Overview
Cliniko is a healthcare practice management platform – patients, appointments, invoices, practitioners, treatment notes. The Automize Cliniko connector covers these.
- Regions: Global. HIPAA + GDPR + PIPEDA compliant.
- Plans: Per-practitioner subscription.
Setting up the connection
Auth type: API Key.
- Cliniko → Settings → My info → API keys → Generate.
- In Automize → Settings → Connectors → Cliniko. Paste key + region (shard suffix in API URL).
Find your credentials at https://yourpractice.cliniko.com/settings/integrations.
Rate limits
~200 req/min.
Data model
Practice primitives:
Practice ─┬─ Patients
├─ Appointments
├─ Practitioners
├─ Treatment Notes
└─ InvoicesAvailable operations
12 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Cancel Appointment | General | Cancel an appointment |
| Create Appointment | General | Create a new appointment |
| Create Patient | General | Create a new patient |
| Get Appointment | General | Get an appointment by ID |
| Get Patient | General | Get a patient by ID |
| List Appointment Types | General | List all appointment types |
| List Appointments | General | List all appointments |
| List Invoices | General | List all invoices |
| List Patients | General | List all patients |
| List Practitioners | General | List all practitioners |
| List Treatments | General | List all treatments |
| Update Patient | General | Update an existing patient |
Operations
Cancel Appointment
Cancel an appointment
| Parameter | Required | Type | Description |
|---|---|---|---|
Cancelled At cancelled_at | Yes | text | |
Appointment Id appointment_id | Yes | text |
Create Appointment
Create a new appointment
| Parameter | Required | Type | Description |
|---|---|---|---|
Patient Id patient_id | Yes | text | |
Practitioner Id practitioner_id | Yes | text | |
Appointment Type Id appointment_type_id | Yes | text | |
Starts At starts_at | Yes | text |
Tips
- patient_id + practitioner_id + appointment_start + appointment_type_id.
Create Patient
Create a new patient
| Parameter | Required | Type | Description |
|---|---|---|---|
First Name first_name | Yes | text | |
Last Name last_name | Yes | text | |
Email email | Yes | text | |
Date Of Birth date_of_birth | Yes | text |
Get Appointment
Get an appointment by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Appointment Id appointment_id | Yes | text |
Get Patient
Get a patient by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Patient Id patient_id | Yes | text |
List Appointment Types
List all appointment types
No input parameters.
List Appointments
List all appointments
No input parameters.
Tips
- Filter by date range, practitioner_id, status.
List Invoices
List all invoices
No input parameters.
Tips
- Per patient. Includes balance + payment status.
List Patients
List all patients
No input parameters.
Tips
- Filter by name, DOB, archived.
List Practitioners
List all practitioners
No input parameters.
List Treatments
List all treatments
No input parameters.
Update Patient
Update an existing patient
| Parameter | Required | Type | Description |
|---|---|---|---|
First Name first_name | Yes | text | |
Last Name last_name | Yes | text | |
Email email | Yes | text | |
Patient Id patient_id | Yes | text |
FAQ
- Shard region?
- Cliniko shards by region (au1, us1, etc.). The shard appears in the URL – match it on your connection.