Cliniko Help

https://help.cliniko.com/en
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Cliniko is a practice management software for allied health professionals. This help center provides...
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### Troubleshooting: Passkey Setup and Saving

Source: https://help.cliniko.com/en/articles/10440914-troubleshooting-common-passkey-problems-overview

Details the importance of completing the passkey setup process without interruption. Incomplete setup can result in the passkey not being created, requiring users to restart the process.

```APIDOC
Troubleshooting Step:
  Complete Passkey Setup Immediately

Description:
  When setting up a passkey, follow all prompts and complete the creation and saving process in one sitting. Incomplete processes will prevent the passkey from being created.

Recommendation:
  Perform passkey setup in a single, uninterrupted session.
```

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### Cliniko Concession Type Setup Steps

Source: https://help.cliniko.com/en/articles/1023982-set-up-concession-types

Provides a step-by-step guide for setting up concession types within the Cliniko application. This involves navigating to settings, adding a new type, naming it, and creating it.

```APIDOC
Cliniko Application Workflow:

1. Navigate to Settings:
   - Go to the 'Settings' section.
   - Select 'Concession types'.

2. Add a New Concession Type:
   - Click the 'Add concession type' button.
   - Enter a name for the concession type (e.g., Seniors, Students).
   - Click the 'Create concession type' button.

Notes:
- Multiple concession types can be added.
- Pre-existing types can be modified or removed.
- Concession types and pricing are not applicable to online booking payments.
```

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### Cliniko Setup Checklist

Source: https://help.cliniko.com/en/articles/3771412-transfer-data-from-gensolve-to-cliniko

Essential configurations required within Cliniko before initiating the data transfer. These items ensure the target system is ready to receive and process the imported data.

```APIDOC
Cliniko Pre-Transfer Setup:

  - Practitioners:
    - Create all practitioners, including both active and inactive ones.
    - Reference: [Add a Practitioner Guide](https://help.cliniko.com/en/articles/1023845-add-a-practitioner)

  - Administrator Mobile Numbers:
    - Strongly recommended to have mobile numbers for all administrator user accounts.
    - Purpose: Used for verification codes during account setup.

  - Business Locations:
    - Create all business locations, including both active and inactive ones.
    - Reference: [Add a New Location Guide](https://help.cliniko.com/en/articles/1023887-add-a-new-location-to-your-calendar)

  - Payment Method:
    - Add a payment method to your Cliniko subscription.
    - Purpose: Lifts the file upload limitation for data transfer.
    - Reference: [Paying for Cliniko Guide](https://help.cliniko.com/en/articles/1065369-paying-for-cliniko)
```

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### Install Cliniko as Site App in Edge (Windows)

Source: https://help.cliniko.com/en/articles/9145273-add-cliniko-shortcut-to-desktop

Instructions to install Cliniko as a site app in Microsoft Edge on Windows. This creates a dedicated window for Cliniko and allows pinning to the taskbar for quick access. It involves navigating to the Cliniko login page, using the browser's app installation feature, naming the app, and creating a desktop shortcut.

```text
1. In Edge, navigate to your unique Cliniko login page.
2. Click the 3 vertical dots (top right) to open the Edge menu.
3. Navigate to Apps > Install site as an app.
4. Enter a name for the site app and click Install.
5. Check 'Create Desktop shortcut' and click Allow.
6. A dedicated web app shortcut for Cliniko will appear on your Desktop.
```

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### Decimal Quantity Examples for Invoicing

Source: https://help.cliniko.com/en/articles/9996292-decimal-quantity-support-in-invoices-products-and-billable-items

Examples demonstrating how to use decimal quantities to represent time durations for invoicing services. These decimals correspond to fractions of an hour.

```text
0.25 for 15 minutes
```

```text
0.5 for 30 minutes
```

```text
1.75 for 1 hour and 45 minutes
```

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### Start Dictation on Mac

Source: https://help.cliniko.com/en/articles/5395681-voice-dictation-options-for-cliniko

Initiate voice dictation on macOS within Cliniko. This can be done by pressing the Microphone key on your keyboard, using a custom dictation shortcut, or selecting 'Start Dictation' from the Apple menu.

```macOS
Press Microphone key (if available)
Use dictation keyboard shortcut
Select Edit -> Start Dictation
```

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### Troubleshooting: Passkey Naming Convention

Source: https://help.cliniko.com/en/articles/10440914-troubleshooting-common-passkey-problems-overview

Advises users to assign easily recognizable names to their passkeys during creation. This practice aids in identifying and managing passkeys later, especially when multiple passkeys are in use.

```APIDOC
Troubleshooting Step:
  Use Recognizable Passkey Names

Description:
  When creating a passkey, assign it a name that you can easily recognize later. This helps in identifying the correct passkey if you need to manage or use it again.

Best Practice:
  Choose descriptive names for your passkeys.
```

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### Troubleshooting: Cross-Device Verification

Source: https://help.cliniko.com/en/articles/10440914-troubleshooting-common-passkey-problems-overview

Explains the process of verifying a passkey on a new device when it's being used for the first time after initial setup. This often requires confirmation from another trusted device where the passkey is already registered.

```APIDOC
Troubleshooting Step:
  Verify Passkey on New Devices

Description:
  If you are using a passkey on a new device for the first time after setting it up on another device (e.g., iPhone), you may need to verify your identity using one of your other trusted devices that already has the passkey registered with Cliniko.

Example Scenario:
  Logging into Cliniko on a new iPad requires verification from your iPhone if your passkey is set up there.

Requirement:
  Have a trusted device with a registered passkey available for verification.
```
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