Practice Setup
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.
4 steps · 3 min read
Checked against the product on .
Heidi’s current setup instructions: Heidi Cliniko help →
Step 1: Connect ClientForms to Cliniko
Set up the ClientForms connection in Settings, Integrations, Cliniko. Its supported result-delivery workflow is separate from a scribe’s connection.
Step 2: Set up the scribe independently
Heidi documents its own Cliniko connection for sending notes. Configure that inside Heidi using its current instructions. Other scribes have their own capabilities and setup.
Step 3: Check each destination
Review the assessment result’s integration status in ClientForms and the note’s status in your scribe. A connection in one service does not confirm delivery by another.
Step 4: Review the record in Cliniko
Check the intended patient record for both the assessment result and the scribe note. ClientForms does not provide a direct Heidi or Jane integration.
Frequently asked questions
Can ClientForms send assessments to Heidi?▾
Where are the current Heidi instructions?▾
Related guides
Connect Cliniko
Connect your practice to Cliniko, check what your region supports, and review the connection before using patient sync or result delivery.
View scored results
When a patient completes an assessment, scored results with severity bands and visual charts appear on your dashboard.
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