Export a treatment note template

Export a treatment note template to share with your friends and colleagues who also use Cliniko!

Emily avatar
Written by Emily
Updated over a week ago

As a practitioner, it can be valuable to share resources amongst your colleagues. Cliniko will allow you to export your treatment note templates in order to share them with another practitioner who uses Cliniko!

It's quick and easy to export and share your treatment note templates, but you will need to be an Administrator on your account to do this one.

We recommend that when you export, that you avoid doing it on Safari. Safari tries to "read" the export file instead of saving it (which ends up resulting in some confusing displays!), so we recommend Chrome!

Export a treatment note template

Head to Settings, and then Treatment note templates:

Click on the template you wish to export, and then click the Export button:

That's all there is to it! 

To obtain the exported file, navigate to the downloads directory on your computer. If you're on a Mac, this will be in the Finder. If you're on a PC, it will be in your Start menu.

The exported file will have a .json extension and will be titled according to the name of the Template that you exported (such as First Visit.json).

You can share this .json file with your colleague (or they can share theirs with you!), and it can be imported into Cliniko for use as a treatment note template.

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