The form is filled in at the clinic
The patient writes in the waiting room; appointment time goes to paperwork.
Digital Forms
Free your forms from paper.
Create your clinic’s own forms and surveys digitally and send them to patients. Responses land on the patient record automatically.
YesNoSometimes
Submit formPaper, losses, copies
Set up a form once, use it forever.
Build your medical history, satisfaction or information form digitally. Patients fill it in on their phone, and the answer sits neatly on their record.
Familiar problems
Where’s the medical history form?
The paper form gets filled in, scanned and filed — three separate jobs, three separate places to lose it.
Fields left incomplete
Unanswered questions have to be asked one by one later.
Answers don’t make it into the file
The paper waits to be scanned; when you look for it, it can’t be found.
What changes
Before and after.
You collect the same information; paper drops out of the loop.
Today
The form is filled in at the clinic
Appointment time goes to paperwork.
With Clineo
Send it in advance — You send the form by link or message; the patient fills it in on their phone and arrives ready.
Today
Fields are left incomplete
Information is gathered later.
With Clineo
Required fields — Required fields prevent incomplete answers; the form comes back complete.
Today
The answer doesn’t reach the file
Paper gets lost.
With Clineo
Recorded on the record automatically — Answers land in the patient file, gathered in one place and searchable.
Why Clineo
Move your forms to digital.
Digital forms work together with the patient record and messaging.
Custom forms
Build your own forms and surveys for your clinic.
The patient fills it in
Patients answer from a phone or tablet.
Lands on the record
Answers are recorded in the patient file automatically.
Reuse
Prepare once, send without limit.
Complete
Prevent incomplete answers with required fields.
Fast collection
Collect and view answers in one place.
How it works
Forms in four steps.
Digital forms work together with the patient record and messaging.
Build the form
Add the fields and questions.
Send it to the patient
Send it by link or message.
The patient fills it in
They answer from their phone.
Save it to the record
Answers are saved to the file.
Tip: Sending the medical history form before the exam shortens time spent at the clinic and reduces missing information.
Works together with
Which modules does it connect with?
Forms can be used at every step of the patient journey.
Patient Files and Media
answers are recorded on the patient record
Custom Consent Forms
a separate flow for consent and signatures
Appointment Survey
measure satisfaction after the visit
Clinical Scales
a separate module for scored scales
Patient Segments
send the form to the right group
AI assistant
Neo brings up the form.
Say “open this patient’s medical history form” and Neo puts the answers in front of you. You see whether anything is missing before the exam begins.
Clear limits: Neo doesn’t make clinical decisions and doesn’t show data you’re not authorized to see. Permission rules apply to Neo exactly the same way. Take a closer look at Neo.
Where to start
What’s the first step?
Start by moving your medical history form to digital; it’s the form that saves the most time. Don’t forget to mark required fields — that solves incomplete answers from the start. Sending the form a day before the appointment removes paperwork at the clinic entirely. Once the first form is set up, you add satisfaction and information forms the same way; each is prepared once and used without limit. As the number of forms grows, deciding which form goes out when makes the work easier.
FAQ
Digital Forms FAQ
If your answer isn’t here, you can ask us directly in the demo call.
Ask in the demoWhere does the patient fill in the form?
You send it by link or message; the patient answers from a phone or tablet. Answers are recorded in the patient file automatically.
Which plan includes this feature?
Digital Forms are part of the Clineo Smart plan. The Enterprise plan includes everything in Soft and Smart, so it’s available there too.
Can I design my own form?
Yes. You set up the fields and questions for your clinic, prepare it once and send it without limit.
Does it really shorten the exam?
Sending the medical history form in advance shortens time spent at the clinic and reduces missing information.
Can I see form answers all together?
Yes. Answers are gathered in one place; you review them both from the patient record and in a list.
What if the patient doesn’t fill in the form?
You can send it again or have it filled in on a tablet at the clinic. Required fields prevent incomplete answers from the start.
Ready when you are
Move your forms to digital.
Let’s plan a short walkthrough for your specialty so you can see this feature in your own clinic workflow.