What it does
When you open a session in PatientNotes, you can now pull in the most recent appointment note from Cliniko for that patient. This gives you instant context — past findings, treatment applied, the plan you set — right inside your workspace before you start recording or writing.
Additionally, the previous notes appear in a dedicated 'Previous Notes' card in the side panel of the session interface. These notes are also included as context when generating clinical notes, providing a seamless way to build on prior documentation.
How to use it
Open a new session in PatientNotes and select your patient.
Tap Load Previous Session to fetch the most recent Cliniko appointment note for that patient.
The note will appear as context in your session. You can reference it while recording, or use it to add relevant history directly into your current note.
Alternatively, launch the session from your integration’s dashboard (e.g., Cliniko or Nookal) to ensure the session and client are linked via the API. This method automatically retrieves the previous session notes when supported.
Why it's useful
Quickly recall what you covered last time without switching tabs or opening Cliniko separately.
Helps you pick up exactly where you left off, especially useful for complex or long-term patients.
Adds continuity to your documentation — your current note can build on what was already recorded.
Previous notes are included as context when AI-generating new clinical notes, streamlining the documentation process.
Important
⚠️ Only appointment notes marked as Final/Complete in Cliniko will be imported. Draft notes will not be pulled through.
This feature requires your Cliniko integration to be connected. Head to Settings → Integrations → Cliniko if you haven't linked your account yet.
This feature is also available for Nookal users, where previous notes are automatically pulled when the patient is selected from the Nookal list. Note that the automatic retrieval of previous session notes in the new Sessions interface is available as part of the Pro plan.