Patient management

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

Katie avatar Rachel Harkness avatar Emily avatar +1
45 articles in this collection
Written by Katie, Rachel Harkness, Emily and 1 other
General patient information

Add a new patient

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

Edit a patient's details

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

Select a patient

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

Archive or delete a patient

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

Unarchive a patient

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

Merge duplicate patients

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

Add notes to a patient

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

Archive a file attachment

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

Relate patients to one another

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

Send an SMS message to a patient

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

Customise SMS marketing settings

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

Send a letter

Send a letter to a patient.
Emily avatar
Written by Emily
Updated this week

Using the communications log

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

Customise a patient's communication preferences

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

Print a patient's list of upcoming appointments

Print or email a PDF list of a patient's upcoming appointments.
Emily avatar
Written by Emily
Updated over a week ago