Patient forms, without the chasing

Forms go out on their own when an appointment is booked, and anything outstanding gets a reminder - without you having to remember. Completed answers go straight into the patient's file in your practice management system, not your inbox.

A practitioner with a tablet talking to a patient across a clinic reception desk
Form received Filed to the patient record

Built for Australian practices

More than a form tool. What the patient fills in goes straight into their record in your PMS. No downloading, no uploading, no double handling.

Built for Australian health data

Encrypted, stored in Australia, and handled in line with the Australian Privacy Principles.

No app or logins for patients

Nothing to download. Just one secure link to fill in.

Integrated with your PMS

Answers save straight into the patient's record. Nothing to re-type.

Sent automatically

Forms go out on the timing you set, so nobody has to remember.

Automated reminders

Anything still outstanding gets a gentle reminder, on your timing.

Forms that match your clinic

It's easy to change a question, add a consent box, reword something whenever your paperwork changes.

Know what's ready before the appointment, not after

Right now it's buried multiple clicks deep in every patient record, checked one file at a time. Here it's one screen, in appointment order, so Thursday's gaps turn up on Tuesday - without opening a single patient file.

At risk 3
Sophie Taylor
Patient registration
2:15 pm
Jadzia Farrell
Referral form
4:00 pm
Emily Chau
DASS-21 assessment
4:30 pm
Overdue 3
Darren Park
Consent to practice terms
9:30 am
James Hurley
K10 assessment
1:30 pm
Avery Hughes
Bulk-billing pre-assignment
2:30 pm
Submitted 3
Anika Patel
Consent to practice terms
1:45 pm
Tariq Farouk
Referral form
2:00 pm
Priti Kapoor
Patient registration
3:15 pm
Done 3
Olivia Brown
Referral form
9:00 am
Darren Park
Telehealth appointment guide
9:30 am
Marcus Feld
Privacy policy & consent
11:30 am

What happens once an appointment is booked

Sending the form was never the hard part. It's everything between the form going out and the answers landing in patient's file.

Sent with the appointment

Coviu looks at your appointment book and sends the forms and files that appointment type needs.

Your patient fills them in securely

Your patient gets an SMS with one link. No app, no password, nothing to download.

Chased until it comes back

Reminders go out on the timing you choose, so you're not the one following up.

See where everyone's up to

One view shows what's done and what's outstanding - without opening a single patient file.

Straight into the PMS

Review the responses and send them straight into the patient's file with one click. Patient details updated, signed forms attached.

All set

The chasing happens without you, and everything lands where it should. Your front desk gets its morning back.

Bring the forms you already use

You've already put time into your forms. Getting them into Coviu doesn't mean starting again.

Forms that fit how your practice actually works

Start from a template and change what you need – add consent boxes, signatures or file uploads – or draw from our library of standard assessments, including the K10 and DASS‑21. Your patient only sees the questions that apply to them.

Patient intake

Answers land in the patient's file, not in a document someone has to type up later.

Consent

The wording you use, an agreement tick box and a captured signature. Stored with a timestamp against the patient record rather than in an email thread.

Referral upload

A place for the patient to upload their referral, so it arrives attached to the appointment rather than being chased on the day.

Assignment of benefits

Medicare-compliant wording, assignor selection and signature, all captured before the appointment rather than on paper at the front desk.

Patient intake
Consent
Referral upload
Assignment of benefit
Patient details Writes back to PMS
Given name PMS
Family name PMS
Date of birth PMS
Medicare number PMS
Consent to practice terms
I have read and agree to the above.
Signature
Referral
Referring practitioner name
Referral document Upload a file
AoB for Bulk Billing
Signed by Patient or Assignor? PatientAssignor
Signature

Assignment of Benefit, sorted before they arrive

After 1 July 2026, every bulk-billed service needs a written agreement with the right details on it. Verbal consent is still accepted during the transition, until 1 July 2027 – but the requirement is already live.

Click the task below the way your patient would.

What your patient sees
practice.coviu.com/f/your-practice/...
Your Practice Hi Sarah Please review these tasks before your appointment
Initial Consultation · Dr James Chen Thu 27 Aug · 3:00 pm
This week’s bulk-billed agreements
48sent
46signed and stored
2chasing themselves
Written back to your PMS Demographics updated, the signed agreement attached.

"It helps you be more personable - because the tasks that were draining you, that you were giving all your energy to - now you can free yourself up so you can actually sit down and be more focused and present"

Surgery clinic

“I really like the way this whole system is set out, where we know who's done one and who hasn't.”

Specialist practice

"That [view of what's outstanding] is the missing piece."

Specialist practice

Online patient forms FAQs

What are online patient forms?

Online patient forms are the paperwork a practice collects from a patient digitally instead of on paper: registration and demographic details, medical history, consent, referral information, scored assessments, and financial agreements such as a Medicare assignment of benefit. Rather than printing a pack or emailing a PDF, the practice sends a link the patient completes on their phone or computer before they arrive.

Do I have to build the forms myself?

No, not unless you want to. Send us the form you already use – a PDF, a Word document or a scan – and we'll set it up as a Coviu form. Or you can build your own. Most practices do some of each, and in either case, you’ll be able to change it whenever your paperwork changes.

Which practice management systems do you integrate with?

Gentu, MediRecords, Halaxy, Nookal and Cliniko are supported today, with completed answers written back into the patient record. How much writes back varies a little by system, and we'll show you exactly what yours does. We're adding more systems based on what practices in the program are running, so tell us yours when you sign up.

Do patients need to download an app or create a login?

No. Patients receive an SMS with a secure link, complete the form in their phone browser and submit it. There is no app to install, no account to create and no password to remember, which is what makes it work for older and less confident patients.

How do the automatic reminders work?

You can set the reminders per appointment type – say one after a week and another, two days before the appointment. Anything still outstanding close to the appointment is flagged, so you see it in advance rather than on the day of.

How is patient data handled?

Coviu is ISO 27001 certified. Patient form responses, appointment details, and practice information are stored in Australia and handled in line with the Australian Privacy Principles. We do not sell it, share it for advertising, or use it to train artificial intelligence models. For more detail, see how Coviu handles your data.

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Go home knowing it's handled.

We're opening up to Australian practices now. Book a time and we'll show you how it would run with your forms and your system.