Reporting | Cliniko Help

Appointment reports

Appointments schedule report

See a report of your daily, weekly, or monthly appointments.

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See cancelled and missed appointments

Get a list of appointments that have been marked as "cancelled" or "Did not arrive".

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Print a hard copy list of appointments to help if you don't have internet access

If you know you might not have access to the internet, you can print out a list of appointments for the days ahead.

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Updated over a week ago

Patient reports

Find your total number of patients

Get the total number of patients in your Cliniko account.

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View patient birthdays

See who has a birthday each month!

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Find patients without upcoming appointments

Need to know who doesn't have anything in the books? This report will help you out!

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Recalling patients

Recall patients so that you can see when they should be coming back in!

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See how much money patients have spent

See a list of patients based on how much they've spent at your clinic.

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See which patients have account credit

Get a list of all your patients who have account credit on their file!

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See which patients have accepted your privacy policy

Use data exports to get a list of all patients who have accepted your privacy policy.

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Transaction reports

View daily payments

See a list of all the payments from particular day to help balance your transactions!

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View a summary of all payments

See the total amount (and type) of payments over a period of time.

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View all outstanding invoices

Run a report to see which invoices are still owing!

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See which appointments haven't been invoiced yet

If you need to see which appointments haven't yet had invoices created, this report is for you!

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See your total practice revenue

See exactly how much your clinic has invoiced over a certain period of time!

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Calculate practitioner earnings

See how much a particular practitioner has earned over a period of time.

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Practitioner reports

Understanding the practitioner performance report

The practitioner performance report provides you with helpful metrics to see how your practitioners are doing. Learn how it works!

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Updated over a week ago

Service hours in the practitioner performance report: what are they?

Service hours are defined as the total amount of hours that a practitioner sees patients.

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Refresh the practitioner performance report to get the most recent data

Update the performance report to get the most up-to-date information.

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Data exports

Export your data

Export all (and we mean ALL) of your data from Cliniko!

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Exporting patients

Get a spreadsheet of all your patients' details!

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Export patient appointments

Get a spreadsheet that includes information about appointments that patients have booked.

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Export wait list entries

Grab a list of all your wait list entries, or ones from a certain period of time.

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Export patient cases

Get a list of all your cases so you can review all case information at a glance.

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View archived records

If you'd like to find a record of archived items, you can use the data exports function!

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Find draft treatment notes

Find a log of treatment notes based on "draft" or "final" status.

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Export appointment types

Export a spreadsheet that includes all of your appointment types and their related information.

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Be notified when a data export is complete

You can opt to receive an email when a data export is done.

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Printing reports

Help! I'm trying to print a report and it looks bad.

If you're trying to print a report from Cliniko but the edges cut off, you'll want to adjust the margins within the print settings.

Written by Emily
Updated over a week ago