• Cliniko Automations for Workflows
  Streamline your healthcare operations by integrating Cliniko with your workflow platform. Automate key tasks to enhance efficiency and eliminate manual follow-ups.

• Key Features:

  • Appointment Triggers:
    Automatically initiate workflows for booked, updated, cancelled, or completed appointments. Ideal for reminders, intake forms, and follow-ups.
  • Patient Record Updates:
    Trigger actions when new patients are created, files are updated, or treatment plans change to keep your team informed.
  • Invoice & Payment Automation:
    Start billing workflows when invoices are created, paid, or overdue to streamline accounting and improve cash flow.
  • Secure API Integration:
    Ensure a safe connection to your workflow platform with secure API authentication for compliant data automation.
  • Real-Time Sync:
    Keep your workflows updated with live Cliniko data—eliminate manual data entry and reduce communication delays.

• What You’ll Experience:

  • No-code setup with guided Cliniko integration
  • Real-time automation for appointments, patient records, and billing
  • Reduced administrative workload for staff
  • Enhanced patient engagement and operational efficiency

• Why It’s Valuable:

  • Improve patient experience with timely, automated communication
  • Eliminate manual errors in scheduling and billing
  • Align clinical and administrative teams through real-time updates
  • Free up time for patient care by reducing repetitive tasks

• Getting Started:

  1. Install the Cliniko automation integration from your platform’s app marketplace.
  2. Securely connect your Cliniko account using API credentials.
  3. Define automation rules for appointments, patients, or invoices.
  4. Access documentation, onboarding help, or live support as needed.

🚀 Ready to automate your clinic’s day-to-day tasks?
Install Cliniko Automations today and simplify your healthcare workflows. Support is available 24/7.