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How to resolve errors when creating or uploading treatment notes in Cliniko?

Written by Dmytro

How to Resolve Errors When Creating or Uploading Treatment Notes in Cliniko

Errors during the creation or upload of treatment notes in Cliniko can occur due to various reasons, such as incorrect API key setup or formatting issues. This guide provides solutions to common problems and ensures a smooth experience when working with treatment notes.

Common Issues and Solutions

1. API Key Setup and Account Configuration

If you encounter errors while creating or uploading treatment notes, the issue might be related to the API key setup. Cliniko requires that the API key used matches the account type you are signed in with. Specifically:

  • If you are signed into Arlo with a clinician account, you must use the Cliniko API key from the same clinician account.

  • Using an admin’s API key while signed in as a clinician can cause errors.

To resolve this:

  1. Navigate to your account settings in Arlo.

  2. Go to the Cliniko Settings section.

  3. Enter the API key associated with the clinician account.

  4. Save the changes.

2. Formatting Requirements for Treatment Notes

Cliniko enforces strict formatting rules for treatment notes. Errors may occur if these requirements are not met. Ensure your notes follow this structure:

  • Optional Section Header: Use italics for section headers if needed.

  • Subheading: Use bold text for subheadings.

  • Plain Text Content: Each subheading must have plain text content beneath it. Missing plain text under a subheading can lead to note rejection.

By adhering to these formatting guidelines, you can avoid errors during the upload process.

Troubleshooting Common Errors

  • Double-check the API key to ensure it matches the account type you are using.

  • Review the formatting of your treatment notes to confirm compliance with Cliniko’s requirements.

  • If errors persist, consider reaching out to Cliniko support or consulting the Arlo help center for further assistance.

Additional Resources

For more detailed guidance, refer to the Cliniko documentation or contact Arlo support for personalized help.

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