Business Operations and ERPs
Cliniko
27 min
cliniko is a practice management software for clinics, enabling appointment scheduling, patient records, invoicing, and telehealth integrating cliniko with make com allows automated patient data syncing, appointment management, and streamlined billing workflows across healthcare tools and communication platforms this is ai generated content based on official cliniko documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www cliniko com directly requirements to use the cliniko app in make, you must have an active cliniko account and an api key, https //www cliniko com for subscription, refer to the https //www cliniko com connect cliniko and {{product name}} to get started, you must first create a connection between cliniko and {{product name}} , allowing the two services to communicate obtain your basic in your cliniko account create the connection in make obtain your basic in your cliniko account before you create the connection in {{product name}} , you should first obtain your basic in your cliniko account to obtain your basic navigate to your user profile by clicking on the my info link in the bottom left corner of the navigation click the manage api key s button click the button to create a new api key if one does not exist copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs api cliniko com/ create the connection in {{product name}} https //www make com/en/register , add the cliniko module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your cliniko account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page cliniko modules after connecting to the cliniko app, you can choose from a list of available modules to build your {{scenario plural lowercase}} archive a contact archives a specific contact, removing it from the active contact list archive a patient archives the records of a specific patient archive a product archives a specific product, making it inactive or hidden from your store’s active listings archive an individual appointment archives a specific individual appointment, removing it from the active schedule and storing it for future reference cancel an individual appointment cancels a specific appointment using its unique id create a contact creates a new contact record in your selected application create a patient creates a new patient record in the system create a product creates a new product entry in your account create a product stock adjustment creates a new stock adjustment record to either increase or decrease the quantity of a specific product in inventory create an individual appointment creates a new one on one appointment in your calendar get a booking fetches the details of a specific booking using its unique id get a contact fetches detailed information for a specific contact using its unique id get a patient fetches detailed information for a specific patient using the provided patient id get a practitioner retrieves detailed information about a specific practitioner using their unique id get a product fetches detailed information for a specific product using its unique id get an individual appointment fetches the details of a specific, previously scheduled individual appointment get an invoice fetches detailed information for a specific invoice using its unique id get an invoice item fetches detailed information for a specific invoice item using its unique id make an api call executes a custom api request to the connected service using your authorized credentials search bookings searches for existing bookings based on specified criteria search contacts searches for contacts based on specified criteria search individual appointments searches for specific individual appointments within your calendar search invoice items searches for specific items listed within invoices search invoices searches your account for invoices that match specified criteria search patients searches for patients using various filters such as name, id, or other specified criteria search practitioners searches for healthcare practitioners based on specified criteria search products searches for products in your store's catalog unarchive a patient restores a previously archived patient record to active status update a contact updates the details of an existing contact in your database update a patient updates the details of an existing patient record update a product modifies the details of an existing product in your inventory update an individual appointment modifies the details of a previously scheduled individual appointment watch ended appointments monitors and detects when appointments have finished watch new appointments monitors and detects when new appointments are scheduled watch new contacts monitors and detects when new contacts are added watch new invoices monitors and detects when new invoices are created watch new patients monitors and detects when new patient records are added watch updated contacts monitors and detects when existing contacts are updated templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} cliniko resources you can have access to more resources related to this app on the following links https //community make com/search?q=cliniko https //www cliniko com https //docs api cliniko com/ https //www make com/en/integrations/cliniko