Practitioner Certs in Cliniko

It would be good if we could attach qualifications/certificates/insurance documents for practitioners in their profiles with option to add expiry dates. We could use this for tracking first aid course expiry etc and have everything to hand for self employed people within our practice. Obviously would only be available to certain users for confidentiality purposes but just thought it might be useful function.


Hi, I agree, especially as our accounting software Xero also doesn’t have the ability to attach files to employees. In February this year Xero stated, in part: “The [Xero] team don’t have any plans for the near future to add the ability to attach documents to employee profiles.”
So even if there is no functionality applied, the mere ability to have ‘users and practitioners’ files, just as there is currently the ability to have patient files, would be helpful.

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This would be helpful!