Cliniko Product Change Summary
Summarize product changes in Cliniko with Claude and refresh the product record.
Cliniko New Patient Intake Copilot
Use Claude to triage new patients and keep Cliniko records actionable.
How this workflow works
Step 1
New Patient•Cliniko
This trigger fires whenever a new patient is added in Cliniko.
Step 2
Create Message•Claude
Sends a user prompt (and optional parameters) to a specified Claude model and returns the AI-generated response.
Step 3
Update Patient•Cliniko
Updates an existing patient record in Cliniko.
Step 4
Create Client•Mindbody
Creates a new client record in your Mindbody system with all necessary information
New Patient
Cliniko
Create Message
Claude
Update Patient
Cliniko
Create Client
Mindbody
When a new patient is created in Cliniko, collect the patient details, ask Claude to produce a concise intake assessment, and determine the best next action for your team. Use the AI response to update the patient record in Cliniko with a practical summary and follow-up guidance. If the intake suggests external onboarding, create a client record in Mindbody to keep the wellness workflow aligned across systems.
Connect Cliniko + Claude to Automate these Workflows
Cliniko Contact Cleanup Review
Use Claude to review updated contacts and standardize follow-up notes.
Cliniko Appointment Follow-Up Draft
Draft follow-up guidance for completed appointment updates using Claude.
Cliniko Patient to Claude Triage
Analyze new patient records with Claude and update Cliniko with the result.
Cliniko Product Change Analyst
Summarize product updates with Claude and refresh Cliniko notes.
Cliniko Contact Quality Agent
Clean up updated contacts with Claude and standardize the record.
Cliniko Appointment Notes Agent
Generate appointment summaries and write them back to Cliniko.
Cliniko New Patient Intake Copilot
Use Claude to triage new patients and keep Cliniko records actionable.
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