Cliniko

Emily

Ray-Ray

Write treatment notes for your patients—you can mark up body charts, as well!

Writing patient notes

Write a treatment note

Add uploaded patient files into your notes.

Link file attachments in treatment notes

Learn how to handwrite your patient notes instead of typing!

Using an Apple Pencil or stylus to write treatment notes

Learn how to use voice dictation instead of typing throughout Cliniko — including your patient treatment notes!

Voice dictation options for Cliniko

Save your treatment notes as PDFs—and print them!

Save and print treatment notes

Download a copy all of a patient's appointment history, treatment notes, and completed forms in one document!

Download or print all of a patient's notes, forms, and appointment history

Import an image or PDF file directly into Cliniko.

Upload your own treatment note templates

Send treatment notes to patients, insurance companies, or doctors directly from Cliniko.

Sending treatment notes

Treatment notes

Learn how to set up body charts and use them in your treatment notes!

Using body charts in treatment notes

Include "body chart" questions in your treatment note templates!

Add "body chart" questions to treatment note templates

Use your own images or diagrams for body charts!

Upload your own body chart templates

How to use the body chart editor in Cliniko.

Understanding the body chart editor

Body charts

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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