Harvard-Educated Cliniko Experts | FT Fast 500

Healthcare Practice Automation Cliniko

Connect Cliniko with accounting and communication systems for streamlined healthcare practice management. Automate appointments, billing, and patient communication.

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Automate Your Cliniko Integration View Integration Options

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.

Systems We Connect with Cliniko

Xero

Mailchimp

Stripe

Zoom

Typeform

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 claim

Common 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 personalised 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.