Clinic team
Intake forms
Build forms, assign them, and review submissions on the client file.
Open My Clinic → Forms to manage templates. The builder lets you add fields (text, choices, date, signature, file upload), sections, and show/hide rules.
Removing a form that clients have already filled in archives it instead. It can no longer be assigned, and every submission stays on the client’s file.
Defaults
New clinics receive starter templates. Free plans start with a Contact form. Paid upgrades unlock the rest of the default set (such as health history and consent).
How clients fill forms
- During online booking, each person sees forms for their account.
- On the client file, use the copy or open icon beside a form when you need to send a link. The first time you do this, ClinicGem creates a new link and earlier links to that form stop working. Copying or opening again before you leave the page uses that same new link. A toast confirms: New form link copied. Earlier links to this form no longer work.
- Portal clients open Forms and can update an assigned form at any time.
Completing a form with changes saves a new submission. Completing with no changes keeps the previous one.
Review in the clinic
Open the client file → Forms. File uploads (for example insurance card or ID on Contact) also appear under the client’s Uploads tab.