Import a treatment note template

Import a treatment note template from a friend or colleague who also uses Cliniko!

Emily avatar
Written by Emily
Updated over a week ago

If you or one of your colleagues has exported a treatment note template and wish to share it with someone or use it in your own Cliniko account, all you'll need to do is import the file!

Import a treatment note template

Head to Settings, and then Treatment note templates:

Click the Import Cliniko file button:

Navigate to the area on your computer where the exported template is stored (a good place to keep it would be on your desktop!). 

Select the file (it will be the .json file that had previously been exported from a Cliniko account), and import it. 

Below is an example of what the file selection window will look like on a Mac:

Import it, and it'll now live in your Cliniko account! You can use it as-is, or customise it even further. 

If you try to open the file on your computer (before you import it), it'll look like a bunch of gibberish! This is expected, as the file can only be "read" once it's been imported into Cliniko.

Want to create your own treatment note templates? You can learn how to do that here!

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