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Using auto-identification with your forms
Using auto-identification with your forms
Updated over a week ago

In this article, we will give you all the information so that you know how the Peptalkr forms auto-identification feature works for you and your patient, as well as how the form communicates with Cliniko.

If you haven't familiarised yourself with Peptalkr forms yet, head over to our introduction articles:


How Peptalkr forms identify the patient

Peptalkr forms use auto-identification to associate a form response to a patient without the patient needing to identify themselves.

We do this by including a unique ID in the form URL. Here's an example:

You'll see a form URL like this on the Forms tab of your Peptalkr account:

https://peptalkr.typeform.com/to/example#a=[appid]&name=[patientfirstname]

But this is not what the client will actually receive - the bracketed areas in the URL will be replaced by dynamic data when the form is sent to the patient with an automated SMS or email.

For example, the URL the patient actually receives will look like this:

https://peptalkr.typeform.com/to/example#a=6847974&name=Jane

How this affects manually sending forms

What this means is that sending a form manually will stop auto-identification from working - as those bracketed areas will not contain patient data if you simply sent the form to a patient manually or with a QR Code in your clinic.

To adjust your form URL to work when manually sending it to a patient, read this article:


FAQs

My form URL looks different to your example?

You may be using an older version of Peptalkr forms. To find out:

  1. Go to your Forms tab in your Peptalkr account.

  2. Here you will want to check to make sure that the form URL ends in 'a=[appid]&name=[patientfirstname]' - or similar. This means you are using the most updated version of Peptalkr forms. If either of your URLs are missing this, please let us know, and we can update your forms.


Now that you are using the latest version of Peptalkr forms, we can answer some common questions.

Can I send the forms with Cliniko instead of Peptalkr?

Yes, however it is important you read this article as you will need to change your form URL slightly.


​Does this mean that they don't need to fill in their name in the form?

For Feedback forms, generally not. However, intake forms it's generally recommend to have the patient re-confirm their name, date of birth and other identifying information. More on that here

How do I insert the form into to a Peptalkr transactional email or SMS?

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