Intake, consent, and registration forms for occupational therapists
I built the onboarding side of ClientForms so a new client can register, read and sign your consent, and complete your forms, all ahead of their first appointment. One link. Free to start, and it works on its own or with Cliniko.
No credit card to start.
Free consent, client intake, and registration forms for Australian occupational therapists. Registration and consent sit on one link a client opens on their own phone, ahead of the first appointment. Add your logo and your chosen forms to the same link, and connect Cliniko so records and signed PDFs file themselves.
Everything before the first appointment, on one link
Set it up once. A client works through it on their own phone, at their own pace.
Choose what you collect
Start from a standard field set and switch off what you do not need. First name, last name, date of birth and one contact stay on, because that is what matches a submission to the right client. Turn on NDIS or funding details when you need them.
Add your forms to the link
On the Professional plan you can add your self-report outcome measures, such as sensory and functional questionnaires and the FES-I, to the registration pathway. A new client answers registration, consent, and your chosen forms from one link at their own pace.
One link, new and returning clients
One registration link works for new and returning clients alike, matching each submission to the right record by contact details or name and date of birth, so you do not end up with duplicates. Send it by SMS or email, or print the QR code for the waiting room.
What a pathway walks a client through
Each step is optional except registration. Clients pick up where they left off on any device.
Consent, intake, and admin forms
Informed Consent
Standard consent sections you can toggle, edit, or add to. Template variables like session fee pull from your practice details. Clients sign, and the PDF stores itself.
Client Intake
New client registration with a field set you trim to fit, including NDIS and funding details when they are relevant. Share it with a link, through Cliniko, or a QR code. Bundle it with consent and your forms so it is all ready ahead of the first appointment.
Bulk Billing Consent
Medicare bulk billing consent with a consultation code picker: choose which item codes clients select from. Medicare numbers transit straight to Cliniko and are never stored in ClientForms.
Release of Information
Authority to release information to a third party such as a GP, plan manager or school. The client, or a responsible person, sets what, to whom, and for how long. Choose a default validity of 3, 6, or 12 months.
Forms that carry your look
Add your practice logo and choose a colour palette so your intake and consent forms carry your own look, with an optional second logo for work you run on another organisation's behalf. Your palette flows through to the onboarding link, notification emails, and the QR codes too.
Works with Cliniko.
When your practice is connected to Cliniko, a registration creates or updates the client record and the signed consent and intake PDFs are saved straight to that client's file. Medicare numbers transit directly and are never stored here.
One platform instead of three
Paper forms
Generic form builders
ClientForms
Free to start, and it stays useful free
Intake and consent are free. Professional adds your forms to the link and your branding to the pages.
Registration, consent and admin forms. Unlimited submissions.
Unlimited responses on 3 forms of your choice.
Add your forms to the link and your logo to every page.
New accounts start on a 30-day trial of everything in Professional, no card. The clock only starts when you send your first assessment.
Privacy Act compliant
Built around the Australian Privacy Principles. Medicare numbers stay visible only to your practice.
Australian servers
All data hosted on Australian infrastructure. No offshore processing.
Data minimisation
Sensitive details such as Medicare numbers are deleted within 60 to 90 days. The signed PDF stays as your record.
Made for your clients
Calm, mobile-first form design. Clients complete them more comfortably.
Need a form we don't have yet for your OT practice, like a specific service agreement or a paediatric intake? Email me and I'll personally look at adding it.
ClientForms provides free practice forms for Australian occupational therapists, including informed consent, client intake, bulk billing consent, and release of information. All practice forms are free on every plan with no submission limits. The consent form includes a template editor; practitioners toggle sections on or off, edit the wording, and add custom sections. Template variables like session fees and practice name update automatically. The client intake form creates records automatically from a toggleable field set, including optional NDIS and funding fields, shared via link, Cliniko, or a QR code in your waiting room. Bulk billing consent includes a Medicare consultation code picker. Release of information supports authorisation by the client or a responsible person, to a third party such as a GP, plan manager or school, with configurable validity periods. Practitioners configure an onboarding bundle that chains practice forms and self-report outcome measures such as the FES-I. Clients complete the bundle at their own pace; if they stop, they receive an email link to continue on any device. With Cliniko integration, client records and consent PDFs sync automatically. Medicare numbers and government identifiers transit directly to the PMS and are never stored. Practice form data is automatically purged after the retention period; the signed PDF remains as the permanent record. All data is hosted on Australian servers. ClientForms also offers validated occupational therapy outcome measures with instant scoring and NDIS progress reports.
Common questions
Getting started
Are practice forms really free?
Do I need a paid plan to use practice forms?
Can I use practice forms without Cliniko?
How do I customise the consent form for my practice?
Can I collect NDIS and funding details on intake?
How it works
How do clients fill out intake forms?
How do clients receive the form?
What happens when a client submits a form?
Can clients complete forms on their phone?
Are forms signed digitally?
Onboarding workflow
How does the onboarding bundle work?
Can I use a QR code in my waiting room?
What about duplicate clients?
Compliance & data
How is client data protected?
What happens to client data after submission?
Where is data stored?
Is this compliant with the Privacy Act?
Integration
How does the Cliniko integration work?
What if I use a different PMS?
Can someone other than the client authorise a release of information?
Explore more
Set up your practice forms today
Free on every plan, and they stay free after your 30-day Professional trial ends.
Free practice forms · Outcome measures · Cliniko integration · Australian servers
Quiet design. Real impact.