Healthcare Practice Automation Cliniko
Connect Cliniko with accounting and communication systems for streamlined healthcare practice management. Automate appointments, billing, and patient communication.
Why Integrate Cliniko with Your Business Systems?
Billing Automation
Appointments automatically generate invoices synced to your accounting system.
Patient Communication
Automate appointment reminders, follow-ups, and recalls.
Compliance
Maintain patient data security with compliant integrations.
Popular Cliniko Integration Solutions
Connect Cliniko with your entire business ecosystem
Cliniko + Xero
Automatic invoicing and payment tracking
- Invoice sync
- Payment matching
- Revenue reporting
Cliniko + Marketing
Patient communication automation
- Appointment reminders
- Recall campaigns
- Review requests
Cliniko + Telehealth
Connect video consultation tools
- Booking integration
- Link automation
- Session tracking
Systems We Connect with Cliniko
Plus 100+ more systems - if you use it, we can integrate it with Cliniko
How Cliniko Integration Works
Connect Your Systems
We securely connect Cliniko with your other business applications using official APIs and best practices.
Map Your Data
Configure how data flows between systems - which fields map where, what triggers sync, and business rules.
Automate Forever
Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.
Data Flow Architecture
Here's how data flows between Cliniko and your connected systems:
┌─────────────────┐ ┌──────────────────┐ ┌─────────────────┐
│ Cliniko │ │ Integration │ │ Xero │
│ Practice │────▶│ Engine │────▶│ Accounting │
└─────────────────┘ └──────────────────┘ └─────────────────┘
│ │ │
│ ▼ │
│ ┌──────────────────┐ │
│ │ Invoice Map │ │
│ │ • Services │ │
│ │ • Patient sync │ │
│ │ • Medicare │ │
│ └──────────────────┘ │
│ │ │
▼ ▼ ▼
┌─────────┐ ┌─────────────┐ ┌──────────┐
│Appt Done│ │ Invoice │ │ Payment │
│ Billed │ │ Creation │ │ Recon │
└─────────┘ └─────────────┘ └──────────┘
Example: Cliniko Appointment → Invoice → Payment Sync
════════════════════════════════════════════════════════════
1. Patient attends appointment in Cliniko
2. Practitioner completes notes and billing
3. Invoice created in Cliniko with service codes
4. If Medicare: claim submitted via Medicare Online
5. Integration syncs invoice to Xero:
- Patient as Contact (or generic cash patient)
- Service codes mapped to Xero items
- GST handled (most healthcare GST-free)
6. Patient pays (card via Stripe, EFTPOS, cash)
7. Payment recorded in both systems
8. Medicare rebate received, matched to claimCommon Field Mappings
| Source Field | Target Field | Notes |
|---|---|---|
| patient.name | Contact.Name | Patient name (privacy consider) |
| patient.email | Contact.EmailAddress | For patient matching |
| invoice.number | Invoice.InvoiceNumber | Cliniko invoice number |
| invoice.total | Invoice.Total | Invoice total |
| invoice_item.name | LineItem.Description | Service description |
| invoice_item.price | LineItem.UnitAmount | Service price |
| invoice_item.tax_rate | LineItem.TaxType | Usually EXEMPTOUTPUT for healthcare |
| payment.amount | Payment.Amount | Payment amount received |
Example API Response
Sample data structure when syncing from Cliniko:
// Cliniko Invoice (GET /v1/invoices/{id})
{
"id": 12345,
"invoice_number": "INV-2024-0456",
"patient": {
"id": 67890,
"first_name": "Jane",
"last_name": "Smith",
"email": "jane@example.com.au"
},
"practitioner": {
"id": 111,
"name": "Dr. Sarah Johnson"
},
"appointment_id": 98765,
"issue_date": "2024-11-15",
"status": "open",
"total_amount": 150.00,
"amount_paid": 0,
"invoice_items": [{
"id": 11111,
"name": "Initial Consultation - 45min",
"quantity": 1,
"unit_price": 150.00,
"total": 150.00,
"tax_rate": 0
}],
"medicare_claim": {
"status": "submitted",
"claim_number": "MC123456",
"rebate_amount": 78.95
}
}
// Cliniko Webhook (appointment completed)
{
"event": "appointment.completed",
"data": {
"id": 98765,
"patient_id": 67890,
"practitioner_id": 111,
"appointment_type": "Initial Consultation"
}
}AI & Custom Integration Examples
Beyond system-to-system connections, we build custom AI solutions and interfaces powered by Cliniko data.
AI Appointment Scheduler
Patients interact with AI to book appointments. AI checks practitioner availability, suggests suitable times, and handles rebooking. "I need to see Dr. Johnson for a follow-up next week" → AI finds available slots and books.
Smart Recall System
AI monitors patient history and triggers personalized recall communications. "It's been 6 months since your last checkup" messages sent at optimal times based on patient communication preferences and response patterns.
Patient Communication Bot
AI answers patient queries: "What are your opening hours?" "How do I claim Medicare?" "Can I reschedule my appointment?" Handles routine queries without staff intervention while escalating complex issues.
Revenue Analytics Dashboard
AI-powered dashboard showing practice performance: revenue by practitioner, service profitability, patient retention rates, Medicare vs private ratios. Natural language insights for practice managers.
Treatment Plan Reminders
AI tracks patient treatment plans and sends reminders for upcoming sessions. "You have 2 of 6 physio sessions remaining - schedule your next appointment." Improves treatment plan completion rates.
Intelligent Waitlist Management
When appointments cancel, AI identifies waitlisted patients who match the slot criteria and automatically reaches out. Fills gaps without staff manually calling through waitlists.
Integration Prerequisites
Before starting your Cliniko integration, ensure you have:
- Cliniko account (any plan - all have API access)
- API key generated in Settings > Integrations > API
- Xero connection for accounting sync
- Understanding of service/product mapping to accounting items
- Patient privacy considerations for data shared with accounting
- Medicare claiming configured if using Australian rebates
- Payment processor integration (Stripe, etc.) for card payments
- SMS credits for patient communication features
Common Issues & Solutions
Invoice not syncing to Xero
Medicare claims not reconciling
Patient data not matching
Multi-practitioner commissions incorrect
Appointment reminders not sending
Group bookings not handling correctly
Frequently Asked Questions
Is Cliniko integration HIPAA compliant?
Can Cliniko integrate with Medicare?
How does Cliniko handle multiple practitioners?
What about patient communication compliance?
Ready to Connect Cliniko with Everything?
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