Client Bookings and Record Keeping
CLINIKO
This is a practice management online application for clinics and health practitioners. Cliniko is secure and has many features for managing patient/client information including:
- Booking and Scheduling with fully customisable appointment types and calendars set up with times and availability
- Managing Health records
- Store files (videos, emails, messages, images)
- Treatment notes – which can be configured to suit your practice
- Patient forms – can be configured to suit your practice
- Finance management
- Reporting and tracking
- Client communication – by email and SMS, these can be fully customised to suit each appointment type or practitioner and be set to automatically go at specific point prior to or following the appointment
Cliniko also integrates with other applications, you can set up a link to your Mailchimp to enable you to communicate with clients in a more visual way or market to clients.
We use Cliniko to manage our patient data, we have previously used the online booking system but found it had limitations and didn’t suit the way we were keen to operate.
Acuity or Squarespace Scheduling
These are appointment scheduling applications. We use Squarespace Scheduling, and they are essentially the same thing (Squarespace purchased Acuity in 2019 and now uses all the functionality on it’s own version). We moved our online bookings from Cliniko to Squarespace as it provided additional functionality and appointment types and integrates with Zoom. Clients are able to book online and are automatically sent a Zoom link in their booking confirmation email. Features include:
- Mulitple locations and practitioners
- Advance appointment booking (a wide variety of appointment types – fully customisable)
- Availability settings
- Automated payment on booking
- Email and SMS confirmations, reminders and follow-ups
- Zoom and other application integrations (including Mailchimp)
- Intake forms (fully customisable)
- Direct links to booking or embeddable to your website
FORMS AND SIGNATURE SOFTWARE
Another really useful application Cliniko integrates with is FingerInk, this is a form signing service. As an example, we have a consent form for the Tongue-tie procedure (frenulotomy) that patients read and sign in clinic prior to the procedure, this will then automatically be added to their Cliniko account.
ICO Registration
The ICO stands for the Information Commissioners’ Office, it is the UK’s independent body set up to uphold information rights in the public interest. Under the Data Protection Act 2018, all organisations processing personal information are required to pay a data protection fee (unless exempt).