Patient Management

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

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38 articles in this collection
Written by Katie, Rachel Harkness, Emily Gable and 1 other
General Patient Information

Add a New Patient

Add a patient to Cliniko account.
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Written by Emily Gable
Updated over a week ago

Edit a Patient's Details

Edit or update a patient's details.
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Written by Emily Gable
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.
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Written by Emily Gable
Updated over a week ago

Select a Patient

Select a patient and view or edit their details.
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Written by Emily Gable
Updated over a week ago

Archive or Delete a Patient

Archive or permanently delete a patient.
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Written by Emily Gable
Updated over a week ago

Unarchive a Patient

Make an archived patient active again!
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Written by Emily Gable
Updated over a week ago

Merge Duplicate Patients

Accidentally have two versions of the same patient? Merge them together!
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Written by Emily Gable
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.
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Written by Emily Gable
Updated over a week ago

Add Notes to a Patient

Add important notes and extra information to a patient.
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Written by Emily Gable
Updated over a week ago

Attach a File to a Patient

Attach files (images, PDFs, Word documents, even videos!) to your patients.
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Written by Emily Gable
Updated over a week ago

Archive a File Attachment

Remove a file attachment.
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Written by Emily Gable
Updated over a week ago

Add a Medical Alert to a Patient

Add an alert that provides at-a-glance information about patients.
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Written by Emily Gable
Updated over a week ago

Relate Patients to One Another

Set up relationships (siblings, parents, spouse, etc.) between patients.
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Written by Emily Gable
Updated over a week ago

Assign a Concession Type to a Patient

Automatically give your patients concession discounts on services by assigning concession types.
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Written by Emily Gable
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.
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Written by Emily Gable
Updated over a week ago

Assign a Referral Source to a Patient

Track where your patients are coming from by assigning referral sources.
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Written by Emily Gable
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.
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Written by Emily Gable
Updated over a week ago
Communicating With Patients

Send an SMS Message to a Patient

Send an SMS text message to a patient.
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Written by Emily Gable
Updated over a week ago

Send Group SMS Messages to Your Patients

Send a bulk SMS message to all or some of your patients.
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Written by Katie
Updated over a week ago

Customise SMS Marketing Settings

Set your defaults for SMS marketing.
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Written by Emily Gable
Updated over a week ago

Write a Letter

Write a letter to print off or email to your patients or third parties!
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Written by Emily Gable
Updated over a week ago

Send a Letter

Send a letter to a patient.
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Written by Emily Gable
Updated over a week ago

Using the Communications Log

Review emails and SMS messages that have been sent to (or received from) your patients.
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Written by Emily Gable
Updated over a week ago

Patients Aren't Receiving SMS Messages

Are SMS messages not reaching your patients? Let's investigate the possible reasons!
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Written by Emily Gable
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.
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Written by Emily Gable
Updated over a week ago

Find a communication ID number

Use the communications log to find the ID number of any communication.
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Written by Emily Gable
Updated over a week ago

Customise a Patient's Communication Preferences

Give certain patients a different reminder or confirmation email setting.
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Written by Emily Gable
Updated over a week ago

Setting Up SPF and DKIM

If you're getting a lot of reports of spam or email bounces, you may need to set SPF and DKIM within your domain. This will show you how!
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Written by Emily Gable
Updated over a week ago