Review your treatment note
Open the patient’s session and review the generated treatment note.
Check that the clinical details are accurate and that all relevant information from the consultation is included.
Edit and format the text
Click directly in the note to make changes.
Select text and use the formatting controls to apply bold or italic where needed.
Add more information
If you need to add details after generating the note:
Click Record to capture the additional information.
Pause the recording if needed.
Stop the recording and click Save.
Generate the note again to include the additional information.
Review the updated note before finalizing it.
Access additional options
Open the three-dot (⋮) menu to access options such as Transcript, View previous, Download, Send Email, Upload audio, and Upload PDF or text.
Finalize your note
Once you have reviewed the completed note, choose Add as Draft or Add as Final to save it to the linked Cliniko appointment.