Peptalkr

📝 Introduction to using Peptalkr forms

Using auto-identification with your forms

Abbey Garland

Monique Clark

Collecting data with beautiful, digital forms

Using Forms

Onboard new patients and sync data directly into Cliniko from a modern and clever form

📝 The intake form - a guide

Send it with a Peptalkr email or SMS, or send it straight from Cliniko

👣 Steps to automatically send your intake form to clients

Send your Peptalkr intake forms with a Cliniko email or SMS

Update the referral source field in Cliniko automatically with a Peptalkr form

Track your new patients referral source automatically

Test and view your Peptalkr intake form responses inside Cliniko

Send us your existing Cliniko intake form(s) and we'll create a Peptalkr version for free

Real-time responses sent right into Cliniko.

Intake Forms

Collect NPS ratings, written feedback and Google Reviews automatically

⭐ The feedback form - a guide

Send it with an email, and SMS or manually

👣 Steps to automatically send the feedback form to clients

How to find out which patient left feedback  using the Appointment ID

Send us your Google Review link so we can automatically collect ⭐⭐⭐⭐⭐ Google Reviews

Requesting reviews manually using a medical alert

Feedback Forms

My patient forms responses aren't appearing in Cliniko?

Can I use a QR code or link shortener with my Peptalkr forms?

Can I send a Peptalkr form to a patient manually?

Can Peptalkr forms accept digital signatures?

Questions about Peptalkr forms? It's probably covered here

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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