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Switching to Cliniko

Here you'll find comprehensive guides that will walk you through the steps of migrating data from your existing practice management system to Cliniko!

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Setting up your Cliniko account

New to Cliniko? Learn how to set up your account!

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Managing user settings

Are other admin staff or practitioners going to be using your Cliniko account? Learn how to set them up and manage their permissions.

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Booking appointments

Book appointments for your patients, schedule your hours, and learn all sorts of nifty stuff about appointment management.

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Patient management

Add patients to your Cliniko account, manage their settings, and more.

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Communicating with patients

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

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Telehealth

Use Cliniko's telehealth feature to have online-based, video chat appointments with your patients.

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Invoicing & payments

Create invoices for your patients, process payments, and integrate Cliniko with your Xero account.

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Refunds & account credit

Learn how to refund a patient, manage prepaid funds, and more.

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Writing patient notes

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

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Time zone management

If you see patients in time zones outside of your clinic's local time, read the guides in this section!

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Let your patients book online

Allow your patients to book appointments from their computer, mobile phone, or tablet!

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Products and expenses

Enter expenses and sell, manage, and update stock levels in Cliniko.

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Reporting

Get details on your appointments, finances, patients, and more.

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Security

Your data is already super-duper secure in Cliniko, but there are extra measures that you can take to lock things down even further!

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Privacy

How your data is stored and handled in Cliniko and how we comply with data and privacy regulations.

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Cliniko Community

The Cliniko Community is a safe and private space that lets you connect with others working in healthcare to discuss important topics, including all things Cliniko and more.