Important notes for creating Forms: 

  • Remember that about 80% of patients will complete the forms using their mobile phone! 
  • Keep your form short and simple. If they’re too long or detailed, clients are less likely to complete them. Remember, they’re not designed to replace the valuable time you spend with clients during consultations.
  • If you are copying and pasting text from Microsoft Word, please paste it into your form as plain text to avoid introducing unsupported formatting that will result in an invalid form when trying to save.
  • See this article for how to add your intake form to your booking and reminder messages. 
  • You can also use forms for feedback surveys post consultation, please see here for those instructions
  • If you need help with creating your form, please email support@simpleclinic.net


If your form is likely to be long, or if you wish to add some instruction details or disclaimer to the start of your forms, you can add some text into the "Form Builder" field in the Business Setup -> Your Clinic -> Form Builder Tab. 



Forms notifications: 

  • You will receive an email when the form has been sent back. If you have no notification, the form hasn't been filled out. This means the patient has not completed all the required fields, or they haven't submitted it to you.
  • There is a confirmation message that appears after the form has been submitted to advise that the form has been sent to the practitioner. If the patient does not see this, then the form hasn't been sent. 
  • If you received the notification but can't see the form, it means the form is unlinked and needs to be linked to the patient. Forms become unlinked when the DOB and email combination doesn't match. See these instructions for how to move an intake form.


This training video will demonstrate the steps outlined in this article. Go to this article for step by step instructions with images. 




Please note the intake form now uses the branding from the Portal Configuration (the video shows the old layout of the patient form). The new layout looks as below: