Customizing Your Cliniko Dashboard: A How-To Guide

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October 9, 2023

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Customizing Your Cliniko Dashboard: A How-To Guide

Cliniko dashboards are powerful tools for organizing and sharing information about patient care, scheduling, and more. As an essential part of any healthcare organization’s workflow, it is important to customize the dashboard to meet the specific needs of your practice.

This guide will provide a step-by-step walkthrough on how to best customize your Cliniko dashboard in order to maximize its potential. In this guide you will learn how to:

  • Navigate the dashboard

  • Customize widgets

  • Edit layout options

  • Set preferences

  • Add and remove dashboards

  • Utilize third-party apps

  • Use filters and sorting methods

  • Manage multiple Cliniko accounts

With these steps in hand you can ensure that your Cliniko dashboard fits your practice perfectly.

Navigating the Dashboard

Exploring the navigation of the dashboard can help users become familiar with its layout and features. To begin, it is important to note that each user will have a different version of the dashboard tailored to their individual needs. For example, administrators may have access to additional menus not available to regular users. With this in mind, it is important for each user to understand how they can customize their own view of the dashboard according to their specific requirements.

The actual navigation of the dashboard is fairly straightforward and intuitive. All necessary information should be accessible within a few clicks, allowing users to quickly locate what they need without too much trouble. The search function also allows users to find items easily via keywords or phrases instead of having to manually browse for them in multiple menus or submenus.

In addition, some menu items are collapsible so as not to take up valuable space on the page when not needed or used frequently. Overall, navigating through the cliniko dashboard does not require any special knowledge or technical skills - just a bit of time spent exploring its features and functions!

Customizing Dashboard Widgets

An understanding of the available widgets and their functions is essential for effective personalization of a management system.

Widgets provide users with valuable insights and data that can be used to make informed decisions.

By customizing the dashboard, users can tailor the information they receive in order to focus on relevant data points.

This ensures that important metrics are not overlooked and allows users to quickly access the information needed for accurate decision-making.

The range of options available when customizing the dashboard can be overwhelming at first but, once mastered, this feature provides a powerful tool for managing and analyzing data.

Users have control over how many widgets are displayed on their dashboard as well as which type of widget is presented.

Additionally, it is possible to customize each widget's settings so that only the most pertinent information is shown and irrelevant details are removed from view.

With careful consideration and customization of widgets, organizations can ensure that their dashboard accurately displays all necessary data.

Editing Layout Options

The layout of the dashboard can be edited to personalize the way data is presented, allowing users to easily access and interpret information. With a few simple clicks, users are able to move widgets around their dashboard as they please. This enables them to customize the location and arrangement of their gadgets in order to create a space that is tailored to their individual preferences.

Through this customization process, users can quickly focus on what matters most by placing the most important widgets in places that are easy for them to find. In addition, it allows for a higher level of organization in comparison with static dashboards with predetermined layouts.

An additional benefit of customizing your dashboard’s layout is that it encourages more effective use of available space which makes it easier for users to identify any trends or patterns within the data being displayed. By ensuring that all necessary information is visible without having too many distractions, clinicians can make more informed decisions when managing their practice’s operations and delivering patient care.

With an organized layout, clinicians can easily distinguish between critical items such as appointments and billing information while also gaining insight into other key performance indicators like staff productivity or patient retention rates.

Setting Dashboard Preferences

Through the setting of dashboard preferences, users can tailor their data presentation to quickly access and interpret information that is most relevant to them.

Cliniko's dashboard preferences offer an array of customization options which allow users to adjust the look and feel of the platform. This includes a range of different display choices for charts and graphs, such as pie charts, bar graphs, or line graphs; as well as background colors and fonts.

Additionally, users have the ability to customize the data shown on their dashboards by selecting items from drop-down menus such as patient count, appointment types, practice performance metrics, billing information and more.

By leveraging these customization options in a thoughtful way, users are able to create a dashboard that will help achieve their organization’s goals while providing actionable insights into daily operations. Furthermore, they can easily save any changes made in order to maintain consistency between sessions.

The combination of these features ensures that users have maximum control over their Cliniko experience allowing them to build out an efficient workflow that serves both themselves and their patients best.

Adding & Removing Dashboards

This section focuses on how to add and remove dashboards in order to create an individualized experience that is tailored to the user's needs.

To begin customizing your dashboard, you must first select the ‘Settings’ tab from the main page of Cliniko. From there, you will see a list of options including ‘Dashboard’ which will take you to the settings page for your dashboard.

On this page, users have the option of adding or removing various dashboard panels according to their preferences. To do so, simply click on either 'Add' or 'Remove' at the bottom right corner of each panel's box. This allows you to tailor your dashboard according to what information is most useful and relevant for your unique needs as a clinician.

Additionally, it also provides an easy way to access frequently used sections such as appointment scheduling and patient records with minimal effort. By utilizing this feature, users can quickly customize their Cliniko experience and make navigating the program more efficient and enjoyable.

Utilizing Third-Party Apps

Utilizing third-party apps allows users to extend the capabilities of Cliniko, offering additional features and functionality.

Through integrating these applications with Cliniko, organizations can have access to a range of tools that are tailored to their specific needs. These include booking systems, patient engagement platforms, marketing software and more.

By leveraging these external resources, businesses can maximize their use of the system and realize greater value from their investment in Cliniko.

The integration process is easy and straightforward; simply select the app you wish to use from the list of supported third-party offerings and click “connect”. Once connected, data will be securely passed between Cliniko and the third-party app so that both sets of information remain up-to-date.

This ensures seamless communication between both systems which helps streamline operations for users.

In addition, many of these apps are free or offer free trial periods so that users can test out before committing funds to purchase them outright.

Using Filters & Sorting

Having already discussed the use of third-party apps to customize your Cliniko dashboard, it is now time to consider the use of filters and sorting.

Filters and sorting are two powerful tools for customizing your dashboard that allow users to narrow down their search results and organize data in a way that is most useful for them.

By using filters and sorting, clinicians can quickly find the information they need without having to sift through all of their data.

Filters allow you to narrow down search results based on certain criteria.

For example, when viewing patient records, you can filter by date range or location so that only those records meeting these parameters show up in the list.

This saves time since you don't have to manually look through each record one by one.

Additionally, sorting allows you to order search results according to different criteria such as alphabetical order or number range.

This makes it easy to quickly locate specific information within a large set of data.

With both filtering and sorting capabilities at your disposal, it is possible to make your Cliniko dashboard work exactly as you need it too!

Managing Multiple Cliniko Accounts

Managing multiple Cliniko accounts can be a complicated process, but with the right tools and techniques it can be made simpler. To start, it's important to create a system that is organized and efficient in order to keep track of all of your accounts.

It could be helpful to use an Excel spreadsheet or other software program to store account information such as login details, patient data, payment information, etc. This will help you quickly access the data you need when needed. Additionally, make sure each account has its own unique password and two-factor authentication enabled for added security.

By utilizing these tools and techniques, managing multiple Cliniko accounts becomes much easier and less time consuming. Clinical staff can easily switch between clients without having to log out or manually enter new credentials each time. Furthermore, vital patient data is protected from unauthorized access by the various layers of security provided by Cliniko's comprehensive software system.

With this in place, clinicians can have peace of mind knowing their patients' records are safe and secure while they focus on delivering quality care.


In conclusion, customizing your Cliniko dashboard can be a beneficial tool in streamlining and optimizing business processes. By utilizing the various editing options, users are able to create customized dashboards that meet their individual needs.

This can lead to increased productivity and efficiency in managing multiple accounts. Additionally, by taking advantage of third-party applications and filters, users are able to gain further insights into their data which can help inform future decisions.

Ultimately, customizing your Cliniko dashboard is an excellent way of ensuring that you stay organized and up-to-date with all your business operations.