Patient management

Adding custom patient fields

Customise and create additional fields for the patient details page.

Written by Rachel Harkness
Updated over a week ago

Add a new patient

Add a patient to Cliniko account.

Written by Emily
Updated over a week ago

Edit a patient's details

Edit or update a patient's details.

Written by Emily
Updated over a week ago

Add a preferred name for a patient

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.

Written by Emily
Updated over a week ago

Select a patient

Select a patient and view or edit their details.

Written by Emily
Updated over a week ago

Archive or delete a patient

Archive or permanently delete a patient.

Written by Emily
Updated over a week ago

Unarchive a patient

Make an archived patient active again!

Written by Emily
Updated over a week ago

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

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

Written by Emily
Updated over a week ago

Merge duplicate patients

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

Written by Emily
Updated over a week ago

Create notes that appear on all appointments for a patient

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

Written by Emily
Updated over a week ago

Add notes to a patient

Add important notes and extra information to a patient.

Written by Emily
Updated over a week ago

Attach a file to a patient

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

Written by Emily
Updated over a week ago

Archive a file attachment

Remove a file attachment.

Written by Emily
Updated over a week ago

Add a medical alert to a patient

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

Written by Emily
Updated over a week ago

Relate patients to one another

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

Written by Emily
Updated over a week ago

Assign a concession type to a patient

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

Written by Emily
Updated over a week ago

Assign a recall type to a patient

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

Written by Emily
Updated over a week ago

Assign a referral source to a patient

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

Written by Emily
Updated over a week ago

Collecting patient consent for your privacy policy

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

Written by Emily
Updated over a week ago

Record a patient's pronouns in their details

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

Written by Emily
Updated over a week ago

Automatically include a patient's pronouns in letters

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

Written by Emily
Updated over a week ago

Tracking packages with patient cases and account credit

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

Written by Rachel Harkness
Updated over a week ago

Getting started with patient cases

Create cases to manage series of treatments for your patients.

Written by Emily
Updated over a week ago

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

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

Written by Emily
Updated over a week ago

Add appointments to patient cases

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

Written by Emily
Updated over a week ago

Attach files to patient cases

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

Written by Emily
Updated over a week ago

Add referral details to patient cases

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

Written by Emily
Updated over a week ago

Export all of a patient's information

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

Written by Emily
Updated over a week ago

Record communication notes

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

Written by Emily
Updated over a week ago

Send an SMS message to a patient

Send an SMS text message to a patient.

Written by Emily
Updated over a week ago

Send group SMS messages to your patients

Send a bulk SMS message to all or some of your patients.

Written by Katie
Updated over a week ago

Send group emails to your patients

Send bulk emails to patients to notify them about changes in your clinic.

Written by Emily
Updated over a week ago

Customise SMS marketing settings

Set your defaults for SMS marketing.

Written by Emily
Updated over a week ago

Write a letter

Write a letter to print off or email to your patients or third parties!

Written by Emily
Updated over a week ago

Send a letter

Send a letter to a patient.

Written by Emily
Updated over a week ago

Using the communications log

Review emails and SMS messages that have been sent to (or received from) your patients.

Written by Emily
Updated over a week ago

Patients aren't receiving SMS messages

Are SMS messages not reaching your patients? Let's investigate the possible reasons!

Written by Emily
Updated over a week ago

Patients aren't receiving reminder emails

Some of the common reasons why a patient would not be getting appointment reminder emails, and how to fix them.

Written by Emily
Updated over a week ago

Patients aren't receiving confirmation emails

Some of the common reasons why a patient would not be getting appointment confirmation emails.

Written by Emily
Updated over a week ago

Find a communication ID number

Use the communications log to find the ID number of any communication.

Written by Emily
Updated over a week ago

Customise a patient's communication preferences

Give certain patients a different reminder or confirmation email setting.

Written by Emily
Updated over a week ago

Email or print a patient's list of upcoming appointments

Print or email a list of a patient's upcoming appointments.

Written by Rachel Harkness
Updated over a week ago

Add a contact

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

Written by Emily
Updated over a week ago

Import contacts into Cliniko

Import a group of third-party contacts into Cliniko.

Written by Emily
Updated over a week ago

Add a referring doctor to a patient

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

Written by Emily
Updated over a week ago

Send a letter to a referring doctor

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

Written by Emily
Updated over a week ago

Integrate Cliniko with your Mailchimp account

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

Written by Emily
Updated over a week ago

Enable double opt-in for your Mailchimp audience

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

Written by Rachel Harkness
Updated over a week ago