As a Practitioner, it can be valuable to share resources amongst your colleagues. Cliniko will allow you to export your Treatment Note Templates in order to share them with a Practitioner who may also use Cliniko. You can also send them to firstname.lastname@example.org so that we can share them with other people that use Cliniko too!
It's quick and easy to export and share your Treatment Note Templates, but you will need to be an Administrator on your account to do this one.
Note: we recommend that when you export, that you avoid doing it on Safari. Safari tries to 'read' the .json instead of saving it, so we recommend Chrome!
- Go to Settings
- Click on Treatment Note Templates
- Click on the Template you'd like to export (the "active" template will turn pink)
- Click the "Export to file" button
That's all there is to it! To obtain the exported file, navigate to the Downloads directory on your computer. If you're on a Mac, this will be in the Finder. If you're on a PC, it will be in your Start menu.
The exported file will have a .json extension and will be titled according to the name of the Template that you exported (such as First Visit.json).
You can share this .json file with your colleague (or they can share theirs with you!), and it can be imported into Cliniko for use as a Treatment Note Template.