Patient appointment scheduling

Cliniko holds each patient's appointment history, including upcoming visits, cancellations, and no-shows. A Beam agent checks the day's schedule and, when a patient checks in or a practitioner marks a visit complete, updates the appointment status and prepares any follow-up booking the treatment plan calls for. It keeps the calendar reflecting what actually happened in the clinic. When an appointment is missed without notice or a patient requests a change outside standard hours, the agent routes the case to reception rather than rebooking on its own.

Treatment note and care plan tracking

Cliniko stores treatment notes and care plans tied to each patient record. A Beam agent reads the plan after a visit is logged and checks whether the next step, such as a follow-up session or a referral, is due. It updates the patient's file to reflect progress against the plan and marks the relevant task as complete once the next appointment is booked. When a note is incomplete or a care plan appears to need a change in approach, the agent does not edit clinical content; it routes the file to the treating practitioner for review before anything is finalized.

Billing and invoice records

Cliniko links each appointment to an invoice and payment record for the practice. A Beam agent reads completed appointments and generates the associated invoice under the approved billing rule, then marks it as sent or paid once payment is recorded. It keeps the practice's billing log matching the appointment calendar rather than falling behind after a busy clinic day. When an invoice amount does not match the service billed or a payment is disputed, the agent leaves the invoice open and routes it to the practice manager for a final check.