When you finalize a clinical note with a connected integration, ClinDoc automatically delivers it to your practice management system as a treatment note. This final onboarding step asks you to verify that the note arrived correctly.
This step only applies if you have a connected integration (e.g. Cliniko). Manual mode users won't see this step in their onboarding flow.
How to verify
- After finalizing your first note, open your practice management system (e.g. Cliniko).
- Navigate to the patient's record and look for the treatment note that was pushed from ClinDoc.
- Confirm the note content is present and formatted correctly.
- Return to ClinDoc and click Mark as Verified in the onboarding widget.
What to check
When reviewing the note in your PMS, confirm:
- The note is attached to the correct patient
- All sections are present (Subjective, Objective, Assessment, Plan, etc.)
- Formatting looks correct in your PMS's note viewer
- The date and appointment association are correct
Troubleshooting
Note not appearing in your PMS
- Check that your integration is still connected and healthy in Settings → Integrations
- Wait a few minutes — delivery may take a moment if the external system is busy
- Try triggering a manual sync from the integration settings
Once you've verified your first note, all future finalized notes will be pushed automatically. You won't need to verify each one — this is a one-time onboarding check.