Practice Setup
Connect Cliniko
Connect your practice to Cliniko, check what your region supports, and review the connection before using patient sync or result delivery.
5 steps · 3 min read
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Cliniko’s current API key instructions: Cliniko API key help →
Step 1: Open the Cliniko integration
As a practice owner or admin, open Settings, Integrations, then Cliniko. Members can read this guide but cannot manage the connection.
Step 2: Create a Cliniko API key
In Cliniko, open My Info and Manage API keys. Create a key for this connection and copy it when shown. Follow Cliniko’s current help if API access needs to be enabled. Keep the key private.
Step 3: Paste the key in the connection wizard
Paste it into Cliniko API key and follow the wizard. The region is detected from the key. Check the account and region shown before confirming.
Step 4: Review what your connection does
AU/NZ practices use patient sync and can configure automatic sends where their plan allows. US/Canada uses a results-only connection: it does not import patients or run new-client onboarding sends. Eligible appointment-based progress reviews are configured separately under Automatic sends.
Step 5: Confirm the connected state
Finish the wizard and check the connected account and available settings. Review sync status separately; a saved key does not prove a patient or result has been delivered.
Frequently asked questions
Does Heidi connect through ClientForms?▾
Can a team member connect the practice?▾
Related guides
Send onboarding forms automatically from Cliniko
Book a new client in Cliniko and your onboarding forms go out to them on their own, without anyone pressing Send.
Use scribes alongside Cliniko
Keep scribe notes and assessment results as separate Cliniko workflows. Check each service’s connection and destination before relying on a record.
Send an assessment to a patient
Create a patient, choose an assessment, and share the link. scored results appear on your dashboard.
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