Today

Note Kerry-Ann Douglas

Today 07:30 · Follow-up, 30 min · Derby (Friar Gate)

Ready to review Patient summary

Sample signature. The template “Ortho referral (knee)” still ends with “Company Name, Address Line 1”. It will be printed as it is. Edit the template

No date of birth. Cliniko has no date of birth for Kerry-Ann Douglas: that line of the letter stays empty.

Kerry-Ann Douglas Referral Letter - 2026-10-20.pdf

Download PDF

Signature printed at the end

Company Name,
Address Line 1,
Address Line 2,
City,
Postcode

T: 01234 111222

E: email@website.com

Send to Cliniko

Once sent, the note, letter and transcript are cleared from NoteSense. Cliniko keeps the note and letter.

Session details

Recorded: 2:10 dictation
Note: Standard treatment note
Letter: Ortho referral (knee)

Regenerate note Discard session

Mockup notes

Signed in as

Hannah · clinic admin Ellie · practitioner Tomasz · practitioner Chloe · practitioner Graham · clinic admin

Session note: progress of each part, then the note to check, edit and send to Cliniko as a draft or final, and the referral letter.

Each section can be edited before sending; changes are saved as you type. The transcript stays folded under “Review transcript”.

Draft or Final is pre-selected from your setting and can be changed at the moment you send.

With a referral letter, “Also save the referral letter to … Files in Cliniko” is ticked: the PDF is attached to the patient in Cliniko (Cliniko has no way for apps to write to its Letters section).

Once sent, the note, letter and transcript are cleared from NoteSense: the page only shows what went to Cliniko, with links. Not sent, they are deleted 24 hours after they were written.

Only Callum’s note, transcript and letter are written out in these screens; other notes show their template’s sections folded, without text.

Callum, step by step

When something goes wrong

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