ClinikForms & eSignatures

Forms Patients Finish, And Documents Signed Properly

Intake forms, consents and clinical questionnaires your patients complete before they arrive — and the documents you need signed, with a record of who signed them.

New patient intakeFull nameDate of birthReason for visitAny allergies?YesNoSubmitConsent to treatmentSign here2 of 2 signedResponses128Ready to review

Use Cases

See how forms patients finish, and documents signed properly transforms healthcare workflows

New-Patient Intake

Send the intake pack before the first visit, with the details you already hold filled in for the patient to check — so the front desk is not retyping a clipboard.

Consents And Agreements

Upload the PDF or Word document you already use, place the fields, and send it to everyone who needs to sign — in order, by email or in person at the desk.

Clinical Questionnaires

Use scored measures that score the way their authors publish them, with the result on the client's chart so you can follow it over time.

Key Benefits

Build Once, Send Every Time

Sections, calculations, answers filled in from the patient record, and question groups you save once and reuse. Start from a template, or from a document another clinic has shared, and keep a set of forms as a pack to send together.

Complete Feature Set

Everything you need for forms patients finish, and documents signed properly

The Form Builder

Questions that fit the way you ask

  • Sections for long forms
  • Answers worked out from other answers
  • Fill answers in from the patient record
  • Pictures, videos and marked quizzes
  • Version history and a printable blank copy

Sending

From the chart, by link or at the desk

  • Send to patients or any email address
  • Default documents that go out on their own
  • Packs of forms sent in one go
  • Complete in person on a clinic device
  • Everything one person has been sent, in one place

eSignatures

Your documents, signed by everyone who needs to

  • Upload a PDF or Word document
  • Several signers, each with their own fields
  • Signers can attach files and photos
  • Your clinic stamp on the page (Essential and above)
  • Signed copy and certificate to download

Responses

From the first answer to the last

  • Summary, question-by-question and individual views
  • Saved reports and bulk actions (Starter and above)
  • CSV export on every plan; Excel from Starter
  • Screening forms that flag answers for review
  • Share results on a public page when you choose

Scored Measures

Clinical questionnaires, scored as published (Essential and above)

  • Scores recorded on the client's chart
  • Arrows that show the direction of change
  • Use a measure as a note template
  • A response that cannot be scored says why

Automation

What happens when a response arrives

  • Rules that run when a response is submitted
  • Conditions on the answers
  • Start an AI agent from a form
  • Webhooks to your own systems (Team and above)

Ready to transform your practice?

Join thousands of healthcare providers using ClinikEHR

What each plan includes

Forms are on every plan, including Free. Enterprise has no limit on envelopes, storage or texted codes.

FeatureFreeStarterEssentialTeam
Published forms (drafts always unlimited)15UnlimitedUnlimitedUnlimited
Responses per form100UnlimitedUnlimitedUnlimited
Signature questionsNot includedIncludedIncludedIncluded
eSignature envelopes per monthNot included25100500
Form and signature file storage1 GB10 GB50 GB250 GB
Signing codes by text, per monthNot includedNot included50500
Excel export and saved response reportsNot includedIncludedIncludedIncluded
Scored clinical measuresNot includedNot includedIncludedIncluded
Embed forms on your websiteNot includedNot includedNot includedIncluded
Remove “Powered by ClinikEHR”Not includedNot includedNot includedIncluded

Scroll the table sideways to see every plan.

Questions clinics ask first

Including where each plan stops.