Patient forms

Bring your patient forms online with customised intake forms, questionnaires, and surveys. Secure and easy to use, submitted forms are automatically added to your patients' records.

A screenshot of an online patient intake form.

You can adapt Cliniko’s versatile patient forms however you need to suit your clinic. Whether you’re asking a new patient to fill in their medical history before arriving for their appointment or sending a satisfaction survey afterwards, our forms allow you to get the information you need.

Setting up the templates for your patient forms is straightforward—you can create them from scratch in Cliniko or digitise your existing paper forms in seconds! Cliniko allows you to turn PDFs, images, or even photographs that you take on your phone into digital templates. All form templates are fully customisable, with sections and subheadings that you can adjust. Whether you want to ask open-ended questions that give your patients plenty of room for detailed responses or keep things simple with multiple-choice options, we’ve got you covered.

As with any Cliniko feature, security is always our top priority, and every precaution is taken to ensure that your patients’ health information is safe. All patient forms are stored in your Cliniko account and protected by the same level of security as the rest of your data.



A smartphone, a tablet and a laptop

Mobile, tablet, and computer friendly.

Patient forms can be viewed, completed, and submitted from any device.

A happy tree waving at you

Go paperless.

Keep your patient forms online to help the environment and your balance sheet at the same time.

A cloud connected to a network

Keep it in the cloud.

Just like the rest of Clinko, all forms are cloud-based and stored on our secure servers, so there's never any software to install.

A pen writing a signature on a digital tablet

Digital signatures.

Easily allow your patients to sign any form directly from their device. No pen & paper required!

An eye with a cross through it

Maintain patient privacy.

Adjust your settings to make any form viewable to practitioners only.

A password with a cross through it

No login required for patients.

Automate your confirmation messages to include a link to the form. They just follow it, and that's it!

A spanner, a screwdriver and a pencil

Customise your templates.

Get specific and create unique forms that meet the particular needs of your practice.

Try patient forms free for 30 days

Create a Cliniko account and try every feature, including all the patient forms features, free for 30 days. Set up is quick and easy and usually takes less than 15 minutes.