Peptalkr forms are compatible with QR Codes and Link Shortening services, however, Peptalkr's auto-identification will be disabled. Instead, we'll try to find a match on the patient based on what they enter in the form. Keep reading to learn.
QR Codes and link shortening services such as bit.ly are used when you want to:
Allow patients to scan a QR code in-clinic to complete a form
Shorten a link for use in an SMS (so you use fewer SMS characters)
However, it's important to understand how this changes the way your Peptalkr form identifies a patient.
Peptalkr Auto-Identification is where we pass through a unique identifier into the URL of the form such as the number you see here:
https://peptalkr.typeform.com/to/example#a=192834757627
This variable can only be added to the form when using a Peptalkr SMS or transactional email to issue the form to the patient.
When this is disabled, we instead use manual identification whereby the patient must enter some identifying details correctly into the form for us to find a match in Cliniko. If no match is found (for example, if they enter their first name as Alexandra instead of Alex) we'll create a new patient file which you can then merge into their existing Cliniko file if you need to.
📱QR Codes
To use a QR code:
Head to the Forms tab of your Peptalkr account and look for the form you want to make a QR code for.
Copy the URL of the form
Delete everything from the # onwards - for example:
https://peptalkr.typeform.com/to/example#a=[appid]
would become
https://peptalkr.typeform.com/to/exampleNow you can use this URL to generate your QR code by using the QR code generator of your choice. If you don't have one, we recommend using Canva. The steps are below.
Generate your QR code with Canva
Click on this link
Press Use in a Design
Create a free Canva account if you don't already have one
Select your document size (such as A4 if printing it or any custom size if displaying it on a tablet)
Enter the URL you created in step 3 above into the URL field, and press Generate Code
🎉 Ta Da! Now you can add text to your design if desired (such as an explanation of what the patient needs to do and the name of the form) - then go ahead and export your design, ready for printing or display on your tablet.
Canva is an awesome tool! (Australian made too 🦘). If you don't have an account already, we highly recommend it for all sorts of things from designing banners for your Peptalkr emails, to creating your own icons and even designing social media posts. It's free for most uses, you'll only need to pay if you want premium features.
🔗 Link shortening services
Similar to QR codes, link shortening services also make Peptalkr variables non-functional. So you'll need to follow similar steps:
Head to the Forms tab of your Peptalkr account and look for the form you want to make a QR code for.
Copy the URL of the form
Delete everything from the # onwards - for example:
https://peptalkr.typeform.com/to/example#a=[appid]
would become
https://peptalkr.typeform.com/to/exampleNow you can use this URL to generate your shortened link using the link shortening service of your choice
How manual identification works
Without automatic ID (whereby we use the appointment ID to associate a form response to a patient), Peptalkr will instead manually identify the patient. We will
search for the patient them by looking for an exact match on their:
First name
Last name
DOB
If we find a match, we'll send the form answers there. If we find more than one match - we'll also look for a match on:
Mobile number
If we don't find a match - we'll create a new patient file.
Most often, this will occur if the patient has a typo in their name or DOB, or they enter their name differently to what they had in their booking - e.g. they type 'Joe' instead of 'Joseph'.
If a new patient file is created - you can easily merge it into their existing patient file. Follow these instructions from the Cliniko help centre.