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πŸ“ Introduction to using Peptalkr forms
πŸ“ Introduction to using Peptalkr forms

How they work and how to use them

Monique Clark avatar
Written by Monique Clark
Updated over a week ago

The ultimate form upgrade! Modern, intuitive forms that sync data exactly where it's supposed to be. The best bit? We handle it all for you.

Forms that:

  • Look amazing

  • Feel good to use

  • Sync data back into Cliniko fields (no copy-pasting required)

  • Can be sent in several ways

  • Save hours of time

What forms you get with Peptalkr

You already have two forms on the Forms tab in your Peptalkr account 😏

  1. ⭐️ A feedback form

We have a special partnership with Typeform - a very cool form system that looks and feels more like a conversation than a *boring* traditional form.

They are 100% mobile friendly and can be accessed from any device at any time!

How they work

How our forms differ from Cliniko forms

Here's the key differences:

  • You have to manage your own forms in Cliniko

  • Cliniko forms accept physical written signatures (we use Clickwrap)

  • Cliniko forms are saved into the Forms tab of the client file

  • Cliniko forms cannot be inserted into Peptalkr emails/SMS 😒

  • Cliniko forms do not sync to the client fields in the file

  • Cliniko forms are traditional and display all fields on a single, overwhelming screen

  • Cliniko forms do not have conditional logic

  • Cliniko forms do not have the vast array of questions types that Peptalkr forms do

(No hate whatsoever, they do the job. But these are the top complaints our users told us about, so we solved them)

I want to know more about and see the βœ… intake form

I want to know more about and see the ⭐️ feedback 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?

Yes, just ask us 😊


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?

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 email/SMS templates.


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.

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