You can link a session to an appointment in Cliniko. When you push the note to Cliniko, Motics adds it to that appointment.
Before you start
Connect Cliniko to Motics. See Connecting Motics to Cliniko.
Select Cliniko as the patient source, if you use more than one integration.
Choose a patient from your upcoming appointments
Start a new session.
Open the Patient list.
Do not type in the search box. The list shows Upcoming appointments.
To see one clinician's diary, select a name in Practitioner. To see all diaries, select All practitioners.
Select the appointment.
Motics adds the patient and the appointment to the session.
Note: The list shows the first name and the first letter of the surname, for example "James M.". The session keeps the full name.
Choose the appointment after you search for a patient
Start a new session.
In the Patient list, search for the patient. Then select the patient.
In Cliniko appointment, select the appointment.
The list shows the patient's 20 most recent appointments. It does not show cancelled appointments. If you do not want to link an appointment, select No appointment.
Note: Motics does not choose an appointment for you. You must select it.
Push the note to the appointment
Generate the note.
Push the note to Cliniko. See Push a Summary to Cliniko.
Keep the same patient in the push window.
Motics adds the note to the linked appointment.
Note: If you select a different patient in the push window, Motics does not link the appointment.
Change or remove the appointment
To change the appointment, select a different one in Cliniko appointment.
To remove only the appointment, select No appointment.
To remove the patient and the appointment, select Clear patient. This does not change the transcript or the note.
If you change the patient, Motics removes the old appointment.
Note: After Motics generates content, the patient is locked. You cannot change the appointment while the patient is locked.
If something goes wrong
The appointments do not show. Make sure that Cliniko is connected. Clear the search box.
You see "Upcoming appointments could not be loaded". Wait a moment. Then open the list again.
You see "The selected Cliniko appointment is invalid". Select the appointment again. Then push again.