Patient Management

Add patients to your Cliniko account, write treatment notes for them, and more.

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31 articles in this collection
Written by Emily Gable, Katie Faulkner, and Rachel Harkness 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

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

Add Notes to a Patient

Add important notes 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

Delete a File Attachment

Delete a file attachment for a patient.
Written by Emily Gable
Updated over a week ago

Write A Treatment Note

Write treatment notes for your patients.
Written by Emily Gable
Updated over a week ago

Create a History Report

Grab all of a patient's appointment history and treatment notes in one document!
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
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 Faulkner
Updated yesterday

Customise SMS Marketing Settings

Set your defaults for SMS marketing.
Written by Emily Gable
Updated today

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

Customise a Patient's Communication Preferences

Give certain patients a different reminder or confirmation email setting.
Written by Emily Gable
Updated yesterday

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 over a week ago