Happy new year Cliniko friends and family! To celebrate, we have an exciting new feature to announce for patient letters! You can now add practitioner signatures to your letters automatically!
Creating a practitioner signature
To get started, practitioners will need to create and save their signature within their profile.
To do this, head over to “My Info” (located underneath your name within the Cliniko menu):
From here, scroll down and click or tap the "Add signature" button. On the Change your signature page, you can now create a signature:
Practitioner signature settings
Practitioners also have the option to control how their signature is used and applied on invoices and letters within Cliniko.
To edit practitioner signature settings, head to “My info” page and select “Edit your practitioner settings”:
The following options can be selected for practitioner signatures:
- Don't allow my signature to be used in letters: which means the practitioner’s signature will not be applied in any way.
- Allow my signature to be used in letters assigned to me: meaning the practitioner’s signature will be applied automatically regardless of the user who creates the patient letter.
- Allow my signature to be used in letters created by me: which means the practitioner’s signature will be applied automatically only if the practitioner creates the letter themselves.
Practitioner signature placeholder
In order for any practitioner signatures to appear, letter templates within your Cliniko account must have the practitioner signature placeholder added.
Just note: at this time only Administrators or Power Receptionists can update letter templates.
To add the new placeholder, head to Settings, and then Letter templates. From here, select the name of an existing Letter template you'd like to edit or click the Add letter template button to create a new Letter template.
Use the Practitioner drop-down to add the Practitioner signature placeholder anywhere within the content of your template:
The next time you or your team uses the updated template to write a patient letter, you'll now see their signature appear as well as an option to select which practitioner's signature you'd like to apply.
We hope you love this new feature but if you have any questions or feedback about practitioner signatures, reach out to our support team.
- Educational events
Catch the recording of our November 2022 Cliniko & Coffee session—live from our first team meet up in years!