You have the freedom to create any template you want within SIF Health, or to use the pre-defined forms for certain associations (please contact us here if you're a member of an association and the forms do not show for you). You can create them yourself or if you're short on time see the 'offers' section on the left hand menu of your business dashboard and you can purchase the option to have any number created for you.


This article has 4 sections:

  • Templates main benefits/use cases
  • How to create a template
  • How to attach a template to be automatically sent out
  • How to send an additional template to a client
  • Association Templates


Templates main benefits/use cases:


1) To use as questionnaires to send to clients pre appointment to save time and allow you to be well prepared for the appointment. Different templates can be automatically sent out for different appointment types, and at different stages throughout the client journey (e.g. a consultation form in the 'confirmation' email and a Covid form 24 hours before in the 'reminder' email). All answers are automatically stored to that clients notes.  


2) To act as a template when adding notes (e.g. SOAP notes).


How to create a template:


1) Head into Templates & Links in the left hand menu

2) Select Notes/ Form Templates

3) Association Templates may already be showing here. If you are a member of an association that has templates within SIF Health e.g. ISRM/ STA/ SMA then these will show here. You will not be able to edit these templates but you can attach them to emails or use them in the patient notes section. You can always duplicate these templates, and then edit them if you so wish

4) To create a new template Select 'Add New' (note; there are no limits to questions or templates that you can build)



NOTE: Before you start there are a few points to be aware of to make it as simple as possible:

  1. Know what you are going to build before you build it. The functionality to allow you to change the order is being built
  2. As you build the form a preview of it appears on the right hand side so you can see how it looks as you build it
  3. Once you've added a question then selecting minimise makes it easier to see the preview
  4. Only select save when you have completed the form as this publishes it so only text changes are able to be done afterwards


5) Under Template Name, give the template a title (e.g. Initial Consulation Form, or SOAP Notes)

6) Add a Section Title e.g 'Personal Details'

7) Add each question in under Question Title, and select from the drop down box whether it is a:

  1. Short Answer - Shows one line for clients or you to input the answer e.g. Name, or Phone Number
  2. Long Answer - Gives you or your client room to type as much as you/ they want e.g. Subjective Analysis or Why Are You Coming To See Me
  3. Multiple Choice - This allows the client or you to select one option from all that are listed e.g. Pain Scale, or Yes/ No questions
  4. Checkboxes - Similar to Multiple Choice, but this gives you or your client the option to select all that apply e.g. Have you got any of these contraindications?
  5. Question Grid - This option allows you to have rows and columns as tick box options. Please see example below:



8) You have the option to make any question Mandatory. Simply tick the Required box on each question. The form will not be savable unless all required questions are completed

9) Placeholder text is what shows in light grey in the box the client sees to give them guidance on what to write

10) Default text is fixed headings which can be useful for notes templates

11) For consent, agreeing to terms and conditions, data protection etc, then this information should be input into the 'Terms and Conditions box, which you can find under Business then Profile in the left hand menu. For every appointment clients consent to these terms and conditions. Further detail on this is here

12) If you still have a large amount of text you want the client to read and approve then select the large text area option and input the text in there. Then for the next question select a 'small input area' with the title 'Client Signature' followed by another 'small input area' with the title 'Date'. An example of this is shown in the picture below:


Large text area

13) When you've finished the form, click 'save' to complete it


Once your templates are built, you have 2 options:


1) You can set up custom emails to automatically send out your questions to clients when an appointment is madde. Find out how to do that here: CUSTOM EMAILS


2) You can select a template from the drop down box in the clients notes section to fill out during treatment. Find out how to do that here: CLIENT NOTES