Cliniko Help
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Advice and answers from the Cliniko Team

Setting up your Cliniko account

New to Cliniko? Learn how to set up your account!

Rachel Harkness avatarEmily avatarJason Goncalves avatar
By Rachel and 7 others8 authors80 articles

COVID-19 & Cliniko

A hub for information relating to COVID-19 and how Cliniko can help you.

Emily avatar
By Emily1 author11 articles

Managing user settings

Are other admin staff or practitioners going to be using your Cliniko account? Learn how to set them up and manage their permissions.

Emily avatarMartina avatar
By Emily and 1 other2 authors14 articles

Booking appointments

Book appointments for your patients, schedule your hours, and learn all sorts of nifty stuff about appointment management.

Emily avatarRachel Harkness avatarClinton Beeken avatar
By Emily and 2 others3 authors32 articles

Patient management

Add patients to your Cliniko account, manage their settings, and more.

Rachel Harkness avatarEmily avatarKatie avatar
By Rachel and 2 others3 authors49 articles

Telehealth

Use Cliniko's telehealth feature to have online-based, video chat appointments with your patients.

Emily avatarJoel Friedlaender avatarJason Goncalves avatar
By Emily and 2 others3 authors25 articles

Invoices & payments

Create invoices for your patients, process payments, and integrate Cliniko with your Xero account.

Emily avatarRachel Harkness avatarMartina avatar
By Emily and 5 others6 authors46 articles

Refunds & account credit

Learn how to refund a patient, manage prepaid funds, and more.

Emily avatar
By Emily1 author10 articles

Writing patient notes

Write treatment notes for your patients—you can mark up body charts, as well!

Emily avatarRachel Harkness avatar
By Emily and 1 other2 authors9 articles

Patient forms

Create secure forms to send to your patients, which they can fill out and submit back to you, all online.

Emily avatar
By Emily1 author12 articles

Time zone management

If you see patients in time zones outside of your clinic's local time, read the guides in this section!

Emily avatarRachel Harkness avatar
By Emily and 1 other2 authors7 articles

Let your patients book online

Allow your patients to book appointments from their computer, mobile phone, or tablet!

Rachel Harkness avatarEmily avatarJason Goncalves avatar
By Rachel and 3 others4 authors34 articles

Products and expenses

Enter expenses and sell, manage, and update stock levels in Cliniko.

Emily avatarKatie avatarRachel Harkness avatar
By Emily and 2 others3 authors12 articles

Reporting

Get details on your appointments, finances, patients, and more.

Emily avatar
By Emily1 author30 articles

Switching to Cliniko

Here you'll find comprehensive guides that will walk you through the steps of migrating data from your existing practice management system to Cliniko!

Marcus avatarEmily avatar
By Marcus and 1 other2 authors15 articles

Security

Your data is already super-duper secure in Cliniko, but there are extra measures that you can take to lock things down even further!

Rachel Harkness avatarEmily avatarMatthew Jones avatar
By Rachel and 3 others4 authors13 articles

Privacy

How your data is stored and handled in Cliniko and how we comply with data and privacy regulations.

Emily avatarJason Goncalves avatarKatie avatar
By Emily and 3 others4 authors11 articles

Cliniko Community

The Cliniko Community is a safe and private space that lets you connect with others working in healthcare to discuss important topics, including all things Cliniko and more.

Rachel Harkness avatar
By Rachel1 author1 article
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