Yes you can. However, it's important to understand how Peptalkr forms work so you can make appropriate adjustments to the form URL before manually sending it to your patient.
How Peptalkr forms work
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 patient/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
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.
So how do I do it?
You have two options:
Option 1: Remove auto-identification (easiest)
Important: for this option to work, your form must have fields to collect the patient first name, last name, DOB and (optional) mobile number.
Simply remove everything from the # onwards from the URL.
For example:
https://peptalkr.typeform.com/to/example
This will disable auto-identification from the form, and we'll instead depend on manual identification.
Manual identification works by searching for the patient using an exact match in Cliniko on the values they enter into these form fields:
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 any 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.
Option 2: Manually insert the patient ID into the URL before sending it to them (best)
Search for the patient in Cliniko and open their patient file
In your browser URL bar you'll see a URL that looks similar to this:
https://peptalkr1.au1.cliniko.com/patients/68457974Copy the number at the end of the URL, for example:
68457974Go to send a direct SMS (you can do it with Cliniko by pressing
in the patient file) or email (just do this using your regular email address) to the patient.In the message body of your SMS/email - Paste in your form URL, for example:
https://peptalkr.typeform.com/to/example#[appid]&name=[patientfirstname]Replace
[appid]with the number, and replace[patientfirstname]with their first name, for example:https://peptalkr.typeform.com/to/example#a=68457974&name=AbbeyHit send.
If your form URLs contain other bracketed areas - you can either delete them or manually replace them also. For example:
https://peptalkr.typeform.com/to/example#a=[appid]&name=[patientfirstname]&p=[practitioner]
You'd just delete [practitioner]
Voila! We do recommend sending form URLs automatically where possible, but on the odd occasion you need to do it manually choose the most appropriate option above based on your needs.