Cliniko by Maxmel Tech

cliniko is a practice management platform for clinics and allied health professionals, offering scheduling, billing, and secure record keeping integrating with make com enables automated workflows, streamlining administrative tasks and improving clinic efficiency this is ai generated content based on official cliniko documentation the content may still contain errors—please verify important information if you have questions, contact https //www cliniko com/ directly how to get support on cliniko cliniko is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=cliniko\&app slug=cliniko community\&app unique id=cliniko x7vdeu6 x2569w requirements to use the cliniko app in make, you must have an active cliniko account and an api key, null app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/cliniko community/ click the install button follow the on screen instructions to complete the setup 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 you can connect using the following method http basic auth with api key http basic auth with api key instructions you need to create and retrieve your api key from your cliniko user account login to your cliniko account using your credentials go to the my info section, which is accessible from the bottom left corner of the navigation within cliniko click the manage api keys button create a new api key if you do not already have one copy and securely store the generated api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=cliniko\&app slug=cliniko community\&app unique id=cliniko x7vdeu6 x2569w 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 or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier 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 your active contacts list while keeping its information stored for future reference archive a patient this module allows you to archive an individual patient's record, helping you keep your patient database organized and up to date archive a product this module allows you to archive a specific product, effectively removing it from active listings while keeping its information stored for future reference or restoration archive an individual appointment archives a specific individual appointment, helping you store and manage past appointments efficiently cancel an individual appointment cancels a specific appointment using its unique id, ensuring that the selected appointment is removed from the schedule create a contact adds a new contact to your address book or contact list create a patient adds a new patient record to your system, including their personal and contact details create a product adds a brand new product to your store with the details you provide create a product stock adjustment creates a new stock adjustment for a product, allowing you to either increase or decrease the available quantity of that product in your inventory create an individual appointment creates a brand new appointment for an individual, allowing you to schedule and manage personal meetings or sessions easily get a booking fetches the details of a specific booking that already exists, allowing you to view all its information get a contact fetches detailed information about a specific contact using their unique id get a patient fetches detailed information about an existing patient using the specified patient id get a practitioner fetches detailed information about a specific practitioner using their unique id get a product fetches detailed information about a specific product using its unique id get an individual apppointment fetches the details of a specific individual appointment that already exists in your system get an invoice fetches detailed information about a specific invoice using its unique id get an invoice item fetches detailed information about a specific invoice item using its unique id make api call allows you to make a custom api request to the service using your authorized account, giving you flexibility to access any supported endpoint or feature not covered by the standard modules search bookings searches for existing bookings based on your specified criteria, helping you quickly find the reservations you need search contacts finds and retrieves contacts that match your specified search criteria search individual appointments finds and retrieves specific individual appointments based on your search criteria search invoice items finds and retrieves all items associated with a specific invoice search invoices searches for invoices based on your specified criteria, helping you quickly find the invoices you need search patients allows you to find patients by using various search criteria, making it easier to locate specific patient records based on the information you have search practitioners finds and retrieves information about practitioners based on your search criteria, helping you locate specific healthcare professionals search products searches for products based on your specified criteria, helping you quickly find items that match what you're looking for search treatment notes searches for treatment notes based on specific criteria, helping you quickly find and retrieve relevant treatment note records unarchive a patient restores a specific patient’s record from the archive, making their information active and accessible again update a contact updates the details of a specific contact, allowing you to modify information such as name, email, phone number, or other contact fields update a patient updates the details of an existing patient record update a product updates the details of an existing product, allowing you to modify information such as its name, description, price, or other attributes update an individual appointment updates the details of a specific appointment, allowing you to modify information such as the date, time, or other relevant fields watch ended appointments monitors your calendar for appointments that have finished and notifies you when an appointment has ended watch new appointments monitors your calendar for any newly scheduled appointments and notifies you when a new one is added watch new contacts monitors your account for any newly added contacts and triggers when a new contact is created watch new invoices monitors your account for any newly created invoices and notifies you when a new invoice appears watch new patients monitors and notifies you whenever a new patient is added to your system watch updated contacts monitors your contacts and notifies you whenever any contact information is 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