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.
Who can send treatment notes?
Only users with the practitioner or 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.
How to send a treatment 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'll see a few options when preparing to send the note:
If the patient has an email, a referring doctor's email, or a third-party email saved on their profile, these will appear automatically as recipients. You can also manually add additional addresses if needed.
By default, the Email subject is formatted as: 'Treatment note template name - Treatment note last edit date'.
You can choose which email address the note is sent from using the Send as field. You can send from your own email address or from a business location on your account. Any replies will go to the email address you chose:
Edit the subject and content if you want to customise the message and then select Send email when you're ready.
The recipient will receive an email from the Send as email that you selected with the treatment note attached as a PDF:
Keeping track of sent notes
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:
A note on email security
Depending on variables including your location, profession, and the nature of the information being shared, it may not be appropriate for you to send treatment notes via email. All emails sent from Cliniko are encrypted using TLS, but if the recipient email address does not support TLS, the email would fall back to an unencrypted connection.
For questions around compliance, we recommend you reach out to your professional association, or a legal professional.
There's a lot more you can do with treatment notes in Cliniko such as creating templates to save time, or adding a logo in your notes. Check out the full range of treatment note options here! 📝