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Cliniko

Integration

EHR & Practice Management
Cevi AI Agents Integrations Background
HIPAA CompliantNo Code Required

Cliniko Integration — Connect Your EHR to AI Workflows

Let Cevi's AI agents handle scheduling, intake, billing, and messaging — so your Cliniko workflows run without staff lifting a finger.

Let Cevi's AI agents handle scheduling, intake, billing, and messaging — so your Cliniko workflows run without staff lifting a finger.

4
Triggers
15
Actions
30+
API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

Join hundreds of medical practices automating their operational workflows with Cevi

Join hundreds of medical practices automating their operational workflows with Cevi

Explore Cliniko triggers and actions

Cevi supports 4 Cliniko triggers and 15 actions

Cliniko
Individual appointment created
Gets triggered when there are new individual appointments
trigger
Cliniko
Individual appointment updated
Gets triggered when there are individual appointments updates
trigger
Cliniko
Treatment note updated
Triggers when a treatment note is updated
trigger
Cliniko
Individual appointment cancelled
Gets triggered when individual appointments gets cancelled
trigger
Cliniko
Get treatment notes
Retrieves a list of treatment notes
action
Cliniko
Get settings
Gets the settings
action

Cliniko API Capabilities

30+ API endpoints. API Key (per-user) authentication.

View official API documentation
API Endpoints
30+
Authentication
API Key (per-user)
FHIR
Webhooks

Patient Management

  • Patient CRUD
  • Patient search
  • Contact details
  • Medicare/DVA numbers (AU)
  • Patient attachments
  • Relationships between patients
  • Patient merge

Scheduling

  • Appointment CRUD
  • Appointment types
  • Available times query
  • Cancellation reasons
  • Recurring appointments
  • Practitioner schedules
  • Online booking settings

Clinical

  • Treatment notes CRUD
  • Treatment note templates
  • Diagnosis codes (ICD-10)
  • Medical alerts

Billing

  • Invoice CRUD
  • Products/services
  • Tax rates
  • Payments
  • Billing items

Admin

  • Practitioners listing
  • Businesses (multi-location)
  • Stock adjustments
  • Settings management

Build your Cliniko automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

Cliniko

About Cliniko

EHR & Practice Management

cliniko

View API documentation

Quick Facts

CategoryEHR & Practice Management
AuthAPI Key (per-user)
Endpoints30+
FHIR
Webhooks

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.
Most Cliniko workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.
Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.
Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.
Yes. Cevi supports both reading data from Cliniko (patients, appointments, documents, etc.) and writing data back (creating patients, booking appointments, uploading documents). It's a true two-way integration.
Patient management, scheduling, billing, clinical documentation, insurance verification, lab orders, prescription workflows, messaging, and more. See the full trigger and action list above for complete coverage.

Ready to automate your practice?

BAA on all plans
SOC2 Type II security
HIPAA compliant
99.9% uptime SLA
HIPAACOMPLIANT
SOC 2TYPE II