Cliniko Integrations

Integrate Cliniko with other apps and automate your workflow

Healthcare Practice Management Software as it should be. Affordable pricing, easy to use, no hidden fees, no contracts. Completely web-based, mobile apps too!

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Triggers (27)

Cancelled individual appointment

Triggered when an individual appointment is cancelled.

Cancelled individual appointment -7d (integration setting)

Triggered when an individual appointment is cancelled. This version only looks at appointments 7 days back and the number of days forward as specified by an integration setting.

Cancelled individual appointment -7d +45d

Triggered when an individual appointment is cancelled. This version only looks at appointments 7 days back and 45 days forward.

Cancelled individual appointment (integration settings)

Triggered when an individual appointment is cancelled. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.

Deleted individual appointment

Triggered when an individual appointment is deleted.

New deleted patient

Triggered when a patient is deleted. Emits the patient ID, which is the only piece of information available after a patient has been deleted.

New or updated archived individual appointment

Triggered when an individual appointment is archived or when an archived appointment is updated.

New or updated archived individual appointment -7d (integration setting)

Triggered when an individual appointment is archived or when an archived appointment is updated. This version only looks at appointments 7 days back and the number of days forward as specified by an integration setting.

New or updated archived individual appointment -7d +45d

Triggered when an individual appointment is archived or when an archived appointment is updated. This version only looks at appointments 7 days back and 45 days forward.

New or updated archived individual appointment (integration settings)

Triggered when an individual appointment is archived or when an archived appointment is updated. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.

New or updated archived patient

Triggered when a patient is archived or when an archived patient is updated.

New or updated business

Triggered when a business is created or updated.

New or updated contact

Triggered when a contact is created or updated.

New or updated daily availability

Triggered when a daily availability is created or updated.

New or updated group appointment

Triggered when a group appointments is created or updated.

New or updated group appointment -7d +45d

Triggered when a group appointments is created or updated. This version only looks at appointments 7 days back and 45 days forward.

New or updated group appointment (integration settings)

Triggered when a group appointments is created or updated. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.

New or updated individual appointment

Triggered when an individual appointment is created or updated.

New or updated individual appointment -7d (integration setting)

Triggered when an individual appointment is created or updated. This version only looks at appointments 7 days back and the number of days forward as specified by an integration setting.

New or updated individual appointment -7d +45d

Triggered when an individual appointment is created or updated. This version only looks at appointments 7 days back and 45 days forward.

New or updated individual appointment (integration settings)

Triggered when an individual appointment is created or updated. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.

New or updated invoice

Triggered when an invoice is created or updated.

New or updated patient

Triggered when a patient is created or updated.

New or updated practitioner

Triggered when a practitioner is created or updated.

New or updated treatment notes

Triggered when treatment notes is created or updated.

Two-way sync new or updated contacts

A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

Two-way sync new or updated patients

A trigger for two-way syncing new and updated patients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

Actions (34)

Archive patient

Archives a patient. An error will occur if the patient is not found.

Calculate patient lifetime value

Calculates the specified patient's lifetime value. Emits the sums of all invoice totals and net amounts for the patient.

Create contact

Creates a new contact.

Create patient

Creates a new patient.

Find cancelled appointment

Searches for a cancelled appointment. If no matching appointment is found, an error occurs.

Find contact by email

Returns details of the contact having the specified email address. An error occurs if zero or multiple are found.

Find patient by email

Returns details of the patient having the specified email address. An error occurs if zero or multiple are found.

Get appointment

Returns details of the specified appointment.

Get appointment type

Returns details of the specified appointment type.

Get appointments by practitioner ID

Returns appointment details by practitioner ID.

Get archived patient

Returns details of the specified archived patient.

Get billable item

Returns details of the specified billable item.

Get business

Returns details of the specified business.

Get cancelled appointment

Returns details of the specified cancelled appointment.

Get concession type

Returns details of the specified concession type.

Get contact

Returns details of the specified contact.

Get group appointment

Returns details of the specified group appointment.

Get group appointment attendees

Returns attendee information for the specified group appointment.

Get individual appointment attendee

Returns attendee information for the specified individual appointment.

Get individual appointment totals

Returns the total booked, arrived, cancelled, and noshow appointments for the specified patient

Get patient

Returns details of the specified patient.

Get patient case

Returns details of the specified patient case.

Get patient referral source

Returns the referral source for the specified patient.

Get patient's next appointment

Returns details of the next appointment for the specified patient. No data will be emitted if the patient doesn't have an upcoming appointment.

Get practitioner

Returns details of the specified practitioner. An error occurs if not found.

Get practitioner availabilities

Returns availability information for the specified practitioner.

Get tax

Returns details of the specified tax id emitted from the 'get billable item' action. That action may emit an empty value for the tax id for items having no tax, but this action will throw an error if no tax id is specified.

Two-way sync add or update a contact

An action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.

Two-way sync add or update a patient

An action for two-way syncing new and updated patients, with enhanced on-the-fly mapping using patient email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.

Update contact

Updates a contact.

Update patient

Updates a patient.

Update patient custom field

Updates the value of the specified custom field for the specified patient.

Update patient referral: contact

Updates a patient's referral, when referred by a contact

Update patient referral: patient

Updates a patient's referral, when referred by another patient

Templates (2 Min)

Cliniko Templates