Actevate Training - How to create a client in Cliniko

[jun.ren]

Prerequisites:
Make sure you have an account for the Actevate Cliniko portal.

Instructions:

1. Access the Actevate Cliniko portal:
   Visit Actevate Cliniko portal, and login with the account mentioned above.
   

   

2. Go to the client page:

• Open the “Clients” menu on the left-hand side.
• Click the “+ Add client” button at the top right corner to initiate client creation.
  
  

3. Add a new client

• Essential Information:

  • Fill in the required fields including names, “Date of birth,” and “Sex” for integration.
    

• Contact information:

  • Provide at least one of mobile number or email. Please note this value must be globally unique for the automation to function properly.
  • Enter City, State, and Post code consistently. Please note we use information here to present data on dashboards. Any mis-match might cause missing information on the dashboard.
    
    

• EAP Client Category and Company information.
  

  

• PHA Client Category and Company information.
  

• Optional Fields:
  Additional fields can be filled as needed.
  Video Demo (PHA)
  Video Demo (EAP)

4. Save the Client:
   Click the “Save client” button at the end to complete the client creation process.