Cliniko Product Change Summary
Summarize product changes in Cliniko with Claude and refresh the product record.
Cliniko Patient to Claude Triage
Analyze new patient records with Claude and update Cliniko with the result.
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.
New Patient
Cliniko
Create Message
Claude
Update Patient
Cliniko
When a new patient is created in Cliniko, send the patient details to Claude for a concise intake summary and triage recommendation. Use the AI output to update the patient record with the next-best action for your team.
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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