Group treatments together with patient cases

Emily Gable·

Case notes in Cliniko

Cliniko now allows you to create "cases" for your patients—essentially, you can organize a series of appointments (and all of their related "materials", such as invoices, notes, and more) into neat little packages that make it easy to sort through what someone is being treated for!

Cases can be created directly from an appointment, or from the patient details page. You’ll be able to set a maximum number of appointments, attach files and relate appointments, and add referring doctors. Cases can also be closed out when they’re completed (but they still remain visible, just with their status listed as “closed”).

Learn how to get started with cases over on the Cliniko support site!

Author information

Emily Gable is a writer for Cliniko. When not blogging about practice management or writing how-to guides for the Cliniko support site, she enjoys hanging out with her dogs, eating pizza, and attempting to be a runner.

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