Health records

All health records features

• Store files

  Store all of your patient’s images, letters, and any other type of files in Cliniko. Drag and drop multiple files into Cliniko and upload them all at once.
• Treatment notes

  Record all of your notes directly in Cliniko, so they’re available when you need them, on any device.
• Configurable templates

  Treatment note templates are completely customisable allowing them to be simple or complex to suit your needs.
• Body charts

  If you need to use diagrams or charts when writing notes for your patients, Cliniko has you covered.
• Mobile friendly

  Take all of your health records with you while you’re on the move. View or write on your laptop, tablet, or smartphone.
• Patient forms

  Bring your patient forms online with customised intake forms, questionnaires, and surveys. Secure and easy to use, submitted forms are automatically added to your patients' records.

• Custom patient fields

  Add custom details like vaccination status, insurance coverage, VIP dates, or any other information that helps you to better manage and understand your clients or patients.

• Multi-disciplinary

  Create as many templates as you’d like so each practitioner can record what’s important for their session.

• Practitioner permissions

  Choose to restrict practitioners from viewing others’ notes, ensuring privacy between practitioners.

• Compliant

  Automatically record when the note was finished to help be compliant with your note-taking requirements.

• Searchable

  Use Cliniko’s search to find relevant history quickly and spend less time flicking through files.
• Draft notes

  Save a note as a draft so you can finish writing it at your convenience.

• Refer to previous notes

  Easily scan previous records writing a treatment note. Copy the last note into your blank template and edit it to save time typing repetitive notes.
• Attach files

  Store all of your patient’s images, letters, and any other type of files in Cliniko. Drag and drop multiple files to upload them all at once.

• Medical alerts

  Add alerts that provide at-a-glance crucial notes about your client’s health.

• Export treatment note to PDF

  Export treatment notes to PDF to share them with doctors and other practitioners.

• Pin important notes

  Important treatment notes can be pinned to the top of the list so you can refer to them more easily.
• Account balance

  See how much clients owe, or how much they’re in credit. Easily find out if a client has outstanding invoices.

• Communication record

  SMS and emails sent and received in Cliniko are automatically added to the client record. Manually add communications made verbally or over the phone.

• Client privacy

  Respect the privacy rights of your clients with Cliniko’s privacy tools.
• Letters

  Write letters for patients, doctors, and third parties directly in Cliniko.

• Letter templates

  Create templates with placeholders to get relevant information added automatically.