Account statements are really useful for creating a list of invoices for multiple appointments. For example, if an insurer wants a full list of a patient's appointments (including dates and prices), as well as the remaining balances for those treatments, an account statement is the way to go, because it provides a summary of that data!
☝️Note: If you've already created an account statement and are wondering what the numbers on it mean (such as the values associated with 'previous balance' and 'statement balance'), head over here.
Create an account statement
Find the patient that you want to create the account statement for, and click on Account statement:
Cliniko provides you with a unique bookings page that you can direct your patients to, embed in your website, or even put on your Facebook page. Any patient (new or existing) can then book an appointment! This tutorial will walk you through how to set up online bookings so. Cliniko vs Power Diary; Cliniko vs Power Diary. Cliniko by Red Guava Power Diary by HR Partner Visit Website. Starting Price: $45.00/month. Best For: Allied Health Practitioners. Osteopaths, Massage Therapists, Chiropractors, Physiotherapists, Exercise Physiologists, Veterinary Medicine, and more! Cliniko is practice management software for allied health, and clinical professionals that donates 2% of subscription fees to charity each month. Simple to use, with no contracts, and free 24hr.
Cliniko Login
Then, use the filters to customise the statement:
Cliniko Software
Select the appointment, select the form, hand the iPad to the patient. The patient fills out the form, and it flows through to Cliniko automatically. Our forms update fields on the patient record in Cliniko. Name, date of birth, email address, phone numbers etc.— almost everything on the patient record! A pdf is generated from the completed form. If you use Cliniko to manage bookings, this means you can add links for intake and consent forms to your appointment confirmation email so patients can complete them on their own device, before their appointment. You can also link or embed forms in your website. Forms can be used at your clinic as well, for example, if you have a consent that.
Cliniko Telehealth
Hit Apply filter, and you will then be able to see the statement, as well as email or print it:
Cliniko App
Cliniko Practice Management
All done! 👌 If you need to create a standalone invoice for a patient, you can learn how to do that here. For further reading on how to interpret the various parts of an account statement, head over here.