Online forms are a powerful, native feature of Better Clinics. The Better Clinics form builder allows your clinic to create an unlimited number of forms, that can then be completed by clients in the clinic - or SMS and email the forms directly to the client for completion.

Once a form has been created it can be used many times over, with real time completion status for every client that it's been shared with.

By having online forms as part of the clinic business and included out-of-the-box within Better Clinics it means you can provide the very best client experience and don't have to integrate in with 3rd party form software - saving both time and money.

How to create a custom form:

  1. Go here

  2. Or, go to 'Settings > General > Setup Forms'

  3. Add a Form Name in the “Add Form Name” field (e.g. Client Intake Form). Click Add New Form to confirm.

  4. Click 'Add New Field' button to display the available fields for the form.

  5. Select the field type you could like in your form.

  6. Add the labels and the options for the field

  7. On most fields you can select if it's mandatory, except for the Form Submit button, Text area, HTML and Divider line.

  8. Select another field and repeat the process until the form is complete.

  9. Reordering the fields on the form can be done easily by dragging the field to where you would like it to appear on the form.

  10. Digital Signature - you can opt in to add Client Digital Signatures to forms if that's a requirement of your business and form completion.

  11. Submit button - note this needs to be at the bottom of the form.

  12. Save

Available form field options:

System Client Field - include any default Better Clinics field

Custom Category Field - include any custom client database field to your clinic

Checkbox - add a checkbox e.g. for agreeing to Terms and Conditions

Date Picker - add a date picker e.g. Date of Injury

Divider - adds a line across the form to break up the questions

Drop Down - adds a dropdown with dropdown options you can set

Email - adds an email field with email validation

Html - allows text to be added to the form. e.g. Information or Instructions for clients

Number - allows a numerical response from clients with number validation

Radio Button - adds a radio button (circle) with options you can set

Submit Button - add a Submit form button, the text can be customised

Text - allows text to be added to the form. e.g. Information or Instructions for clients

Text area - allows text to be added to the form in a specific area. e.g. Information

Toggle - adds a toggle with various options you can set

Digital Signatures - Better Clinics Forms also has Digital Signatures and they are easy to add to any new or existing forms.

Once saved this Form will be listed in your Forms table for:

  • Preview - see a live preview of the form.

  • Share - the form can be shared directly with clients via email or SMS

  • Deactivate - deactivates the form

  • Edit - allows editing of the form.

Preview a Form

  1. Click the 'Preview' button

  2. The form will open in a new tab

  3. View the form and make any required changes. Refresh the Preview to see any changes made

  4. Note: you can't Submit a form when viewing in Preview mode. If you want to see the true client experience, add yourself as a client and share the form with yourself.

Share a Form

  1. Go here

  2. Or, go to 'Settings > General > Setup Forms'

  3. On the form to share, click 'Share'

  4. You'll be directed to the Marketing screen where you can:

  5. Select message type - Email, SMS or Both

  6. Select Location (set up a form for each business location you have).

  7. Select the Form. The form selected will be the same form you wanted to share from the Form screen, but this can be changed as needed.

  8. Select the clients to share the form with.

  9. Add Email or SMS content. Note you can set default form email content here. This allows to you add custom content and instructions to your clients.

  10. Click 'Send'. The form will send and you will be directed to the 'Sent Messages' screen where you can see the delivery status of your form.

  11. You can resend a form to the client at any time.

Deactivate a Form

  1. Go here

  2. Or, go to 'Settings > General > Setup Forms'

  3. On the form to deactivate, click 'Deactivate'

  4. Make the changes

  5. Save.

Edit a Form

  1. Go here

  2. Or, go to 'Settings > General > Setup Forms'

  3. On the form to edit, click 'Edit'

  4. Make the changes

  5. Save.

Know if a form has been completed or not - in real time

  1. Once a form has been shared you can see the status of that form at any time, and in real time.

  2. Go to the client is was shared with (Clients > Select Client > Forms)

  3. The forms you have sent this client are listed.

  4. You can see the status of this form and the results.

  5. When forms are completed by Clients, an email notification is sent. It's important to know when clients have completed forms, when they have you'll receive an email notification that it's been completed! In the email, there will also be a direct link to that Form so you can see the results.

View Results of Completed Forms

  1. Once a form has been Completed you can see the results of that form at any time, and in real time.

  2. Go to the client is was shared with (Clients > Select Client > Forms)

  3. The forms you have sent this client are listed.

  4. You can see the status of the form and the results.

  5. If the client has digitally signed the form you will see their signature in the Form results.

Tags: Surveys, Intake Forms, Digital Signatures


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