How-To Guides
Step-by-step guides to help you get the most out of Clindoc. Find everything from getting started to advanced workflows.
Documents
Generating Your First Clinical Document
After recording a session, ClinDoc automatically generates a structured clinical note. Learn how the generation process works and what to expect.
Editing and Finalizing a Document
Review your AI-generated clinical note, make edits, and finalize it. When an integration is connected, finalizing automatically pushes the note to your practice management software.
Integrations
Connecting Your Practice Management Integration
Learn how to connect ClinDoc to your practice management software like Cliniko for automatic patient and appointment syncing, or choose manual mode if you prefer to get started without an integration.
Verifying Documents in Your Practice Software
After finalizing a note, confirm it appeared correctly in your practice management system and mark the verification step as complete.
Patients
Sessions
Starting Your First Recording Session
Learn how to select an appointment and record your first clinical session in ClinDoc. This guide is for users with a connected integration.
Starting a Session in Manual Mode
Learn how to start a recording session in manual mode by selecting or creating a patient — no linked appointment required.