Treatment notes can be sent from Cliniko as a PDF attachment. Whether it's for sharing treatment plans with your patients, sharing findings with doctors and other practitioners, or sending documentation of services for NDIS billing and compliance, you can send a note straight from a patient's profile.

Notes can be sent whether they're saved as a draft or marked as final.

Only users with the practitioner and administrator role can send treatment notes.

If your Cliniko account has the setting enabled to restrict notes to the authoring practitioner, practitioners can only send notes they've written themselves. An administrator can head to Settings → Our clinic → General settings to turn on or off this restriction:

Administrators can send any note.

Open the patient's profile and go to their Treatment notes:

Find the note you want to send and select Send at the bottom of it:

You will see a few options when preparing to send it as an email:

If the patient has an email or a third-party email saved on their profile, these will appear automatically. You can also manually add any additional email addresses if needed. Edit the subject and content if you want to customise the message and then hit Send email when you're ready.

The recipient will receive an email with the treatment note attached as a PDF.

Once a note has been sent, a record of it will appear in the Communications tab, listed as a Treatment note type. Click on the date to view the record in more detail:

There's a lot more you can do with treatment notes in Cliniko such as creating templates to save time, or setting up note restrictions to control who can view them. Check out the full range of treatment note options here! 📝