Cliniko Product Change Summary
Summarize product changes in Cliniko with Claude and refresh the product record.
Connect Claude with Cliniko to automatically summarize patient records, review appointment activity, analyze treatment notes, and generate clinical documentation—the moment healthcare events occur. No code, no manual effort, live in minutes.
Cliniko triggers
Picks up events the moment they happen.
AI maps and routes
Transforms fields, validates data, and decides what to do next.
Cliniko executes
Creates or updates records in Cliniko automatically.
About this integration
Connecting Cliniko and Claude with Konnectify allows healthcare events to automatically trigger AI-powered workflows. When a new or updated patient, contact, appointment, treatment note, invoice, patient case, practitioner, communication, patient form, product, availability block, or other supported Cliniko record is detected, Konnectify sends the available information to Claude using the Create Message action. Claude can generate patient summaries, appointment overviews, treatment note summaries, administrative reports, or operational documentation without requiring staff to manually review every update.
Healthcare providers can automatically summarize new or updated patient records before consultations. Clinic administrators can generate concise reports whenever appointments, invoices, communications, or patient cases change to simplify daily operations. Practice managers can summarize treatment notes, patient forms, recalls, products, and practitioner updates to keep clinical and administrative teams informed without manually reviewing each record.
Without automation, clinic staff must review patient records, appointments, invoices, treatment notes, and operational updates individually before manually providing that information to an AI assistant for analysis or documentation. Integrating Cliniko with Claude removes repetitive administrative work for healthcare providers, reception teams, and practice managers while producing consistent AI-generated summaries that save time, reduce manual effort, and improve clinical documentation.



Use cases
Every workflow runs automatically in the background — no manual effort after setup.
Summarize product changes in Cliniko with Claude and refresh the product record.
Use Claude to review updated contacts and standardize follow-up notes.
Draft follow-up guidance for completed appointment updates using Claude.
Analyze new patient records with Claude and update Cliniko with the result.
Summarize product updates with Claude and refresh Cliniko notes.
Clean up updated contacts with Claude and standardize the record.
Generate appointment summaries and write them back to Cliniko.
Use Claude to triage new patients and keep Cliniko records actionable.
How It Works
When a patient, appointment, treatment note, invoice, communication, practitioner, patient case, or another supported Cliniko event occurs, your workflow starts automatically.
You send the relevant patient, appointment, treatment, or administrative information from Cliniko into the workflow so Claude receives the latest healthcare context.
Claude uses the Create Message action to generate patient summaries, appointment overviews, treatment note summaries, administrative reports, or clinical documentation based on the Cliniko information and your prompt.
You receive Claude's generated response immediately and can use it for patient preparation, clinical documentation, operational reporting, or downstream healthcare workflows.
Updated Product
Cliniko
Create Message
Claude
Update Product
Cliniko
Find answers to common questions about connecting Claude with Cliniko through Konnectify. Get in touch.
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