Wanting to check out testing your Peptalkr intake form as if you're a real patient by seeing how the data comes into your Cliniko? Here's the steps.
1οΈβ£ Check our your forms
You'll find your forms on the π Forms tab of your Peptalkr account.
Each form link contains [variables]
βthese are placeholders that help Peptalkr personalise the form for each patient and ensure their responses are properly recorded in Cliniko.
If you test your form without replacing the placeholder variables, they will not land in Cliniko. So let's do that next, it's easy.
2οΈβ£ Replace the placeholder variables
Create a dummy patient in Cliniko
We recommend setting up a dummy patient in Cliniko for testing purposes.
Once youβve created this test patient:
Open their profile in Cliniko.
Copy the patient ID from the URL at the top of the browser.
2. Update your intake form URL
Next, replace the variables in your form link:
Variable | Replace With |
[appid] | The real Cliniko patient ID (e.g. 6847974) |
[patientfirstname] | Any real or placeholder first name (e.g. Jane) - all this does is show the patient name in the form when they first open it: |
Example:
Original form URL:
https://peptalkr.typeform.com/to/example#a=[appid]&name=[patientfirstname]
Updated for testing:
https://peptalkr.typeform.com/to/example#a=6847974&name=Jane
3οΈβ£ Complete the form
Now, copy your edited form URL and open it in a NEW browser tab.
Complete the form from start to finish β
You must open the URL in a new browser tab. If you edit the URL inside your already-loaded form, it won't correctly attach the appointment ID.
4οΈβ£ Checking Cliniko
Default patient information
Basic details like name, address, DOB, and contact info will automatically populate the relevant fields in Cliniko.
Additional questions (health history etc)
Depending on your Peptalkr form settings, these responses will be saved as either:
π A PDF, found under the Files tab of the patient profile
π A Treatment Note, found under the Treatment Notes tab
π‘ Note: If your responses are stored as Treatment Notes, they will be authored by the Cliniko practitioner whose API key you connected in Peptalkr.
PDF location:
Treatment Note location: