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Inside CliniBase

Everything CliniBase does

Diary insights, tasks, team knowledge and follow-through. One connected place to run your clinic.

App highlights

See CliniBase in action.

Explore six app highlights using sample clinic data. Preview controls do not change practice records.

Sample clinicNo AI calls or changes to your work

Ask a question. Check the source.

  1. 1
    Ask

    Ask about a practice guide, procedure, your own work or a recorded process owner.

  2. 2
    Read

    Read the answer and see which approved instruction supports it. Missing evidence should stay an open question.

  3. 3
    Check

    Inspect the cited passage, then open the current record in your workspace before acting.

In your workspace

Access follows your role and practice settings. Answers use current records you can access; conversations stay private.

Ask CliniExample
Private conversation · Approved guides
What should reception check before opening?

A clear question about everyday practice work.

Select “Show example answer” below to continue.
Ask about practice work…
Step 1 of 3

Everyday tools

Tools for every next step.

Ask Clini, then confirm the next step

Check sourced guidance. Preview a supported task change, clarify what is needed and confirm.

Fit useful work around the diary

Estimate tasks, find gaps that fit and plan the work. PMS bookings stay unchanged.

Turn rough notes into working guides

Add files, screenshots or notes. Review editable guide drafts, sources and flagged conflicts.

Give follow-ups an owner

Turn decisions into tasks with an owner, due date and reminder. Keep the next step visible.

Keep team updates with the work

Share announcements, mention colleagues and link updates to tasks or procedures.

Help everyone find current instructions

Find approved guidance. Assign training linked to the current version and track acknowledgements.

Review the week and hand over clearly

Review changed procedures and open work. Check overdue items and export a scoped handover pack.

See booking patterns worth checking

Explore cancellations, no-shows, rebooking gaps and appointment types by practitioner or location.

Turn Practice Insights into next steps

Explain trends using approved practice context. Review suggestions and turn a decision into owned work.

Your day

Plan the work around the diary.

Tasks, checklists, priorities, due dates and in-app reminder alerts—with estimated time and a local diary plan.

See what fits

Use confirmed free time to find tasks that fit. Missing or stale diary data stays clearly labelled.

Keep the next step visible

Choose an owner and date. Move a local task block or return it to the checklist.

Keep care records separate

Task plans never change PMS bookings. Patient details and clinical instructions stay in your PMS.

Ask Clini

Ask. Review. Get it done.

Find approved guidance, organise a task or explore supported saved activity from your workspace.

Say what you need

Ask about a guide or try “Create task Check stationery tomorrow”. Clarify the request when needed.

Check the answer or preview

Open cited sources. Check the task, date, owner and proposed change.

Confirm and keep working

Confirm proposed task changes. Saved actions appear in task history.

Eligible owners and managers can ask supported saved-data questions—not unrestricted SQL or live PMS queries. Role and access settings apply. Conversations stay private.

Practice knowledge

Keep practice knowledge useful.

Source material, current guides and linked work stay connected as roles change.

Keep your own space

Private tasks and conversations stay separate from shared team and management work.

Keep the sources

Library holds files, notes, recordings and retained versions. Inspect the original evidence and choose what AI may use.

Share current guidance

Approved guides and procedures show owners, sources and review dates. Training links to the approved version.

Guides & training

Record once. Teach the team.

Turn a non-clinical process recording into reviewed instructions and training.

Record the process

Capture admin work without patient, clinical or confidential staff information.

Prepare the draft

Review editable AI instructions, evidence and gaps.

Review and approve

Ask a different authorised reviewer to approve the current version.

Train and maintain

Assign version-linked training, track acknowledgements and set the next review date.

A training acknowledgement is not proof of competence.

Team & improvement

Turn a recurring problem into a better process.

Announcements, work-linked updates, weekly reviews and handovers keep the loop visible.

Review the suggestion

Check improvement suggestions and their evidence. People decide what is useful.

Assign the next step

Choose an owner, due date and linked work. Keep discussion with the task or procedure.

Improve and check

Review the guidance, train the team where needed and assess what changed in Outcomes.

Outcomes & ROI

See what changed. Assess what it is worth.

Check appointment patterns, task timeliness, procedure reviews and training follow-through.

Build a starting point

Everyday activity automatically creates a fixed starting point for comparison. Results appear once there is enough evidence.

Review what changed

Compare supported practitioner, location and period views. Check each result’s dates and records.

Assess value

Use time samples, work frequency and labour costs to value time freed up. Record costs and confirmed benefits for financial ROI.

Time freed up is separate from cash savings. Outcomes shows observed change; it does not prove CliniBase caused the change.

Beside your practice software

Your PMS keeps care records. CliniBase keeps work moving.

How your practice software and CliniBase work together
What each system is forCliniko or NookalCliniBase
Core recordPatient records, appointments and clinical notesTasks, procedures, training, handovers and improvement
Daily workAppointments and the patient recordOwners, follow-ups and clear next steps
Team coordinationCheck the communication tools in your PMSAnnouncements, work-linked updates and owned handovers
Practice knowledgePatient and appointment historyApproved practice knowledge and linked work your account can access
Team learningCare and booking workflowsCurrent procedures, version-linked training and review dates
ConnectionSource of truth for care recordsRead-only appointment activity; no booking or clinical-record changes

Historical capacity measures currently support Cliniko; Nookal Today can show calculated free slots. Activity figures do not assess clinical quality or rank staff.

A rebooking gap means a completed appointment has no later booking within 42 days. It does not establish whether the patient has finished their care.

AI and practice work

Turn AI suggestions into work you can track.

Explore ideas in your preferred AI tool. Keep practice decisions and follow-through connected in CliniBase.

How general AI tools and CliniBase support practice work
How work continuesGeneral AI conversationCliniBase
ContextConversation and supported connected sourcesPermission-filtered practice knowledge and linked work
Typical useBrainstorming, writing and exploring ideasPractice answers, guides, training and owned tasks
Follow-throughDepends on the tool, integrations and planConfirmed task actions, owners, due dates, review history and current guidance
ControlControls vary by tool, settings and connected actionsAccess controls, confirmed actions and independent approval

External AI capabilities vary by product, plan, settings and connected tools.

Your AI team, in view

Know what help is underway.

See saved AI work, its status and results. Review or retry in the original workflow.

Six kinds of help

  • Insights
  • Improvements
  • Planning
  • Procedures
  • Knowledge
  • Prompts

Work can continue in the background. You see only work your account can access, with one shared practice allowance.

Opening this panel starts no AI work and uses no allowance. You decide what to use.

Sample clinic AI team panel with one job working, one new result, action filters and 72% of a shared allowance remaining
Product interface with sample clinic data.

Built developer preview

Developer API & MCP

Use selected practice knowledge. Return operational drafts for people to review.

Read selected context

Access selected approved knowledge, eligible personal tasks and bounded saved monthly activity within consent and role limits.

Return a useful draft

Submit guides, procedures, training, team updates, task proposals and references. Track, replace or withdraw eligible submissions.

Keep people in control

People review intake, choose owners and confirm next steps. External tools cannot publish, approve or change permissions.

Public API access is not enabled. Provider validation, independent security approval and human pilot checks remain pending. No patient records, clinical notes, sensitive HR data, raw Library originals or private chats are exposed.

Governance

Clear ownership. Clear boundaries.

Access that fits the role

Practice and role permissions apply throughout. Private work does not become shared by using AI.

Review that stays visible

Confirm supported actions. Keep independent publication approval, versions, review dates and audit history.

Portable practice work

Download accessible records, reports and scoped exports. A handover pack preserves permitted operational context.

Explore the workspace

Try the demo

Sample clinics show how a process becomes reviewed guidance, training and assigned work. No account needed.

Explore the workspaceSample clinic · Example data
Workspace Today

A clearer way to work

One process. A better next step.

Capture know-how, agree the process and follow through.

Start here

Try one useful piece of work.

Choose a goal, fill a few gaps and edit a demo draft. No practice records are changed.

Four guided steps · No uploads or account needed
  1. 01
    Understand the workChoose a task and check the material
  2. 02
    Agree the processClarify responsibilities and review
  3. 03
    Put it into practicePrepare training and follow through

Follow-through

My tasks

Recently completed

The practical details

Common questions

Does CliniBase replace our PMS?

No. CliniBase brings operational work together beside supported Cliniko and Nookal connections. Your PMS remains the place for bookings, patient records and clinical notes. CliniBase cannot change them.

What can I ask Clini?

Ask about accessible guidance, your work or process owners. Check cited sources, clarify a request and confirm supported task changes. Eligible managers can query supported saved activity. Access settings apply; conversations stay private. There is no unrestricted SQL or PMS query access.

Can it organise our existing material?

Authorised editors add files, screenshots, recordings or notes. Sources start pending review. People control what AI may use, edit linked drafts and resolve gaps. A different authorised reviewer approves guides, procedures and training.

What is shared practice knowledge?

Approved guidance and linked work your account can access. Library keeps source material and versions; private work stays separate. Inspect evidence, control AI use and find current instructions as roles change. This is not a patient record.

How does it help with follow-ups?

Keep private operational tasks or assign shared work with an owner, due date and optional reminder alert. Use checklists and local diary plans. Patient-specific instructions and identifying details stay in your PMS.

Can it show lost revenue?

Appointment patterns highlight work worth checking—not measured revenue or dollars lost. The homepage calculator uses your own assumptions. Historical capacity metrics currently support Cliniko, not Nookal; Nookal Today can show calculated free slots.

Can we download our work?

Owners and managers can download accessible practice records and handover packs. Authorised users can export audit history and reports. Exports reflect the permissions, retained versions and records available at that time.

What can we see about practitioner activity?

Eligible managers can review booking activity, supported practitioner and location breakdowns, and overdue operational work. Other members see their accessible work. These figures do not assess clinical quality or rank staff.

How does Outcomes calculate ROI?

Task, procedure and training activity builds a starting point. Time samples, work frequency and labour costs value time freed up. Financial ROI needs recorded costs and confirmed benefits. Time value is separate from cash savings; observed change does not prove causation.

Who approves AI work?

You confirm supported Ask Clini task changes. Guides, procedures and training require independent approval. API contributions enter human review; external tools cannot publish, approve or change permissions. Background summaries may refresh automatically within existing controls.

Where is it hosted and how is it protected?

The app is hosted in Sydney. Browser connections use HTTPS; sensitive integration credentials and private source files are encrypted at rest. Practice and role controls limit access. External AI processing and retention depend on the selected provider; no universal Australian processing claim is made.

Is the developer API available?

The REST API and MCP interface are built as a developer preview. Public API access is not enabled. Selected knowledge, eligible personal tasks, bounded saved monthly counts and operational drafts have consent and review controls. ChatGPT, Claude and Dots validation remains pending; Xero and LanternPay remain planned.

Start with one useful workflow.

Get early accessConnections & API