Add a new patient

Add a patient to Cliniko account.

Written by Emily Gable
Updated this week

Edit a patient's details

Edit or update a patient's details.

Written by Emily Gable
Updated this week

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 Gable
Updated this week

Select a patient

Select a patient and view or edit their details.

Written by Emily Gable
Updated this week

Archive or delete a patient

Archive or permanently delete a patient.

Written by Emily Gable
Updated this week

Unarchive a patient

Make an archived patient active again!

Written by Emily Gable
Updated this week

Merge duplicate patients

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

Written by Emily Gable
Updated this week

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 Gable
Updated this week

Add notes to a patient

Add important notes and extra information to a patient.

Written by Emily Gable
Updated this week

Attach a file to a patient

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

Written by Emily Gable
Updated this week

Archive a file attachment

Remove a file attachment.

Written by Emily Gable
Updated this week

Add a medical alert to a patient

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

Written by Emily Gable
Updated this week

Relate patients to one another

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

Written by Emily Gable
Updated this week

Assign a concession type to a patient

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

Written by Emily Gable
Updated this week

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 Gable
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 Gable
Updated this week

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 Gable
Updated this week

Send an SMS message to a patient

Send an SMS text message to a patient.

Written by Emily Gable
Updated this week

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

Customise SMS Marketing Settings

Set your defaults for SMS marketing.

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!

Written by Emily Gable
Updated over a week ago

Send a Letter

Send a letter to a patient.

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.

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!

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.

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.

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.

Written by Emily Gable
Updated this week

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!

Written by Emily Gable
Updated this week

Export all of a patient's information

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

Written by Emily Gable
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 Gable
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 Gable
Updated over a week ago

Import Contacts into Cliniko

Import a group of third-party contacts into Cliniko.

Written by Emily Gable
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 Gable
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 Gable
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 Gable
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

Automated Birthday Wishes Using the Mailchimp Integration

Send birthday wishes to your Cliniko patients using the Cliniko → Mailchimp integration!

Written by Dara Lynch
Updated over a week ago

Create an Automated Retention Campaign in Mailchimp

🔥 Need to reignite the spark with some patients? The Cliniko → Mailchimp integration can really help with your retention efforts!

Written by Dara Lynch
Updated over a week ago