Patient management

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

Katie avatar Rachel Harkness avatar Emily Gable avatar +1
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