Group 65
Go to Cliniko
All Collections
Patient management
Patient management
Add patients to your Cliniko account, manage their settings, and more.
+1
41 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.
Written by
Emily Gable
Updated over a week ago
Edit a patient's details
Edit or update a patient's details.
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.
Written by
Emily Gable
Updated over a week ago
Select a patient
Select a patient and view or edit their details.
Written by
Emily Gable
Updated over a week ago
Archive or delete a patient
Archive or permanently delete a patient.
Written by
Emily Gable
Updated over a week ago
Unarchive a patient
Make an archived patient active again!
Written by
Emily Gable
Updated over a week ago
Merge duplicate patients
Accidentally have two versions of the same patient? Merge them together!
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.
Written by
Emily Gable
Updated over a week ago
Add notes to a patient
Add important notes and extra information to a patient.
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.
Written by
Emily Gable
Updated over a week ago
Archive a file attachment
Remove a file attachment.
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.
Written by
Emily Gable
Updated over a week ago
Relate patients to one another
Set up relationships (siblings, parents, spouse, etc.) between patients.
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.
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.
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 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 Gable
Updated over a week ago
Patient cases
Getting started with patient cases
Create cases to manage series of treatments for your patients.
Written by
Emily Gable
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 Gable
Updated over a week ago
Attach files to patient cases
Keep track of specific files by adding them to patient cases.
Written by
Emily Gable
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 Gable
Updated over a week ago
Communicating with patients
Send an SMS message to a patient
Send an SMS text message to a patient.
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.
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 over a week ago
Patient data
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
Contact management
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
Cliniko & Mailchimp
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