How do I start and manage sessions in Arlo?
Arlo offers seamless integration with Cliniko to help you manage patient sessions and notes efficiently. Below, we outline the steps to start a session and provide guidance on managing notes within the Arlo interface.
Starting a Session in Arlo
From a Cliniko Appointment
Open the appointment in the Arlo interface.
Click the Start button to initiate the session.
Once the session is ready, click Record to begin recording the session.
For Cliniko Patients
Use the Start Session button located beside the patient’s name to begin a session for a Cliniko patient. This ensures the session is linked to the Cliniko appointment.
For Non-Cliniko Users or Unlinked Sessions
If you are not using Cliniko or need to create a session not linked to a Cliniko appointment, select the New Session option. This will create a generic session that is not associated with any Cliniko appointment.
Managing Notes in Arlo
The option to "add as draft" or "add as final" will only appear if the session is linked to a Cliniko appointment. If the session was created as a generic New Session, this option will not be available.
By following these steps, you can efficiently manage your sessions and notes within Arlo, ensuring a smooth workflow for both Cliniko-linked and unlinked scenarios.