Important!
The Template Builder is currently only available to the Beta Testing Group.
For information about becoming a Beta Tester, please email support@nookal.com
This article explains how to use the Client Form after it has been created in the Template Builder.
There are several ways of sending a Client Form to the Client. It is possible to Supply a Device for Clients to use in the waiting room or to send the form via Email or SMS before a client's appointment.
When the Client Form has been completed (or Approved by Staff if this option is selected), the form will be saved as follows:
- Any Charts and Signatures will be saved in the Client's Clinical Notes > History
- Remaining fields will be updated in the relevant fields of the Client's Profile, Health and Extras sections
- A PDF copy of the form will be saved in the Clients > Documents section (minus any Charts and Signatures)
Supplying a Device to the Client in the Waiting Room
Getting the Device Ready
1. On the device to supply to the Client, log into Nookal and click on your Name in the top-right corner.
2. Select Client Form Mode.
3. Select the Location from which the device can receive Forms and click Next.
The device is ready to be used once it displays: "Hooray! This device is connected."
4. Note the intake device's identification key (5 letters). If using many devices at the same time, the identification key is required to send the form to the appropriate device.
Sending the Form to the Device
5. On the reception computer, click on the Client Appointment in the Diary.
Hot Tips
It is also possible to send the Client Form from the Client Profile. Once in their Profile, click Client Forms at the bottom-right corner, then follow the next steps.
6. Click on Communication.
Important!
The Client Form option is only displayed once a Client Form is enabled for this Location.
7. Click on Send Client Form.
Hot Tips
In Fresh view, click on Communication at the bottom.Select Send Client Form and click Next.
8. Select the Form to send.
9. Refer to the intake device's identification key to click on the appropriate available Device to send the Form.
The device status will be Busy. You can then close the window and continue using all the other features in Nookal while the Client fills out the form.
10. Back on the device, the Form should be displayed so you may hand over the device for the Client to complete. The Client can navigate through the different sections and click Finish when complete.
11. Retrieve the device from the Client and either:
- Click Exit to go back to the device identification key page and enable the device to be used again or
- Click Exit on the device identification key page to unlock the device if needing to use different tools in Nookal. Nookal account password will be required to unlock the device.
12. On the computer, there will be a Notification in the Diary. Click on the Notification icon on the right-hand side of the screen to open the notification panel. There will be a Notification called "Client Form Pending Approval" or "Client Form Completed".
13. Click on the Arrow to review the information.
14. Once reviewed, Approve Changes (all of them or a selection), Reject the Client Form if the Form is set to Require Staff Approval or Dismiss the notification if the Form is set to Automatically Update Client Profile + Notification.
The new information will be saved in the Client Profile, Client Documents and Clinical Notes History.
Sending the Form to the Client by Email
1. In the Diary, click on the Client Appointment.
2. Click on Communication.
Important!
The Client Form option is only displayed once a Client Form is enabled for this Location.
3. Click on Send Client Form.
4. Select the Form to send.
5. Select Send as Email at the bottom-right corner. The email can only be sent to the Client's personal email.
6. The message set up when creating the form will be displayed. The message can be modified on the fly if necessary.
7. Click Send.
The Client will receive an email with the link to access the form. Once they have opened the link, they must enter their email address to open the form. Once the form is completed, they should receive a Success notification saying it was completed successfully.
8. After the client completes the form, a notification will appear in the diary. Click on the Notification icon to open the notification panel. The notification will be called "Client Form Pending Approval" or "Client Form Completed."
9. Click on the Arrow to review the information.
10. Once reviewed, Approve Changes (all of them or a selection), Reject the Client Form if the Form is set to Require Staff Approval or Dismiss the notification if the Form is set to Automatically Update Client Profile + Notification.
The new information will be saved in the Client Profile, Client Documents and Clinical Notes History.
Sending the Form to the Client by SMS
1. In the Diary, click on the Client Appointment.
2. Click Send Client Form at the top of the appointment window.
3. Select the Form you wish to send.
4. Select Send as SMS at the bottom-right corner.
5. The message set up when creating the form will be displayed. It is possible to modify, add to your message or select an existing Template if relevant.
Important!
Check the Character Count under the SMS, and limit the text to a maximum of 155 characters to minimise the cost of SMS. 1 credit is used for approximately every 160 characters.
6. Click Send.
The client will receive an SMS with the link to complete the form. Once they have opened the link, they must enter their mobile number to access the form. Once the form is completed, they should receive a Success Notification saying it was completed successfully.
7. Once the Client has completed the form, there will be a notification in the diary. Click on the Notification Bubble to open the Notification panel. There will be a Notification called "Client Form Pending Approval" or "Client Form Completed".
8. Click on the Arrow to review the information.
9. Once reviewed, Approve Changes (all of them or a selection), Reject the Client Form if the Form is set to Require Staff Approval or Dismiss the notification if the Form is set to Automatically Update Client Profile + Notification.
The new information will be saved in the Client Profile, Client Documents and Clinical Notes History.
Sending the Client Form With Online Bookings
Important!
The following instructions are for the New Online Bookings system. For information on Sending Client Forms via the Legacy Online Bookings system, please click here.
It is possible for Clients to receive a Client Form to complete after they have made an Online Booking.
1. Head to the Online Bookings setup page (Setup > Extensions > Online Bookings - New).
2. Click on a Location enabled for Online Bookings.
3. Select the Client Form from the drop-down in the Intake field.
4. Click Save Changes.