Cliniko

Emily

Rachel Harkness

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

Patient management

Customise and create additional fields for the patient details page.

Adding custom patient fields

Add a new patient

Edit a patient's details

If any of your patients would prefer to be called something other than their legal first name, you can add a preferred first name for them.

Add a preferred name for a patient

Select a patient and view or edit their details.

Select a patient

Archive or delete a patient

Unarchive a patient

Unable to see archived patients in your main list? They're just hidden—learn how to make them show up again.

Help! I can't find any of my archived patients.

Accidentally have two versions of the same patient? Merge them together!

Merge duplicate patients

Set up notes and alerts that show up on each appointment for a patient.

Create notes that appear on all appointments for a patient

Add important notes and extra information to a patient.

Add notes to a patient

Attach files (images, PDFs, Word documents, even videos!) to your patients.

Attach a file to a patient

Archive a file attachment

Add an alert that provides at-a-glance information about patients.

Add a medical alert to a patient

Set up relationships (siblings, parents, spouse, etc.) between patients.

Relate patients to one another

Automatically give your patients concession discounts on services by assigning concession types.

Assign a concession type to a patient

Assign recall types to your patients so that you can track when they need to be followed up with.

Assign a recall type to a patient

Track where your patients are coming from by assigning referral sources.

Assign a referral source to a patient

If you need your patients' consent for your privacy policy, you can keep track of it in Cliniko.

Collecting patient consent for your privacy policy

How to update patient's sex and gender identity fields within Cliniko.

Recording patient sex and gender identity

You can specify what a patient's pronouns are in their account details.

Record a patient's pronouns in their details

Use placeholders to include a patient's pronouns in outgoing communications, such as referral letters.

Automatically include a patient's pronouns in letters

How to handle patient files when a patient is discharged.

Discharging a patient in Cliniko

General patient information

Create cases to manage series of treatments for your patients.

Getting started with patient cases

Keep track of the number of sessions or appointments used for a pre-paid package

Tracking packages with patient cases and account credit

When setting up a patient case, you have the option to choose based on appointments, invoiced amounts, or an unlimited combo of both.

Understanding patient cases: unlimited, maximum appointments, or maximum invoiceable amount

Relate specific appointments to cases—making it easier to track how many appointments have taken place.

Add appointments to patient cases

Keep track of specific files by adding them to patient cases.

Attach files to patient cases

Link referring doctors to cases, making it easy to see who referred the patient to you for this series of treatments.

Add referral details to patient cases

Patient cases

Export every single piece of information that has ever been entered about a patient.

Export all of a patient's information

Jot down some notes about any type of communication you may have with a patient!

Record communication notes

Patient data

Add a contact (such as a referring doctor or third-party payer) to Cliniko.

Add a contact

Import a group of third-party contacts into Cliniko.

Import contacts into Cliniko

If a patient has been referred by someone, you can link that person up with the patient as a referring doctor!

Add a referring doctor to a patient

Learn how to send letters to a patient's referring doctor.

Send a letter to a referring doctor

Send a letter to a third-party payer or anyone else who may need communications regarding a patient's services.

Send a letter to a contact

A quick-start guide to handling patient referrals (from doctors or other third-parties) in Cliniko!

Managing patient referrals: an overview

Contact management

Connect your Cliniko database with Mailchimp to send newsletters out to your patients!

Integrate Cliniko with your Mailchimp account

Send an automatic opt-in email to patients when added to your Mailchimp audience.

Enable double opt-in for your Mailchimp audience

Cliniko & Mailchimp

Find answers and get help from Intercom Support and Community Experts

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