practitioner Mapping. Map your team members to their matching Cliniko practitioners so every treatment note is attributed to the right person. Covered in detail in its own section below.

Step 3: Your patient list syncs

Once 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.

Step 4: Send an assessment to a Cliniko patient

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.

ClientForms Send assessment dialog showing a Cliniko-synced patient, GAD-7 selected, and email link delivery — The Send assessment dialog, opened from a Cliniko-synced patient record.

You have three delivery options:

Email link. Sends the patient a one-tap link to the assessment. Useful as pre-session prep before an appointment.
QR code. Opens a printable QR code for the waiting room. The patient scans it with their phone and starts the form straight away.
Copy link. Copies the same one-tap link to your clipboard for SMS or any other channel you prefer.

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.

Step 5: Results land in Cliniko

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.

A Cliniko patient record showing a GAD-7 treatment note synced from ClientForms, with Assessment Summary fields (Form, Score 12/21, Severity Moderate anxiety, View full results URL), Clinical Interpretation, and Item Responses — A GAD-7 treatment note synced from ClientForms, shown inside Cliniko’s standard treatment-note layout.

Standard Cliniko note title. The note follows Cliniko’s native treatment-note format, so it sits alongside your existing notes without looking like a foreign object. Title carries the form name and submission date for instant scanning.

Structured Assessment Summary. Form name, completed-by, date, total score (e.g. 12 / 21) and the validated severity band (Moderate anxiety) appear as labelled fields. The headline result is readable in one glance, without opening anything.

Link back to ClientForms. The View full results field is a one-click jump to the interactive ClientForms report with longitudinal trend graphs and comparisons against the patient’s previous sessions.

Item Responses, in Cliniko’s native style. Every question and the patient’s answer, scored, so you can scan the items that drove the total. For instruments with multiple subscales (DASS-21, K-10, DLQI, the DSM-5 ADHD assessments), each subscale appears with its own score and band.

Native Cliniko actions. Export PDF and Archive use Cliniko’s standard treatment-note actions, so practitioners don’t need to learn anything new to share the result with a referrer or tidy up the note timeline.

Open patient assessment scores from inside a Cliniko chart

Included 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.

What you see in the workspace

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.

The ClientForms patient workspace for Marge Simpson showing a DASS-21 score of 48 of 126 in the Moderate band, three subscale bars, and a downward trend across three submissions — The patient workspace, opened from a Cliniko patient page mid-consult.

Send the next assessment in one click. The biggest action zone on the page, because it is usually why you opened the workspace mid-session. Send a personalised follow-up to the patient’s phone or email without leaving the chart. The page does not auto-refresh; when the patient submits, a waiting banner prompts you to check for new results, so you always know whether what you are seeing is current.

Latest score, severity band, and subscale breakdown. The headline number with the validated severity interpretation, plus the subscale bars showing exactly which dimension is driving the total. Same data the treatment note carries, presented for at-a-glance reading rather than clinical documentation.

Trend across previous sessions. The piece the synced treatment note can’t carry. See whether the score is moving in the direction you would expect, with the validated severity bands behind the line so the clinical meaning is obvious. Three months of progress in a glance.

Practitioner mapping

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.

How to disconnect

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.

Troubleshooting

“Invalid API key”. Cliniko only shows the key once. Generate a fresh key in Cliniko and paste the new one into ClientForms.
Sync not starting. Confirm your API key has permission to read patients and practitioners in Cliniko. Try disconnecting and reconnecting.
Treatment note not appearing. Refresh the Cliniko patient record. If the note is still missing after a minute, check Settings → Integrations → Cliniko → Activity log in ClientForms for the sync status.
Still stuck? Email support@clientforms.app and we’ll get back to you the same working day.

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