How it works

From first case to review, step by step

Set up once. Log each case while it is fresh. Get it signed before your supervisor leaves the room. When a review comes round, the report is already there.

  1. Set upOnce
  2. Log a caseAfter each case
  3. Get it signedIn the room
  4. ReportWhen a review is due
Stage 1Once

Set up in a few minutes

Your name, role and registration number then go on every report by themselves, so you never type them again.

  1. 1

    Download CliniPro

    Free on the App Store and Google Play, for iPhone and Android.

  2. 2

    Create your account

    Your name, email, phone number and a password, then the name, address and postcode of your practice. A quick security check keeps bots out.

  3. 3

    Verify your email

    We send a verification link to your inbox. Tap it and your email address and your account are verified, so you can carry on setting up.

  4. 4

    Choose your clinical role

    GP, practice nurse, clinical pharmacist, paramedic or physiotherapist. Your role sets the entry types you see and the registration number you are asked for.

  5. 5

    Add your registration number

    Your GMC number, NMC PIN, GPhC number or HCPC number. If you are a registrar, a student or in preceptorship, turn on the supervised pathway and your reports will say you are in training.

  6. 6

    Set your start date

    In your profile, add the date you started in your role. The competency checklist measures every review point from it.

Stage 2After each case

Log it while it is still fresh

One screen, filled in four parts. Most of it is picked from lists, so it fits in the gap before your next patient.

Part 1

Describe the case

Choose the entry type, setting, capacity, speciality and clinical system from lists. Add a title and a short description.

Part 2

Tick the competencies

Search the checklist by name, body system or test, and tick what this case showed.

Part 3 · optional

Add evidence, if it helps

Scan a document, take a photo, or record a video or voice note. It stays with the entry and never goes into a report.

Part 4

Reflect in three questions

What happened, what you learned, and what you will do differently. Short notes are fine.

Called away halfway through?

Your entry saves as you type, so nothing is lost. Finish it later from your drafts. The completeness bar shows what is still missing.

Stage 3In the room

Hand over your phone. That's it.

Your supervisor needs no app, no account and no password. The sign-off happens on your phone, while you both still remember the case.

  1. 1
    They find their name

    In the shared mentor directory, by first or last name, then confirm it is them. A new supervisor is added once, with their register, registration number and email address.

  2. 2
    They give their feedback

    Typed, or recorded as audio if that is quicker.

  3. 3
    They sign with a finger

    Their name, registration number and the exact time are saved with the signature.

  4. 4
    The feedback locks

    Nobody can change a word of it while the signature stands. Changing it means removing the signature, so it would need signing again.

  5. 5
    They confirm by email

    CliniPro emails the sign-off to the address they registered with. One tap and it is marked Verified. Their address is never shown to anyone.

Supervisor not free?

Submit the case anyway. Add their feedback when you next see them, and the case moves on by itself.

  1. Draft

    Saved, not finished. Left out of reports.

  2. Submitted

    Finished, waiting for your supervisor's feedback.

  3. Reviewed

    Your supervisor's feedback is on the case.

OptionalAny time after the case

Add the patient's view

When it is appropriate, ask the patient how it went. It needs their email address and nothing else, and the case is complete without it.

1

Enter their email on the case

CliniPro sends them one link. The address is used to send it, then discarded.

2

They answer in their browser

A rating and, if they want, a comment. No app and no account.

3

The reply lands on the case

Anonymous, with no name or email address attached, and private to your account.

While the link is open, the case shows under Pending patient feedback. The link expires after 15 days, and no reminders are sent.

Stage 4When a review is due

Your review, already prepared

Reports are built from the cases you have already logged. There is nothing to write up the night before.

  1. 1

    Open Reports and tap Export

    Your cases are all listed there, and you can filter them by status.

  2. 2

    Pick the period

    All time, the last 30 days, the last 12 months, or your own dates.

  3. 3

    Choose a report

    The competency checklist, your portfolio summary, or a spreadsheet of every entry.

  4. 4

    Send it from your phone

    Email it, message it or save it to your files, using your phone's own share options.

PDF

Competency Checklist

The One PCN grid: which competencies you have shown, and at which review point.

PDF

Portfolio Summary

Your cases, with reflections and your supervisor's sign-off, marked Self-recorded, Signed or Verified.

CSV

Data export

Every entry in one spreadsheet that opens in Excel.

Who does what

Only one of you needs the app

You

Log, reflect and export

You keep the portfolio: each case, its evidence and reflection, and the reports when a review is due.

NeedsCliniPro on your phone. Free.
Your supervisor

Feedback and a signature

A minute or two on your phone: find their name, give feedback and sign.

NeedsNothing. No app, no account, no password.
Your reviewer

Reads the report

Receives your report as a PDF or a spreadsheet, sent however you choose.

NeedsNothing. No app, no login, no portal.
Questions

The details, answered

Does my supervisor need the app or an account?
No. The sign-off happens on your phone. The first time, your supervisor is added to the shared mentor directory with their register and registration number. After that, anyone using CliniPro can find them by name.
What if my supervisor is not free when I finish a case?
Submit it anyway. It shows as Submitted until their feedback is added. Open the case when you next see them, hand over your phone, and it moves to Reviewed.
Can I ask a patient for feedback?
Yes, if you choose to. Enter their email address on the case and CliniPro sends them one link to a short form. Their address is used once to send it and is never stored. The reply comes back anonymous, the link expires after 15 days, and no reminders are sent.
Can I change a case after it has been signed?
You can update your own notes. Your supervisor's feedback is locked under their signature. To change it, the signature has to be removed, so it would need signing again.
Why does the competency checklist need my start date?
The checklist has twelve review points, from your start in role to five years in. Each case is placed at the first review point after its date, so the app needs to know when you started. Set it once in Profile, then Edit Profile.
Does it work without signal?
Yes. Entries save on your phone first and sync when you are back online. Searching the mentor directory does need a connection.
What happens to my drafts?
They stay in your list until you submit them. Drafts are left out of reports, and a report tells you if any were left out and how many.
What if I forget my password?
Tap Forgot password on the sign-in screen. We email you a link to set a new one.
How long are my records kept?
Six years. Before that, you are reminded in the app and by email three months, one month, 15 days, 7 days and 2 days ahead, and you choose whether to keep them longer. If you do not reply, they may be deleted after a final email.
How much does it cost?
Nothing. CliniPro is free for healthcare professionals, with no trial period and no card details.
Free for healthcare professionals

Start your portfolio today

Download CliniPro and log your first case in two minutes. Your supervisor can sign it before you leave the room.

No trial. No card. No limits.
iPhone & iPad
Download on theApp Store
Android
Get it onGoogle Play