🍪 The ultimate form upgrade! Every Peptalkr account comes with a new patient form (intake form) and a feedback form (NPS rating). They are modern, intuitive and sync into Cliniko. Learn how they work here.
You already have two forms on the Forms tab in your Peptalkr account 😏
The forms, be default, are configured to work right away - so make sure you check them out. The forms can be changed to suit your specific needs.
The two types of forms you can have are:
✅ New patient forms (intake form)
⭐️ Feedback forms (including NPS rating & optional Google Review request)
To get started with forms, keep reading to learn the essentials.
Peptalkr vs Cliniko Forms
If you use Cliniko forms already, you'll likely already know how they work. Peptalkr forms provide additional functionality that Cliniko forms aren't capable of. But whether you use our forms depends on your specific needs.
Use this table to compare features:
Feature | Peptalkr Forms | Cliniko Forms |
Sync patient info (address, phone, medicare etc.) into the correct fields of Cliniko | ✅ | ❌ |
Can have custom questions | ✅ | ✅ |
Can have form logic (skip/ask questions based on previous answers) | ✅ | ❌ |
Flexible field types with a modern look | ✅ 20+ field types | ❌ |
Automatically identify the patient | ✅ | ✅ |
Can be sent to patients based on more than just appointment type - e.g:
| ✅ | ❌ |
Can accept digital signatures | ✅ *Clickwrap type | ✅ *Physical signature type |
Questions broken up into different screens to make it less overwhelming | ✅ | ❌ |
Are generated for you | ✅ | ❌ |
Can be saved as a treatment note | ✅ | ❌ |
Can be saved as a PDF | ✅ | ❌ |
✅ New patient forms (intake form)
Onboard your new patients more effectively a Peptalkr intake form. These forms:
Automatically identify who is completing the form
Sync their data back into Cliniko
Send patient information to the corresponding fields in Cliniko
Attach a file containing answers to custom questions to Cliniko
Are sent to the patient automatically with a Peptalkr email or SMS
Are modern and intuitive with your branding and colours
Can be customised to your needs
To get started with your first intake form, check out the intake form guide.
⭐️ Feedback forms
Collect NPS ratings and feedback with ease using a Peptalkr feedback form. These forms:
Collect NPS ratings elegantly
Send patients down different pathways of questions based on their NPS score
Are sent to the patient automatically with a Peptalkr email or SMS
Are modern and intuitive with your branding and colours
Sync into a unified spreadsheet and dashboard for ongoing performance tracking
Can be customised to your needs
To get started with your feedback form, check out the feedback form guide.
🙋🏻♀️ Form FAQs
We suggest you click the buttons above to learn about each form type, but we'll answer the most general questions here.
Can I have more than one intake or feedback form?
Can I have more than one intake or feedback form?
Yes, if you're on a paid plan just ask us 😊
Can I add a policy acceptance/waiver to my form?
Can I add a policy acceptance/waiver to my form?
Yes - every intake has a Privacy Policy at the beginning which updates the Privacy Policy Accepted field in Cliniko.
Can I use patient forms I created with another platform with Peptalkr?
Can I use patient forms I created with another platform with Peptalkr?
Yes, as long as there is a public link to the form then you can use any patient form building service (FingerInk, Snapforms, Forms by Air etc.). Simply paste the link to the form into your Peptalkr email/SMS templates.
I already use Cliniko forms - can I use those with Peptalkr?
I already use Cliniko forms - can I use those with Peptalkr?
Unfortunately not, Cliniko forms use dynamic URLs generated inside Cliniko that are not integrated with Peptalkr. So you'd need to continue using Cliniko confirmations/reminders to send the forms. Else, swap to Peptalkr and have more flexibility.