Cliniko Integration Feature

 Integrating Cliniko with Your Dashboard: A Step-by-Step Guide

Our integration with Cliniko enhances your workflow by adding a dashboard tab at the top of your screen. This feature is designed to streamline your daily schedule management, offering a seamless overview of your appointments. Here's how to make the most out of this integration:

 Accessing Your Day's Diary

- Upon selecting the dashboard tab, your Day's Diary will automatically populate.

- When you open the dashboard, it displays a list of all your scheduled patients for the day, including their arrival status.

- From here, you can initiate your consultation with a choice between an initial or a follow-up consult type.

 Starting a Consultation

- The integration conveniently preloads the patient's name into the session, saving you time and minimizing the risk of errors.

 Managing Clinical Notes

- After creating clinical notes, you can either use the direct "send to Cliniko" button or "mark as complete " which copies to the clipboard to enable paste into your notes or reports.

The notes will then appear back in Cliniko 

 Transferring Patient Summaries and Medical Letters

- The process for transferring patient summaries and medical letters is via the clipboard feature
- To transfer letters, simply return to our letter writing section within the patient's notes. You can then paste the information either by right-clicking and selecting paste, or by using the shortcut command (Command + V for Mac or Control + V for Windows).

This guide aims to help you navigate the Cliniko integration efficiently, ensuring your patient management process is as smooth and streamlined as possible.