Connecting Your Practice Management Integration

ClinDoc can connect directly to your practice management software to automatically sync patients, appointments, and clinical documents. This eliminates double-entry and keeps your records in sync across both systems.

If you don't use a supported integration or want to explore ClinDoc first, you can also choose manual mode and add patients yourself.

Supported integrations

ClinDoc currently supports the following practice management systems:

Cliniko

Cliniko is a practice management platform for allied health professionals. When connected, ClinDoc will sync:

• Patients — your patient records are imported and kept up to date
• Appointments — upcoming and past appointments appear in your ClinDoc schedule
• Practitioners — staff members are matched across both systems
• Treatment notes — finalized clinical documents can be delivered back to Cliniko

How to connect Cliniko

Step 1: Generate your Cliniko API key

1. Log in to your Cliniko account.
2. Navigate to My Info → Manage API Keys.
3. Click Generate New Key.
4. Copy the API key — you'll need it in the next step.

Step 2: Connect in ClinDoc

1. In ClinDoc, go to Settings → Integrations.
2. Click the Cliniko card.
3. Paste your API key into the API Key field and click Connect.
4. ClinDoc will validate your key and begin the initial sync. This usually completes within a few minutes depending on the size of your practice.

Step 3: Verify the connection

Once connected, your integration card will show a health status. You can also:

• Click Test to verify the connection is healthy
• Click Sync Now to manually trigger a patient and appointment sync at any time

What gets synced

Once connected, ClinDoc will automatically sync at regular intervals. Here's what flows between the systems:

• Cliniko → ClinDoc: Patients, appointments, and practitioner profiles
• ClinDoc → Cliniko: Finalized clinical documents (treatment notes) are delivered back after you approve them

Using manual mode instead

If your practice management system isn't listed yet, or you want to try ClinDoc before connecting, you can choose manual mode during onboarding.

In manual mode you will:

• Add patients by hand
• Start sessions without a linked appointment
• Export finalized documents manually rather than auto-delivering them

You can connect an integration at any time later from Settings → Integrations. All your existing data will be preserved and syncing will begin automatically once connected.

Troubleshooting

"Connection failed" when entering your API key

• Double-check that you copied the full API key without extra spaces.
• Make sure the key hasn't been revoked in Cliniko.
• Try generating a fresh key in Cliniko and entering it again.

Integration shows "Degraded" or "Unhealthy"

This usually means your API key has expired or Cliniko is experiencing an outage. Click Test to check. If it fails, update your API key. If Cliniko is down, the connection will recover automatically once they're back online.

Disconnecting an integration

If you need to remove an integration, open the integration card in Settings → Integrations and click Disconnect. All previously synced data (patients, appointments) will remain in ClinDoc, but no new data will be synced.