⚠️ In order to integrate with Cliniko, you must be on a Together tier plan (14 day free trial available).
Please note the Cliniko integration is currently only available in Australia.
Video demo - Set up and Use Cliniko
How to Integrate with Cliniko
Follow these steps to Integrate with Cliniko and generate an API key.
1. Log in to your Cliniko account.
2. Press the upward arrow next to your name on the bottom left hand corner of your screen
3. Click on 'My Info'
4. Scroll down until you reach the API keys section. Under the API keys section, flip the switch that says "Allow yourself to create an use API keys" to Yes:
5. Then, press Update user at the bottom of the page
6. This will prompt you to verify your identity and ask for your password or passkey:
7. Once you've done that, the page will be refreshed. Under API keys, click Manage API keys:
8. You'll now be brought to the API Keys Page. From here, click Add an API Key:
9. You can then add a unique name for your API Key. We recommend naming it Heidi Health, as it's what you're generating the API Key for:
10. Once you click Create API Key, you'll now see a long string of letters and numbers this is your API key! Copy it now, as it won't be shown again. If you fail to copy it at this stage you can simply create another one.
11. With your API key copied, navigate back to Heidi, and go to Settings > EMR Integrations > Cliniko
12. Click on Set up Integration and enter your API key
13. Click on Connect Integration
14. Once it's connected successfully you should see the following screen. If you face any errors, please feel free to reach out to our support team.
If you're asked for a Practitioner ID while setting up the Integration, here's how you can retrieve it.
"Settings" in the left menu bar
"Users & practitioners" under "Our clinic"
Select yourself
"Edit their practitioner settings"
Get practitioner ID from URL (between
/practioners/YOUR-ID/edit
For additional instructions & support, visit the Cliniko Help Article.
How to use the Cliniko integration
View your appointment book
Open the Sessions panel on the LHS menu
Within the Sessions panel, select the Schedule tab
Select the desired day by clicking the Calendar icon (it will default to showing today's sessions)
View the appointments booked for the day
Select the correct patient
Conduct your consultation as normal
Review and edit your Note as needed
When you are ready, "Push note to Cliniko"
This will create a new Treatment note in Cliniko in the selected patient's file
Important:
Only patients who are opened from the schedule tab have a “Push to Cliniko” button
Creating and Updating notes:
The first time a note is pushed, it will create a “Treatment Note” in Cliniko in draft status
If our note is pushed again, then it will update the existing Cliniko Treatment Note, provided it is still in draft status
If the Cliniko Treatment Note has been finalised or has been archived, then pushing from Heidi will create a new treatment note in Cliniko