How To Use Cliniko To Streamline Your Patient Intake Process

September 5, 2023

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How To Use Cliniko To Streamline Your Patient Intake Process

Cliniko is a cloud-based practice management and patient intake system designed to help streamline the patient intake process. It helps professionals in the healthcare industry manage their workflow efficiently, enabling them to focus on providing quality care to their patients.

Cliniko's features include managing patient records, scheduling appointments, creating reminders and processing payments. Additionally, it allows businesses to integrate with third-party software for further automation of processes such as electronic medical billing or appointment bookings.

Through its intuitive dashboard, users can track performance metrics and monitor their progress over time. In this article we will explain how you can use Cliniko to streamline your patient intake process.

What is Cliniko?

By providing a comprehensive medical practice management system, Cliniko assists in the organization of patient information and simplifies administrative tasks.

Cliniko is a cloud-based software that was designed with healthcare professionals in mind. It provides an intuitive interface for users to manage their daily tasks and keep track of patient records, as well as streamline other operations such as appointment scheduling, billing administration, and financial reports.

The platform also allows practitioners to communicate securely with patients using secure messaging tools. Additionally, clinicians can customize the software according to their specific needs and preferences in order to increase efficiency throughout their practice.

Cliniko is a powerful tool for making sure that your patient intake process runs smoothly and effectively. With this platform, practitioners have access to detailed insights into each individual client’s profile so they can make informed decisions about care plans or referrals.

Moreover, Cliniko has features that allow you to quickly search through any data stored in the system – from past treatments to present medications – allowing you the ability to find exactly what you need at any given time. By taking advantage of these features you will be able to provide your patients with a high level of service while also saving yourself valuable time.

Setting Up Your Cliniko Account

Establishing a Cliniko account is essential for optimizing the administrative workflow associated with welcoming new clients. Through its easy-to-use interface, users are able to set up their accounts quickly and start utilizing all of the features that Cliniko offers.

An important step in setting up an account is entering patient data such as name, contact information, medical history, and insurance details. This allows for more efficient scheduling and billing processes, ensuring that all client records are accurate and secure.

Once the basic information has been entered into the system, users can customize their settings to suit their needs. Users can adjust security levels so that only authorized personnel have access to sensitive data such as appointment histories or personal information. Additionally, they can choose which payment methods will be accepted and configure automated reminders for upcoming appointments or payments due.

With these customizable options, Cliniko provides a comprehensive platform for streamlining your patient intake process.

Managing Patient Records

Efficiently managing patient records in a secure and organized way is critical for providing an optimal healthcare experience. Cliniko offers a comprehensive suite of features designed to help streamline the process of managing patient information from start to finish.

This intuitive platform allows medical professionals to store, access, and control data with ease. With Cliniko, users can quickly enter or find patient details including contact info, medical history, diagnoses and payment information. All data is securely stored in the cloud which allows users to access it anytime from anywhere with an internet connection.

Additionally, individual user permissions can be set up so that only designated personnel have access to certain sections of the system. This ensures that all sensitive patient information remains secure while also allowing authorized personnel quick access when needed.

Furthermore, automated reminders can be sent out to keep patients informed on upcoming appointments or procedures as well as provide timely follow-ups after visits have been completed. By using Cliniko’s cutting edge technology, healthcare providers are able to easily manage their patient records while ensuring security and privacy policies are adhered to at all times.

Scheduling Appointments

Streamlining the appointment scheduling process can drastically improve patient satisfaction and optimize time management for medical professionals.

Cliniko is a cloud-based practice management tool that allows healthcare providers to quickly and easily schedule appointments with their patients. It offers an intuitive user interface, enabling users to book appointments from any device at any time. With customizable templates, automatic reminders, and automated follow-up messages, Cliniko makes it easy to keep track of patient schedules and ensure that everyone receives prompt attention when they need it.

Cliniko also provides a range of features designed to make managing patient records simpler and more efficient. Its integrated calendar helps practitioners quickly scan upcoming appointments, while its contact list feature allows staff members to keep up-to-date information on all their patients in one place.

Additionally, Cliniko enables practices to offer online booking options directly from their website or Facebook page which improves convenience for both staff members and patients alike. By leveraging this powerful tool, healthcare professionals can save valuable time while providing better service to their clients.

Creating Reminders

By utilizing the integrated calendar and contact list features of Cliniko, healthcare professionals can create automated reminders for upcoming appointments to ensure timely patient attendance. By setting up automated reminders for each appointment, healthcare practitioners will be able to minimize no-shows and reduce stress levels by ensuring that all patients are reminded about their appointment ahead of time.

Creating automated reminders has become easier than ever with Cliniko's user-friendly interface. It only takes a few clicks to set up an automated reminder for an upcoming appointment.

After selecting an appointment from the calendar, simply enter the appropriate information into the 'Reminders' box, such as how many days before or after the scheduled date you want to send out a reminder, what type of reminder (text message or email), and any additional message you would like the patient to receive.

Once this is completed, Cliniko will take care of sending out the appropriate reminders at specified intervals until the day of the appointment arrives.

Processing Payments

Once your patient has been scheduled and any necessary reminders have been created, the next step in streamlining your patient intake process is to process payments.

Cliniko offers a variety of payment processing options that are designed to save time and increase efficiency.

The first option for payment processing is an integrated solution with Stripe. This allows you to securely accept all major debit and credit cards from within Cliniko with no setup fee or monthly charges. You can also choose the currency you want to accept payments in, which makes it easy to do business internationally.

Additionally, Stripe is PCI compliant and will store customer information securely within its platform. This means that your patients’ data is kept safe, making them feel more secure when giving their payment details during the checkout process.

Furthermore, Stripe integrates directly with Cliniko's invoicing system so you can easily track who has made their payment and who hasn't without having to leave the app or manually enter data into another system.

Integrating Third-Party Software

Integrating third-party software can quickly facilitate payment processing and improve the efficiency of patient intake. Through the use of cutting-edge technology, platforms like Cliniko can provide an automated solution for collecting payments from patients in real time. This saves valuable time for both healthcare providers and patients by eliminating tedious paperwork and multiple manual processes. Additionally, it helps to ensure that payment information is accurate and up-to-date in order to prevent financial discrepancies down the line.

Furthermore, integrating third-party software with Cliniko also provides enhanced security measures that protect sensitive customer data. It grants access to a secure platform where all transactions are encrypted and stored safely within the system, while also providing additional layers of authentication that verifies user identity before granting access to protected data. As a result, healthcare providers can rest assured knowing their patient’s private information remains secure even when processing payments online or through mobile devices.

Monitoring Your Progress

Leveraging third-party software to monitor progress can significantly improve the accuracy and efficiency of patient intake, enabling healthcare providers to ensure their patients receive the best experience possible.

Cliniko offers an array of monitoring options designed to suit a variety of needs. The platform's tracking capabilities enable users to track performance metrics such as response times, appointment bookings, missed appointments and customer satisfaction scores. It also provides real-time data on utilization rates, financial performance, wait times and other key indicators.

With this information at hand, healthcare providers can quickly identify opportunities for improvement in their patient intake process. In addition to tracking metrics, Cliniko's reporting capabilities allow users to create custom reports that provide insight into trends and patterns related to patient data.

This includes detailed reports on appointment types and lengths, billing information and even demographic data like age or gender. This comprehensive view of a practice's operations allows healthcare providers to make informed decisions based on accurate figures and facts about their patients' experiences.

As a result, they can deliver an improved service that will benefit both them and their customers alike.


Cliniko is a powerful tool that can help streamline the patient intake process and make managing your practice easier. It allows for easy access to patient records, simple appointment scheduling, automated reminders, secure payment processing and integration with third-party software.

With Cliniko’s user-friendly platforms and comprehensive suite of features, you can easily manage your patients’ information. This will allow you to provide better care for your patients while also reducing the amount of time spent on administrative tasks.

Cliniko is an invaluable resource for any health practitioner looking to improve their workflow and maximize efficiency in their practice.

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