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:

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

- After creating your clinical notes, use the Send to Cliniko button to push your note directly into the patient's Cliniko record.

- Sessions sent to Cliniko are now marked as finalised in PatientNotes. If you need to make any edits after sending, please do so within PatientNotes — you can edit your note in PatientNotes and resend it to Cliniko.

- Notes sent to Cliniko will appear in the patient's record in draft mode, ready for your review before finalising in Cliniko.

The notes will then appear back in Cliniko
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- 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 + 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.

We have some exciting Cliniko features on the way! Very soon, PatientNotes will be able to pull in a summary of a patient's previous session notes directly from Cliniko when you start a new session. This will give you instant context before you begin — no more switching between apps to find last time's notes.

Stay tuned for more updates on this and other improvements to the Cliniko integration.