Cliniko

Emily

Ray-Ray

Learn how to send forms, letters, SMS messages, or automate communication to your patients.

Communicating with patients

A quick overview on how to set up appointment confirmations and reminders!

A quick overview of appointment reminders & confirmations

Appointment confirmation, reminder, and cancellation

Automatically send emails to patients when they book an appointment.

Set up appointment confirmation emails

Select which appointment types should send confirmations!

Select which appointments should send confirmation emails

Don't want to send booking confirmation emails out? Turn them off for appointment types or individiual patients!

Disable appointment confirmation emails

Confirmation emails

Send automated email reminders to your patients!

Set up email appointment reminders

Send automated SMS reminders to your patients!

Set up SMS appointment reminders

Select which appointment types should send reminders!

Select which appointments should send reminders

Disable appointment reminders and follow-up messages for individual clinics.

Turn off appointment reminders and follow-up messages for specific locations

Reminder emails and SMS

Automatically notify patients when their appointments are cancelled.

Patient appointment cancellation emails

If you don't want to send cancellation emails out, you can turn them off for appointment types or individiual patients.

Disable appointment cancellation emails

Cancellation emails

Create secure forms to send to your patients, which they can fill out and submit back to you, all online.

Patient forms

Create forms that your patients can fill out online and securely submit back to you.

Getting started with secure patient forms

Require that certain questions in your patient forms be mandatory.

Add required questions to patient forms

Display your logo on secure patient forms, which can be sent directly to your patient and completed online!

Add your logo to patient forms

Create templates for your forms, which you can then email to your patients.

Create patient form templates

When you send your forms out to patients, they can digitally sign them!

Let patients digitally sign forms

Automatically send your patients a PDF copy of their completed forms.

Email patients a copy of their completed forms

Import an image or PDF file directly into Cliniko.

Upload your own patient form templates

Here’s what to do if you run into issues uploading patient form or treatment note templates.

Troubleshooting errors when uploading templates

Getting started with patient forms

Set up your appointment confirmation templates to automatically include patient forms!

Automatically send forms to patients

Create a form that can be sent via email or SMS, rather than in an automated confirmation email.

Send a one-off form to a patient

If patient forgets to fill their form out, you can help them fill it out and submit it when they're at your clinic.

Let patients fill forms out in the clinic

Include a privacy policy in your patient forms, so patients can agree to it when they submit.

Add your privacy policy to patient forms

You won't be able to embed forms into your website, but we can show you how to email them to patients!

Can I embed patient forms into my website?

Share patient forms with other Cliniko users—they can then add the forms to their account!

Export a patient form template

Send intake forms to first-time patients.

How do I send an intake form to new patients only?

Have the patient's profile page automatically update with details from a completed form.

Automatically update the patient record via forms

Patient form management

You can use the letters feature to follow up with patients, referring doctors, and more!

Writing and sending letters: an overview

Write a letter to print off or email to your patients or third parties!

Write a letter

Send a letter

Set up letter templates so that you can write and send letters to patients!

Create letter templates

Letters

An overview on everything you need to know about setting up patient recalls.

Set up patient recalls

Send bulk emails to patients to notify them about changes in your clinic.

Send group emails to your patients

Send a bulk SMS message to all or some of your patients.

Send group SMS messages to your patients

Print or email a list of a patient's upcoming appointments.

Email or print a patient's list of upcoming appointments

Patient settings for marketing SMS and Email.

Customise marketing settings

Regulations set by email providers require certain types of messages to allow recipients to opt out of receiving them.

What are marketing messages, and why do they include unsubscribe links?

Here’s how to set up follow-up emails and SMS! 📧📱

A quick overview of follow-up messages

Katie

Recalls, follow-up, and group messages

Send an SMS message to a patient

SMS messages

Review emails and SMS messages that have been sent to (or received from) your patients.

Using the communications log

Use the communications log to find the ID number of any communication.

Find a communication ID number

Give certain patients a different reminder or confirmation email setting.

Customise a patient's communication preferences

Are SMS messages not reaching your patients? Let's investigate the possible reasons!

Patients aren't receiving SMS messages

Some of the common reasons why a patient would not be getting appointment reminder emails, and how to fix them.

Patients aren't receiving reminder emails

Some of the common reasons why a patient would not be getting appointment confirmation emails.

Patients aren't receiving confirmation emails

Troubleshooting communication issues

Find answers and get help from Intercom Support and Community Experts

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