Start from a template
Choose a form for your profession, then adapt it to your practice.
Intake forms & consent
The right information. Before the first appointment.
Create consultation, consent and client forms with ready-made templates, a visual builder and CliniForm AI. Send them ahead of the visit and keep completed responses with the client record.
14 days free. No card required. No automatic billing.
Three ways to create a form
Start with CliniForm AI
Describe what you need and review suggested sections before creating your draft.
Start from blank
Build your own form with the questions and structure you need.
Form templates
Start with a useful foundation.
Find consultation, consent and assessment templates for different professions, then customise them for the way you work.
- Browse and search the template library
- Preview a template before using it
- Adapt questions and sections to your practice
Examples include massage consultation, counselling intake, physiotherapy assessment, facial consultation, treatment consent and personal training PAR-Q+.
Browse the template library
Your form, your way
Build the form around your practice.
Organise sections, add questions and preview the client experience before sharing your form.
- Add and arrange questions and sections
- Set required answers and supported conditions
- Preview how the form will appear to clients
CliniForm AI
Describe the form. Shape the draft.
Tell CliniForm AI what you need, review the suggested structure and customise the draft before activating it.
- Start with a description of the form you need
- Review suggested sections
- Edit and preview before activation
Inside the builder, CliniForm AI Assist can also suggest structure from a prompt so you can refine sections and questions before saving.
AI output is a draft for practitioner review. You edit, preview and activate the form — CliniForm AI does not publish, clinically validate or guarantee completeness or legally sufficient consent.
Less chasing
Keep outstanding forms moving.
Use configurable reminders to follow up on outstanding form requests, helping clients complete their paperwork before the visit.
- Configure the available reminder schedule
- See which requests still await completion
- Stop reminders when the matching request is completed
The first invitation is separate from follow-up reminders. SMS form reminders use SMS credits purchased separately. Appointment reminders are configured separately from form-request reminders.
Connected client records
Completed, signed and easy to find.
Let clients complete forms from a secure link and keep their submitted answers and signatures with their record.
- Complete forms on a phone, tablet or computer
- Capture signatures where the form requires them
- Review submitted forms from the client record
Draft answers stay with the invitation until the client submits. Signatures are stored with the completed submission; they do not guarantee legal compliance on their own.
Explore client records
Connected workflow
Create. Customise. Send. Review.
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Create
Choose a template, use CliniForm AI or start from blank.
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Customise
Review your questions, sections and client preview.
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Send
Share the form through the supported client invitation workflow.
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Review
Open completed responses and signatures from the client record.
Related features
Works with the rest of CliniForm
Frequently asked questions
Practical answers about intake forms, consent and reminders on CliniForm.
Can I customise a template?
Yes. Use a template from the library, then edit sections and questions in the visual builder so the form matches how your practice works.
Can I create a form from scratch?
Yes. Start from blank, add the sections and supported question types you need, then preview the client experience before you send it.
How does CliniForm AI help create forms?
You describe the form you need. CliniForm AI suggests a structured draft of sections and questions for you to review, edit and preview. AI Assist inside the builder works the same way on an existing form. Drafts are never published automatically and are not a clinical or legal approval.
Can I make questions required or conditional?
Yes. Mark questions as required so clients must answer before continuing, and use supported conditions to show follow-up questions based on a previous answer.
Can clients complete forms on their phone?
Yes. Clients open a secure invitation link and can complete the form on a phone, tablet or computer. Outstanding forms can also be completed through the client portal where enabled.
Can forms include consent and signatures?
Yes. Forms can include consent wording and signature fields. Completed submissions, including signatures where captured, are stored with the client record. Signatures support your documentation process; they do not guarantee legal compliance on their own.
Can reminders follow up on outstanding forms?
Yes. Configurable form-request reminders can follow up on outstanding invitations and stop when that request is completed. The first invitation is separate from later reminders. SMS form reminders use SMS credits purchased separately, and appointment reminders are configured separately.
Where are completed forms stored?
Submitted answers and signatures are kept with the client record, so your team can review them before a visit and keep a clear history of completed paperwork.
Which features are included in Basic and Pro?
Basic and Pro both include digital consultation and consent forms, the template library, the custom form builder and signatures. Automated form workflows and richer reminder automation are included with Pro. SMS reminders use SMS credits with usage charges. See the plan comparison for current details.
Still have a question? Contact us
Get the paperwork ready before the visit.
Create forms that fit your practice and keep client information connected.
14 days free. No card required. No automatic billing.