Cliniko connection
Practice operations beside Cliniko
Keep bookings and care records in Cliniko. Use CliniBase to turn saved appointment patterns and everyday practice work into a clear next step.
Start with one operational question
Cliniko already manages appointments, treatment notes and practice administration. You do not need to move those records to try a clearer handover or staff training workflow.1
CliniBase connects tasks to current guidance and learning. Eligible managers can review supported saved booking patterns, then choose an owner and review date for an operational response.2
What the connection adds
Swipe or use arrow keys to read the table on a small screen.
| Work | In Cliniko | In CliniBase |
|---|---|---|
| Care and appointments | Book appointments and maintain the patient record.1 | Read-only saved appointment activity. No booking changes or clinical note text.3 |
| Daily planning | Keep the appointment diary authoritative. | Estimate a task and plan it into confirmed free time. Stale or unknown availability stays labelled.2 |
| Pattern review | Review the original activity when investigating. | Supported cancellations, no-shows and rebooking views, including historical capacity measures for Cliniko. These do not measure clinical quality or prove lost revenue.2 |
What to check before connecting
Confirm the account, connection scope, pricing and setup during early access. A successful sync is evidence availability, not proof that a gap should be filled or that a patient should be contacted.23
- An admitted CliniBase practice and a Cliniko account able to supply the required API access.
- An authorised practice owner or manager to connect the supported provider and select the intended diary.
- Appropriate work and review roles. AI features also need processing approval and practice/member settings.
- A useful first process with no patient details, clinical notes or confidential staff information.
Fictional example · no real practice data
Review a recurring reception handover
A fictional manager notices incomplete operational handovers while reviewing saved activity. They choose to clarify the process.
- Check
Review the dates and source status; keep any patient investigation in Cliniko.
- Draft
Prepare a nonclinical handover guide with its source and process owner.
- Approve
A different authorised reviewer checks and approves the guide.
- Assign
Assign a reception task and linked learning; review completion next week.
Check the result: Did the assigned work finish, and is the approved guide easy to find? Do not infer a revenue gain from task completion.
Try the interactive sample →Practical questions
Does CliniBase change anything in Cliniko?
No. The Cliniko connection is read-only. CliniBase tasks and local diary plans do not change bookings or care records.
Can every staff member see all practice activity?
No. Practice and role permissions apply. Personal work, private conversations and management views have different access boundaries.
Sources
Keep exploring
See if CliniBase fits.
Ask about your workflow, availability and pricing.
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