Kliniko

Kliniko’s ‘online calendar’ serves as the main scheduling point for creating and managing appointments. It enables staff to assign appointments to specific specialists, use colors to distinguish bookings, and view schedules across different branches. Each appointment can also be connected to a patient’s clinical form and treatment history, so the care provided remains tied to the relevant booking. From the calendar, staff can create a sale or receipt, record payments, and manage advance payments without moving between separate sections. The calendar also allows teams to set up personalized WhatsApp or email reminders to notify clients about upcoming appointments. For practices managing recurring treatments, it also shows attendance and upcoming sessions.

This feature lets clients book and pay for appointments through the clinic’s website. Staff can configure which services, specialists, branches, prices, and available time slots clients can see. Bookings sync automatically with the calendar, while clients can reschedule appointments and staff receive real-time updates. The functionality also supports personalized branding and can automate appointment reminders through WhatsApp or email. Payments can be collected in advance and processed through Stripe, with transactions recorded in Kliniko. The feature assists clinics in reducing scheduling back-and-forth while improving visibility into upcoming appointments and advance payments.

The ‘clinical record’ enables practitioners to build and customize digital patient files. These may include consultation notes, diagnostic reports using ICD-10, images, videos, links, and other clinical documentation. Using the clinical record, teams can access records directly from the calendar and review a patient’s consultations, treatments, and appointments in one place. It also allows practitioners to print records, share files with other specialists, and add detailed notes to consultations. The feature also lets users securely access patient information from different locations. This helps practitioners maintain a more complete record of care and retrieve relevant history when needed.

The software’s ‘electronic billing’ module allows staff to create invoices directly from the appointment book. They can also track collections and payments from the same system. The feature supports bulk downloads of billing documents in PDF and XML formats. Moreover, it enables billing teams to generate customized reports and apply tax updates and multiple tax rates based on their billing needs. Clients can also manage their invoices through a self-billing portal. The module supports clinics in keeping billing records organized and easier to reconcile with appointment activity.

Kliniko offers flexible templates that enable practices to create and customize their own medical record templates according to the information they need to capture. Teams can create templates for medical consultations, clinical notes, consent forms, follow-up sheets, treatment forms, and other specialty-specific documentation. Templates can be structured to keep important patient information readily available during care. They allow practices to tailor patient records to their clinical documentation needs without relying on a fixed format.

This feature helps clinics manage products and supplies across warehouses and branches. Teams can set minimum and maximum stock levels to guide purchasing decisions. It also allows them to transfer products between locations and record incoming stock, outgoing items, returns, and inventory adjustments. The product Kardex consolidates stock levels, price lists, recent sales, and purchases within a single view. Reports provide sales and purchasing data by customer, product, or service, along with month-to-month comparisons. The functionality can help clinics maintain appropriate stock levels and make purchasing decisions using current inventory and sales data.