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How to create and save clinical reports in Arlo

Learn how to create a clinical report in Arlo, select a patient and date range, choose a template, and review your generated report before downloading it as a PDF or saving it to Cliniko.

Written by Liliia Baraniak

Create a report

  1. Open Reports from the sidebar.

  2. Select your Business, then search for the patient by name or email.

  3. Click Create report beside the patient.

  4. Choose the From Date and To Date for your report.

Choose a template

Use Filter by Template Type to narrow the available templates. You can select All Templates, Treatment Note, Patient Summary, Letter, or Clinical Report.

Next, select the specific template you want to use from the Template (Prompt) dropdown.

Once you have selected your dates and template, click Generate Report.

Review and edit

When your report is ready, click View to open it.

Review the generated content and make any changes directly in the report editor before saving.

Save your report

Click Save and choose:

  • Save to Cliniko to add the report to the patient’s record.

  • Save as PDF to download a copy to your device.

After saving to Cliniko, open the patient’s Files section in Cliniko to find the report.

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